In Suite Analytics workbook we using two distinct objects for analyzing our company data.
1. A Dataset 2. A Workbook
In a dataset, we combine record type fields and criteria filters to create a query. The results of this query act as the source data for our workbook visualizations. Additionally, changes that we make to a dataset are automatically propagated to the workbook visualizations that the dataset is used in. This reduces the need for multiple dataset objects in our account and enables less experienced users to create complex workbooks.
Workbooks are where we analyze the results of our dataset queries using different visualizations, such as tables, pivot tables, and charts. All workbook visualizations are based on a dataset or a set of linked datasets, and we can use different datasets for each visualization in a workbook. We can access the dataset connected to a workbook visualization from the Dataset Panel. Moreover, when we create a new workbook visualization, we can base it on a new custom dataset or any of the existing datasets that we have access to in our account. If we use the Suite Script N/dataset Link module, we can also link two datasets and use them as the basis for our workbook visualizations. This enables we to compare metrics from two datasets in a single visualization.
