We can select what columns/attributes we see there. It is dependent on our data source. Navigate to Financial Modeling>Data Sources>Setup Select the source you are using/want to modify We then have our fields listed. Everything that is set to True in the column "Used by Cleansing" will show in the Data Cleansing chevron of the Workbench.
If I manually bucket an account, and then later create a condition on another bucket - will the newly created condition remove and rebucket the expenses, or would it only apply to the remaining, non-bucketed accounts?
Under Accounts > List Sorting > Advanced Actions > Uncategorize all accounts....if that open is selected, do the conditions on buckets automatically apply to the resulting list of uncategorized accounts? or is there an additional action required?
Advanced conditions are executed prior to the simple bucketing rules created by dragging and dropping. If an advanced condition is fully applicable to the entire account, then as a result there will be $0 left in the account. The simple bucketing rule would still be processed, but there wouldn't be any money left for it to allocate. Because advanced conditions are able to look at attributes other than Account Number, it is possible that only part of the money in an account would be moved to a bucket using an advanced condition, in that case simple conditions later would allocate any remaining amount.
You indicate there is an order of precedence: advanced conditions prior to simple conditions. In the exercise, we performed some simple conditions (i.e. drag and drop), and then created an advanced condition. Would the creation of the advanced condition apply to the already-bucketed accounts at this point, or would it remain where it was bucketed under the simple condition.
*this is assuming that the advanced and simple conditions will create a different outcome.
On tuesday there is a lab "ITBM 202: Financial Modeling the ServiceNow way!". Are there any further topics discussed, that are not covered in this preconference course?
There is a lab on Tuesday and Wednesday (same lab, 2 days/times) called something with "budgeting and forecasting" that will talk about financial planning
Are there training materials available for customers that do not have Performance Analytics? The requirements indicated only a reporting plug in was required, although all materials are geared toward PA use. Any help is appreciated!
We can still use the application to process our GL (datasource) into our expense line. (Then just use reporting I guess?)
Someone told me a SC told them that at least the Content Pack was a requirement. (I know, I know, that is how rumors start, sorry.) Check with your sc/rep.
I checked the training portal and this class didn't show up with the list of training sessions I have taken over the years. I have emailed SN to get assistance with this.
