The following features and interactions in SuiteAnalytics Workbook have known limitations that are currently being addressed by our development teams:
- To mitigate the possibilities of a CSV injection, the following formatting is applied to all dataset and workbook results that are exported to CSV:
- All text values are enclosed in double quotation marks
- Values that begin with the characters -, +, =, @, tab, and EOL (end of line) have single apostrophes added in front of the value.This formatting also applies to workbook and dataset results that you export to CSV through SuiteScript and SuiteQL.
- The audit trail and execution log record types only contain data from 2019.2 and earlier.
- On the Pivot tab, you cannot apply measure-based filters to fields that contain date or text values when the aggregation types for those fields are set to Min or Max.
- Some ad blocker plug-ins can prevent you from creating pivot tables or charts. To avoid errors with the Pivot or Chart tabs, deactivate these plug-ins and mark NetSuite as an exception.
- If you define a criteria filter that is invalidated based on changes to the field used in the filter condition, you are currently unable to edit the filter.
- Users assigned to the employee center or partner center roles who have permission to access Workbook might not see the Analytics option in the NetSuite navigation menu.
- Filters that you create on the Dataset Builder based on custom duration values currently do not work as expected.
- When you query the analytics data source using SuiteScript, you currently cannot filter data using record types such as invoices.
- If you add multiple pivot tables or charts in a workbook, the user interface does not always display arrows so that you can switch between each table and chart.
- Certain ad-blocking software can prevent data from loading in your workbook pivot tables.
- The search field on the Dataset Builder searches across record types that are a few join away from the root record type. To find record types or fields that are further from the root record type, click Show more results.
- If you have multiple languages set up in your account, edits to workbook visualization texts are added as their own collections and not added to the existing workbook collection.
- Collection and string IDs on the Manage Translation page are not editable.
- You currently cannot manually disconnect a dataset from a workbook after it has been connected.
- You currently cannot create Table Views based on linked datasets.
- If there are multiple fields in a dataset with the same ID but different join paths, using them to create a dataset link can cause issues.
- Character large object (CLOB) data is not available in cached response mode.