Jira Code:- SMT-16:- Employee report by salary account and department
Suite analytics is an analytical tool of NetSuite which is used to prepare a workbook which includes pivots and charts. Data can be gathered from different records in the NetSuite account. Enable the Suite analytics feature in enable features.
Go to Setup > Company > Enable Features, and click the Analytics subtab. Check the box for Suite analytics workbook. Click save.
Workbook page
Suite analytics workbook page includes tabs such as:-
- Recently Opened
- My workbooks
- Shared with me
- Employee workbook
- Standard workbook
Create a new workbook:–
To create a new workbook ,
- Click on the New workbook tab.
- Select the record type from which data is needed. The data will populate into the data field in the workbook. It is better to add criteria to load the report easily and in needed format rather than adding a filter.
- Select the needed details from the records tab. Record tab mainly includes Transaction, Transaction line and Transaction account line. Drag and drop the needed fields from the record or double click the field.
- You can add formula by using formula field. Select New formula under the formula tab. Give a name and select the output type. Select the functions and the field, where to apply this function. Click apply and refresh the data.
- Save the data (click save in the transaction tab).
There are options to filter and sort the data. The data can be sorted in ascending or descending order. There is an option for columns to move and rename the heading. The data can be exported to CSV by clicking the option ‘Export data to CSV’.
To create a pivot table:-
After data is selected , pivot table can be created using the selected data.
- Select the ‘Add pivot option’.
- Select the layout of the pivot by drag and drop the data from fields to layout tab or pivot.
- Click refresh.
- Click save in the transaction tab.
There is an icon on the top left corner to get the sum of the data in the pivot. There are icons to highlight the rows and columns when moving the pointer through the pivot. Column headers and row headers can be freeze by using the icons in the top left corner. When pointing the mouse on the icon, it will show the purpose of that icon. There is also an option to display the pivot in compact mode. Each row headings or column headings can be renamed and can add a filter. Display options such as child level only, single column hierarchy, a multi-column hierarchy can be selected for rows.
Under the measures tab, the amount can be formatted and the currency options can be set. The summary type of the amount can be set as sum, average, count, minimum or maximum.
To create chart:-
- Select ‘Add chart’ option.
- Drag and drop the fields to the x-axis , series and measures.
- In layout option, different charts can be selected such as column chart, bar chart, area chart and line chart.
- The x-axis, series and measures headings can be renamed.
- The currency can be changed in the measures tab.
- In the properties tab, add chart title and subtitle. Add the x-axis and y-axis title.
- Click save in the transaction tab.
Share workbook
The workbook created can be shared for different roles and employees.
- Click share in the transaction tab.
- Select roles or employees with whom the workbook have to be shared.