ArticlesBite Size Analytics: Analytics FAQ and Learning Path Guide

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Frequently Asked Questions (FAQ)

Does Certinia have a recommended learning path that I should follow to learn Analytics? 

• In order to be successful with Analytics, follow the relevant learning paths as defined in this Analytics Learning Path document. Many more resources can be found on youtube, trailhead, and Help. The document provides learning paths for:
  • Implementing Analytics
  • PS Cloud Core Analytics
  • Getting Started with Analytics
  • Using Dashboards
  • Datasets
  • Dataflows and Security 
  • Building Dashboards
  • Building Reports (Lens)
  • Advanced Usage
  • Einstein Discovery
  • Financial Report Builder (xRB) 
  • Custom Analytics Trailmixes 
  • Planning

My Dataflow finished with a warning, what should I do?

• Warnings for dataflows are absolutely fine and nothing to worry about. They are expected along with warnings within the dataflow itself. Not every customer uses every part of certinia and so warnings are unavoidable. We’re yet to see a dataflow that does not finish with a warning. Error messages are a problem however.

I can’t see any data/ am seeing less data than other users what should I do?

• Ensure that the data has been refreshed using the byte above and that you meet the data requirements for PSA Analytics. 
• In FM Analytics/ Financial Statements the data security is based on company access through user company records. Check that these are setup for your user, administrators don’t normally have them setup. Once setup, refresh the dataflow using the byte above. You should also look at the security byte above.
• In PSA Analytics, during setup, there is a question about implementing security. This is based on user sharing. Administrators may not have sharing setup due to their View All permissions. Either update your sharing model, reconfigure without security enabled or disable the security of datasets using the security byte above. 

Why can't I see any data in my Subscriptions Bookings dashboard?

• The subscriptions bookings dashboard relies on the ‘Opportunity to Contract Integration’ to categorize your contracts. Check that this is setup correctly and is active in your environment. Consult the Billing Central help for more details.

Why does my PSA Analytics Dataflow keep failing?

• Ensure you meet the data requirements before configuring listed in the documentation.

Do I need multi-currency enabled in my environment?

• For PSA and BC yes you do. For just AC you do not. 

My does my FM Analytics/ Financial Statements dataflow keeps failing?

• It is possible you do not have any data. Ensure you have cash matching histories in your environment. Analytics will not work if there is no data.

This article provides answers to frequently asked questions around Analytics and the best way to absorb the various enablement resources available.