Mass Send to Analytics Process

You can schedule a mass send to Analytics process in order to simplify data management. You can use filters to automatically send updates from all plans with output data sources directly to Analytics, ensuring your datasets are current without any manual steps.

You can send up to 15,000 plans to a single output data source at once. Plans whose output dataset already contains their latest changes are skipped.

Note:

Any selected plan that is currently blocked by another process results in the Send to Analytics process failing, and no data is sent.

To schedule a mass send to Analytics:

1. From the Planning Task Launcher tab, click Send to Analytics. The Send to Analytics wizard displays.
2. IIn the Filters section, select the output data source used to create the scenario. If required, you can also apply further filters, such as plan name, category, sub-category, or label, to narrow down your search.
3. Click Apply. The plans selected based on the filtering criteria appear in the Plans section. The Plans section displays up to 2,000 plans, but all plans that match the filter criteria are sent. To add or remove a plan from the list, adjust your filters and click Apply, or click Clear to remove all filters.
4. Click Next.

5. If you want to run the process immediately and only once, deselect Schedule and proceed to the next step. Otherwise, define the schedule for future executions of the process. To define the schedule:

   1. Ensure that Schedule is selected.

   2. For Schedule Frequency, select one of the following:

      • Hourly: if you want the process to run every hour.
      • Daily: if you want the process to run once every day.
      • Weekly: if you want the process to run on specific days of the week. You can then select the days.
      • Monthly: if you want the process to run once every month. You can then select a monthly method to determine on which day of the month the process runs.
      Depending on your selection, additional options might be available. More information

      Schedule Process Additional Fields

      Field	Description
      Sun, Mon, Tue, Wed, Thu, Fri, Sat	Only available when "Weekly" is selected as the frequency. Determines whether the process runs on the specific day of the week. For example, if you select Mon, the process runs each Monday at the specified start time.
      Monthly Method	Only available when "Monthly" is selected as the frequency. Determines how to calculate the day of the month when the process runs. The following options are available: "Last Day of Month". Note that this is the last calendar day of the month. If a month ends on a Saturday, the process runs on that day. "Date" "Day of the Month" "Days Before Month End"
      Day of the Month (number)	Only available when "Date" is selected as the monthly method. Determines the date on which the process runs each month. For example, if you enter 15, the process runs on the 15th of each month.
      Day of the Month (picklist)	Only available when "Day of the Month" is selected as the monthly method. Determines on which occurrence of the day selected in Day of the Week the process runs.
      Day of the Week	Only available when "Day of the Month" is selected as the monthly method. Combined with the value selected for the Day of the Month picklist, determines on which occurrence of the day the process runs. For example, if you select "Last" and "Friday", the process runs on the last Friday of each month, regardless of date.
      Number of Days	Only available when "Days Before Month End" is selected as the monthly method. Determines how many calendar days before the end of each month the process runs. For example, if you enter 3, the process runs on January 28, February 25 (non-leap year), March 28, April 27, and so on. Note: If you set this to 1, the process runs on the day before last of each month. If you want to run the process on the last day of each month, use the "Last Day of Month" method.

   3. For Schedule Start Time, select the preferred hour when you want the process to run.

      Note:

      Only the hour part of your selection is used, the minutes are ignored. This is because the system checks for scheduled processes every hour on the hour and then executes them. If multiple jobs are found for the same hour, they are grouped and chained, running sequentially in the following order: Create Multiple Plans, Update from Analytics, and Send to Analytics.

6. Click Save. The mass Send to Analytics process is scheduled.

If the process is successful, you are notified by email. If you have permissions to do so, you can monitor and troubleshoot this process from the Data Manager tab and from the Apex Jobs page in Setup. For more information, see the Salesforce Help.