Tag: Workbook

FIND NUMBER OF DAYS TILL DATE FROM A GIVEN DATE IN ANALYTICS

Suppose you have a field in a record which displays date for a perticular event/process. You are required to prepare a report using workbook in which one of the fields is days since the date given in the corresponding record. Say for example) In the sales order record, Order Date = 23-May-2025. I have to… Continue reading FIND NUMBER OF DAYS TILL DATE FROM A GIVEN DATE IN ANALYTICS

BUILTIN.DF Not working on transaction.employee

Anyone have a clue as to why BUILTIN.DF is not returning the display value for the salesrep field on an Invoice? It is only retuning the internalid of the employee record, not the name. I added the LEFT JOIN just to see the side by side result. SELECT t.tranid, BUILTIN.DF(t.employee) as sales_rep, employee.firstname, employee.lastname FROM transaction… Continue reading BUILTIN.DF Not working on transaction.employee

Most Recent Sale in SuiteAnalytics DataSets

In SuiteAnalytics DataSets, it is not currently possible to directly return the most recent sale for a customer or find records based on the most days since creation, as features like Summary Types, Summary Criteria, and functions like MAX and DENSE_RANK (available in Saved Searches) are not supported. As a workaround, you can use Pivot Tables in SuiteAnalytics Workbooks to display customers alongside… Continue reading Most Recent Sale in SuiteAnalytics DataSets

Export Pivot Tables to an Excel File

You can now export most Workbook pivot tables to an Excel XLSX file. This export capability enables you to export pivot tables to a standard spreadsheet format with no modifications, and open them in a spreadsheet application. Pivot Table menu — This menu contains additional formatting options for the pivot table. The following options are available:… Continue reading Export Pivot Tables to an Excel File

Formula to get the sum of the count of on-hand inventory at particular locations using workbook

Click on Analytics tab Select Item dataset Select formula field Type the formula: CASE        WHEN {inventorybalance.location#display} IN (‘L1′,’L2′,’L3’—>Name of locations)        THEN ‘Location Sum’       END Save the dataset and apply to the workbook Select desired visualization type Then select the formula field

Dataset > Related Transactions – Next & Previous

Scenario When creating a Transaction Dataset, you can join fields from related transactions by using either Related Transactions – Next or Related Transactions – Previous. What’s the difference? The related transaction that will show in your dataset will depend on which field you select. To better illustrate the difference of these, let’s compare it with their counterpart in… Continue reading Dataset > Related Transactions – Next & Previous

Workbook- Formula to find the conversion rate

Scenario: The client needs to know how many vendors are created and among that how many of them are approved within this fiscal year. That is the Conversion rate = Total number of approved vendors within this fiscal year (21)/ Total number of vendors created in this fiscal year(140). For that, I have created a… Continue reading Workbook- Formula to find the conversion rate

Cached Data Documentation

When you enable Cached Response mode feature for your datasets and workbooks, the associated datasets,workbooks, and Analytics portlets display cached data. However, some changes to a dataset requireloading real-time data, even if Cached Response mode is enabled. The cached data documentation nowdescribes which changes require loading real-time data and how you can work with cached… Continue reading Cached Data Documentation