Accounting Seed Financial Analytics Frequently Asked Questions (FAQ) / Troubleshooting Guide

1. Click the App Launcher to access the Analytics Studio.
2. From the Analytics Studio, click Create, which displays in the upper right portion of the screen.
3. Click App, and continue with the App Creation using the Accounting Seed Financial Analytics template.

If you are receiving an "Application Error" in the App Creation and your Salesforce org is single currency, do the following:

1. Click the Gear icon and select Setup.
2. From the Quick Find textbox, enter Company Settings.
3. Select Company Information.
4. Click Edit.
5. Select the Activate Multiple Currencies checkbox.

Note: The rationale to activate this checkbox is because Accounting Seed Financial Analytics uses the Currency Type object, which is only available in orgs that have Activate Multiple Currencies enabled.

No. You can only create all Dashboards, which will reside in your App using the Accounting Seed Financial Analytics template. While you have to create all Dashboards, once they are created, you can simply delete the ones that you do not plan to use. 

Yes, your App will be available for update when you upgrade the package on your org. 

1. From the Analytics Studio home, click Browse.
2. Click Apps.
3. Select the App for which you want to verify the template version. The Template used information will display in the upper right portion of the screen.
   
   

There are two ways to track your App install progress:

1. From the App Launcher, enter Data Manager and select it. Then, from the Jobs Monitor you can view the jobs that are currently running for the App Creation. 
                                                                           -OR-
2. Click the Gear icon and select Setup. From the Quick Find textbox, enter App Install History. Then, click the link to the App that you are creating. From here, you can check the progress of your App installation. This is similar to upgrade tracking. 

No, you need to run recipes on demand to view your  newly added data. 
Best Practice: Schedule recipes to run automatically. 

Not required. When you create the App using the Accounting Seed Financial Analytics template, the recipes will be created and run for the first time. 
Note: If you have posted new transactions after the App creation, you will need to run the recipes on demand or schedule them to run. 

No. Recipes are run per App, and you will have the recipe prefixed with each App name, should you need to run it on demand. Otherwise, it is better to schedule your recipes to run automatically. 

1. From the Analytics Studio home, select Data Manager. 
2. Select Recipes.
   Note: Depending upon the number of Apps that you have created, many recipes might display. To narrow the listing, search for the App by name. That way, only the recipes that are associated with the App will display. 
   
3. Click the drop-down arrow on the right for the recipe that you want to run. Then, select Run Now. 

Yes, except for the "FinancialTransactionArchiveData" recipe. This one is only required when you have archived a period. Additionally, the AcctSeed__Transaction_Archive__b recipe would need to be run ONLY if you have archived periods.

You will be required to run a few extra steps before you can view data that is related to an archived period. First you will need to run a full sync on  AcctSeed__Transaction_Archive__b (big object). This is usually done when you run a sync on SFDC_LOCAL. However, to run it exclusively, use the steps below.

1. From the Analytics Studio home, select Data Manager. 
2. Click Manage Dataflows. 
3. Click Dataflows & Recipes.
4. Click the DATAFLOWS tab. 
5. Run the dataflow for your App, prefixed with your App's name. 
6. Proceed to run the recipes, starting with the “FinancialTransactionArchiveData” recipe for your specific App.

Verify that the records are posted and have transactional data. If this has already been performed, verify that the full sync on SFDC_LOCAL ran as scheduled or you ran it on demand before checking. If not, follow the steps below. 

1. From the Analytics Studio home, select Data Manager. 
2. Click Connections.
3. Click the drop-down list on SFDC_LOCAL, and select Run Now. 
4. Proceed with running the recipes. If you have a newly archived period, run the TransactionArchiveExtraction dataflow after the sync on SFDC_LOCAL, then run all the recipes.

Yes, you can. From the Source column, on the row that has the record that you want to view, click the Actions drop-down list, and then click Open Record. In the sample screen below the BCR-00753 source record would open in a separate browser tab. 

Note: This can even been done on source records that are in archived periods. 

Yes. This can be accomplished using the Notification feature that is available on a chart. 

1. From the top right corner of a widget, click the Actions drop-down list. 
2. Select Set Notification. 
   
   

Yes, with the exception of the Ledger filter. You will need to select the Ledger when you switch to the other page.

You will not be able to see this data day by day. However, you should select a filter that filters on a day-to-day basis. That way, the data will be aggregated into the relevant Accounting Period, based upon your filter selection. 

No, Accounting Period on the summary pages is a single selection from the drop-down list and will default to the current Accounting Period. 

Yes. You can export a Transaction Listing into an Excel spreadsheet or a CSV file. 

1. Click the Actions drop-down list in the top right column on the Transaction Listing, and then select Share. 
   
   
   
   
2. Click the Download tab.
3. Select Download in Excel Format or Download in CSV Format. The Transaction Listing will download in the selected format.  

If you have filters set up, you can save this configuration to avoid configuring these same filters every time. 

1. Configure the filters that you want to view.
2. To the right of the Dashboard name, click the Modified drop-down list and select Save View.
   
   

Yes, you can add a new table to any of the out of the box Dashboards.

If the "No Results Found" or the "Can't display this widget" message displays, verify that data exists, and that the correct Ledger is selected on the Global Filters. After this information has been verified, you might need to run the sync on SFDC_LOCAL again, and then run the TransactionArchiveExtration dataflow. After that, run the recipes again. 

After this process, if the data still does not display, do the following:

1. Click the Gear icon and select Setup.
2. Enter Feature Settings in the Quick Find textbox. 
3. Select Analytics from the Analytics drop-down list.
4. Select Settings. 
5. Click the Disable recipe source data caching checkbox.
6. Click Save.
7. Return to the Analytics Studio, and rerun the recipes.