(Beta) Services Forecast Reporting Intermediate Processing

If the Services Forecast Live and Services Forecast Plans datasets have been created in PSA, the following recipes generate the Services Forecast Reporting dataset:

• PS Cloud Core Analytics App Initialize Services Forecast Reporting

• PS Cloud Core Analytics App Services Forecast Reporting

• PS Cloud Core Analytics App Snapshot Services Forecast Plans

Notes:

• ThePS Cloud Core Analytics App Initialize Services Forecast Reportingrecipe runs automatically the first time theServices Forecast Reportingdataset is created. You must not schedule or run the recipe manually because this will result in the dataset being cleared of data.
• We recommend scheduling thePS Cloud Core Analytics App Services Forecast Reportingrecipe to run every night, or as frequently as you want to pull newWorkGriddata into the dataset.
• We recommend running thePS Cloud Core Analytics App Snapshot Services Forecast Plansrecipe only when you want to save a completed forecast, such as to stop it from being changed or to date stamp it.

You can access the recipes from the Data ManagerLightningapp in your org. This enables you to view all the recipes' nodes and see a preview of the data at each stage of each recipe usingSalesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warnings:

• We recommend that you never modify the PS Cloud Core Analytics App Services Forecast Reporting recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.
• Services Forecasting is Beta functionality in this release. Further development is required to deliver a fully functional solution. Contact Certinia Support.Revenue Forecasting is unaffected and continues to work in the same way as before.

Calculated Fields

The following fields are calculated by the PS Cloud Core Analytics App Services Forecast Reporting recipe.

Calculated Fields Created for the Services Forecast Reporting Dataset

Field Type	Field Label	Field API Name	Description
Measure	Margin	MarginCalc	The sum total of revenue and costs across all sources of revenue for the project. This is calculated as: Revenue + Costs where: Revenue = Amount (Corporate Currency) when Revenue/Cost = 'Revenue' Costs = Amount (Corporate Currency) * -1, when Revenue/Cost = 'Cost'
Dimension	Plan Name	PlanName	The value in the field is dependent on the dataset the data is retrieved from, as follows: For data from the Services Forecast Live dataset, the field is populated with the value Live. For data from the Services Forecast Plans dataset, the field is populated with the name of the plan in WorkGrid.
	Plan Scenario Name	PlanScenarioName	The value in the field is dependent on the dataset the data is retrieved from, as follows: For data from theServices Forecast Livedataset, the field is populated with the valueInitial. For data from the Services Forecast Plans dataset, the field is populated with the name of the plan scenario in WorkGrid.
	Version	Version	The value in this field is dependent on the dataset the data is retrieved from, as follows: For data from the Services Forecast Live dataset, the field is populated with the value Live. For data from theServices Forecast Plansdataset, the field is populated with the valueWorking. For data from the copiedServices Forecast Plansdataset that is created when thePS Cloud Core Analytics App Snapshot Services Forecast Plansrecipe is run, the field is populated with today's date.

Filter Nodes

The following main filter nodes are included in Services Forecast Reporting recipes.

Filter Nodes in Services Forecast Reporting Recipes

Recipe	Dataflow Node	Description
PS Cloud Core Analytics App Services Forecast Reporting	ServicesForecastPlans_SubtotalAndCalculated_FILTER	Filters out rows in theServices Forecast Plansdataset where Subtotal or Calculated equalstrue.