Sharing Workbook and Datasets

In NetSuite, we can share the workbooks and datasets with individual users or groups of users on a role-by-role basis. We can share the dataset or workbook with other roles or employees, all users assigned to that role can access and save their own versions of the workbook or connected datasets, but they cannot edit the original datasets.

To share a workbook or dataset, Click Share from anywhere within the workbook or dataset. Select the roles or users you want to share the workbook or dataset with, then click the right arrow to add them to the distribution list.

Click Save and share. The object is shared and appears on the Analytics Home page for the selected recipients.

Note: If we use Share with all in a workbook, the original author will not be able to connect additional datasets to it.

Shared workbooks include all workbook visualizations, including any selections made on the Table View, Pivot, or Chart tabs.

Leave a comment

Your email address will not be published. Required fields are marked *