SuiteAnalytics Workbooks now offer advanced data visualization and analysis capabilities. Developers can create more complex datasets and visualizations, allowing for deeper insights into business data.
NetSuite’s latest update has made it easier and faster for users to analyze and visualize their business data. Here are some of the key features and improvements:
1. Workbook Templates
NetSuite has introduced pre-defined Workbook templates for common industries such as manufacturing and e-commerce. These templates help users quickly create analytical reports by providing a starting point that can be customized to meet specific business needs1. This is similar to how saved searches work, allowing users to modify existing reports rather than starting from scratch.
2. Redesigned Workbook Builder UI
The Workbook builder’s user interface has been redesigned to simplify data discovery. The new navigation bar automatically lists all possible linked records and fields, eliminating the need for manual joins1. This makes it easier to create pivot tables and charts. Additionally, the “Data” and “Criteria” pages have been merged into a single page, consolidating data viewing and allowing users to create multiple views within a single Workbook1.
3. Enhanced Pivot Tables, Table Views, and Charts
The update brings enhanced sorting and filtering options for pivot tables. Users can now access the top or bottom items from a list, sort measures in ascending or descending order, and create custom filters on aggregated data1. Table views have also been improved to help users visualize and analyze datasets more effectively, providing a simple way for non-proficient analytics users to work with data1.
4. New User Interface for Dataset Linking
Analyzing multiple datasets in a single Workbook used to require writing code using the SuiteScript API. The new update introduces an innovative user interface that allows users to link multiple datasets by dragging and dropping links2. This feature empowers business users to create their own multi-dataset Workbooks without needing developer resources, making it easier to analyze business performance in areas like budget vs. actual, forecast vs. actual, or planned vs. actual2.
5. Localization Capabilities
NetSuite has added native language support for SuiteAnalytics Workbooks, allowing users to analyze and explore business data in their preferred language3. This includes localizing workbook names, descriptions, and common commands like “Save As,” making the tool more accessible to a global user base.
Navigation:
– Go to Reports > SuiteAnalytics > Workbooks > New Workbook.