Updating the Services Forecast Live Dataset On Demand

The Services Forecast Live dataset includes information about revenue, costs, and margin and is used as a basis for creating services forecasts.

To update the Services Forecast Live dataset now:

  1. Do one of the following:

    • From the PSA Administration tab, scroll down to the Services Forecasting section.
    • From the Services Forecast Setup tab, open the active services forecast setup record. If one does not already exist, you must create one.
  2. Click Manage Services Forecast Live Dataset.
  3. [Optional] Select the Full Dataset Update on Run Now checkbox, if you want to run a full dataset update. For more information, see Running a Full Dataset Update.
  4. Click Run Now. The process to update the dataset runs in the background. However, additional processes must run before the data is available in existing forecasts or new forecasts are created. For more information, see Services Forecasting Scheduled Processes.

To check the progress of the RFQ_ForecastTypesToCSVProcessor or CFQ_ForecastTypesToCSVProcessor jobs, go to the Apex Jobs page. For more information, see the Salesforce Help.

You can use the Salesforce Data Manager app that is available from the App Launcher to check when the process is complete. For more information on using the Data Manager app, see the Salesforce Help.

Running a Full Dataset Update

When updating the dataset on demand you can run a full dataset update by selecting the Full Dataset Update on Run Now checkbox. This replaces all existing data with the latest data instead of only updating the fields that have changed since the last update.

This option is useful for:

  • Ensuring data integrity and recovery in case of errors or missed updates.
  • Incorporating schema changes.
  • Preventing partial or missed records from persisting in the dataset.
  • Resetting and validating data in an effective way when investigating update or reporting issues.
Notes:
  • You cannot run a full update when scheduling the dataset to update at set intervals.
  • A full dataset update might take a long time to complete if a large amount of forecasting data exists in PSA.