Backlog Flow Intermediate Processing

After importing the input fields and augmenting them with the data from their lookup objects, the PS Cloud Analytics dataflow filters out non-relevant or repeated records.

You can use the dataflow editor in Analytics Studio to visualize the PS Cloud Analytics dataflow and its nodes. Alternatively, you can download the dataflow definition file which is a JSON file representing the dataflow and its logic. For more information on the dataflow editor and the dataflow definition file, see Configure the Dataflow in the Salesforce Help.

Warning:

Modifying the PS Cloud Core Analytics dataflow might result in the loss of functionality. Contact your system administrator before using the data manager tool in Analytics Studio.

Dataflow Nodes

These are the main dataflow nodes in the Backlog flow.

Dataflow Nodes Related to the Backlog Dataset

Dataflow Node

Description

BacklogDetailConverted_Currency_FILTER

Matches the currency ISO code associated with a backlog detail converted record with the Integration User currency.

BacklogDetailCalculation_HasProject_FILTER Only allows backlog calculations associated with a Region, Practice, or Group.
BacklogDetail_FirstLevelProject_FILTER

Ensures that only records associated with the top-level Project are included.

Note: Only data for top-level projects is displayed in the PS Cloud Analytics Billings dataset.

Calculated Fields

These are the fields calculated by the Backlog flow.

Calculated Fields Created for the Backlog Dataset
Field Type Field Label Field API Name Description
Measure Backlog Amount ValueBacklogAmount

Depending on the backlog type assigned to a backlog record by the BacklogType calculation:

  • If the backlog type is "Backlog" then the ValueBacklogAmount is the sum of the time revenue plus the milestone revenue fields.
  • If the backlog type is "Unscheduled Backlog" then the ValueBacklogAmount is the unscheduled revenue field amount.
Dimension Backlog Calculation Region/Practice/Group Type BacklogCalculationRPGType Identifies if a backlog calculation is associated with a "Region", "Practice", or "Group".
Backlog Calculation Region/Practice/Group Hierarchy Depth BacklogCalculationRPGHierarchyDepth Stores the hierarchy depth of the RPG associated with the backlog calculation.
Backlog Detail Region/Practice/Group Type BacklogDetailRPGType Identifies if a backlog detail is associated with a "Region", "Practice", or "Group".
Backlog Detail Region/Practice/Group Hierarchy Depth BacklogDetailRPGHierarchyDepth Stores the hierarchy depth of the RPG associated with the backlog detail.
Backlog Type BacklogType Assigns the "Backlog" backlog type to backlog records that have a time period type other than "perpetual". If the backlog records have a time period type of "perpetual" then this calculation assigns the "Unscheduled Backlog" backlog type to those records.
Has Project HasProject Identifies whether or not a record has an associated project. If the record has a project associated the HasProject value equals "Yes", else the value is "No". PS Cloud Analytics uses this calculation to differentiate between records.
Project Region/Practice/Group Type ProjectRPGType Identifies if a project is associated with a "Region", "Practice", or "Group".
Project Region/Practice/Group Hierarchy Depth ProjectRPGHierarchyDepth This calculation stores the hierarchy depth of the RPG associated with the project.