Site Category Results using Analytics

To define a new dataset:

1. Go to Analytics tab on the NetSuite Account

1. Click New Dataset on the Dataset subtab of the Analytics Home page or on the Select a dataset to create a new workbook page
2. Select a root record type for the dataset. The record type you choose will determine the record types and fields that you can join to the dataset. here we will select site category by searching it.

1. Add fields from the root record type to the Data Grid. You have three options:
   • Drag the desired fields from the Fields list to the Data Grid.
   • Double-click the desired field names in the Fields list.
   • Type the name of the desired fields in the search bar above the Fields list, then drag or double-click them to add them to the Data Grid.
2. Add fields from related record types to the Data Grid.
   1. Click the arrow next to any record type in the Records list to view additional related record types.
   2. Click the desired record type name to update the Fields list.
   3. Double-click or drag the desired fields to the Data Grid.Note In Workbook, certain record types have multiple variants. For example, there are entity job, entity customer, and entity vendor record types accessible in a transaction dataset. Make sure you select the correct record type depending on the type of data you want to query.
3. (Optional) Click Formulas to view, create, and add custom formula fields to the Data Grid.For step-by-step instructions on how to create a custom formula field, see Formula Fields.
4. Remove any fields you do not want to include in the dataset.
   1. Click the Field Menu icon  in the column you want to remove from the Data Grid.
   2. Select Remove Column from the dropdown list.Important If you create a workbook visualization based on the current dataset, removing a field from the Data Grid also removes it from any other workbook visualizations that are based on the dataset. This can cause workbook failures or other unwanted results. Exercise caution when you remove a field from datasets that are used in multiple workbook visualizations.
5. Click Save to save the dataset. Alternatively, if you are creating the dataset from within a new workbook, click Save & Close to save the dataset and access the workbook.The Save Dataset As window appears.
6. Enter a name and description for the dataset in the fields provided, then click Save.
7. (Optional) To preview your dataset in a new workbook visualization before saving your changes, click Create New Workbook or Apply to workbook. The workbook will appear.Note You must save the dataset before you can save the connected workbook. Unsaved datasets are denoted by a warning icon  in the Dataset Panel of a workbook. For more information, see Editing a Dataset.
8. (Optional) To export your dataset results to a CSV file, click the Export icon .