Creating a Workbook for Suite Commerce Analytics Data

A workbook is where we analyse the results of a query against one or more datasets. We can build workbook visualizations such as tables, pivot tables, and charts to help with we analysis.

Overview Steps

These brief steps are an overview of setting up a workbook for Suite Commerce Analytics Data.

1. Create a New Dataset using the Session or Customer record type.
2. Build the data set by finding and dropping the desired Session fields to the table.
3. Add filters by finding and dropping Session fields to the Criteria bar.
4. Review the results.
5. Save workbook.

Detailed Steps

These steps include detailed steps for workbook creation.

To create an Analytics Workbook:

1. Go to Analytics > Workbooks tab.
2. Click New Workbook.

3. Click New Dataset

4.Select a record type to analyse. The search bar is helpful for locating a record type.

          To search, enter any word or character from the record type name. No wild cards are needed.

5.Select the desired fields and criteria filters.

6.Click Apply to workbook.

7.To add another dataset, click Connect Dataset.

1. Select a record type to analyse.
   1. Select the desired fields and criteria filters.
   1. Click Apply to workbook.

8.Choose a visualization type.

9.Edit the lawet and formatting as desired.

10.Click Save.

11.Enter a name and description for the workbook in the fields provided, then click Save.

12.(Optional) Click Share to share the workbook with other users in NetSuite account.