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:

The PS Cloud Core Analytics App Initialize Services Forecast Reporting recipe runs automatically the first time the Services Forecast Reporting dataset 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 the PS Cloud Core Analytics App Services Forecast Reporting recipe to run every night, or as frequently as you want to pull new WorkGrid data into the dataset.
We recommend running the PS Cloud Core Analytics App Snapshot Services Forecast Plans recipe 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 Manager Lightning app 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 using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warning:

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.

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	Amount (Record Currency)	AmountRecordCurrency	Where Source = Budget, this is calculated as: Amount (Corporate Currency) x Conversion Rate from the relevant currency type record for each budget type on a project.
	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'
	Margin (Record Currency)	MarginCalcRecordCurrency	The sum total of revenue and costs across all sources of revenue for the project. This is calculated as: Revenue + Costs where: Revenue = Amount (Record Currency) when Revenue/Cost = 'Revenue' Costs = Amount (Record 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 the Services Forecast Live dataset, the field is populated with the value Initial. 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 the Services Forecast Plans dataset, the field is populated with the value Working. For data from the copied Services Forecast Plans dataset that is created when the PS Cloud Core Analytics App Snapshot Services Forecast Plans recipe 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	DeleteAdjustments_FILTER	Filters out rows in the Services Forecast Reporting dataset where the date in the Adjustment Expiration Date field is in the past.
PS Cloud Core Analytics App Services Forecast Reporting	ServicesForecastPlans_SubtotalAndCalculated_FILTER	Filters out rows in the Services Forecast Plans dataset where Subtotal or Calculated equals true.