Setting up Business Analytics with WorkGrid

This page details the setup steps required to combine data from WorkGrid plans with actuals data from the Financial Balances dataset. For more information, see Comparing Plans with Actuals .

You must be signed in as an administrator, or equivalent, to complete these tasks.

We recommend that you complete the tasks in the order shown.

Steps to Set up Business Analytics with WorkGrid
Step Task Related Help Page
1

Ensure that one of the following versions of the WorkGrid package is installed in your org:

  • May 2025
  • June 2025
  • Summer 2025

If a different version of the package is installed, you might not be able to send plans to the Financial Plans dataset.

 See the Salesforce Help.
2 Ensure that the Integration User is assigned a WorkGrid license and has read access to the Plan object. See the Salesforce Help.
3 Create the Financial Plans dataset. Creating the Financial Plans Dataset
4

Create an output data source for the Financial Plans dataset in WorkGrid.

Note:

While creating the data source, you must create dimension and measure mappings for all the fields that are available in the Financial Plans dataset. You must do this even for dimensions and measures that you don't intend on using in your plans.

 Creating a Data Source
5

Create a Financial Analytics app.

Note:

If you already have a Financial Analytics app and you want to combine the data from the Financial Plans dataset in the Financial Analytics dataflow, reconfigure the app.

 Creating an App from the Financial Analytics Template
6

Update the security predicate on the Financial Balances dataset to allow users to access WorkGrid data:

Copy 
'UserCompanySecurity.c2g__User__c' == "$User.Id" || 'BalanceType' == "WorkGrid Plan"
 See the Salesforce Help.