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… Continue reading Known Limitations in SuiteAnalytics Workbook
Tag: Workbook
show or create a saved search to show the list of parent and child projects
show or create a saved search to show the list of parent and child projects
SQL and SuiteQL of Income Statement Workbook
Dataset: Workbook: SQL: SuiteQL:
Different subsidiaries based on the base currency are in Separate columns in Workbook
Select the Pivot option in workbook In Layout: Add the Account field to the Rows Add a Subsidiary field to the Columns Add the Amount to the Measures Click three dots icon next to the Amount field To show the amount in the consolidated level, select Apply Consolidated option. To show the amount in Base… Continue reading Different subsidiaries based on the base currency are in Separate columns in Workbook
Generating a Workbook for Standard Income Statement Report in NetSuite
Go to the Analytics menu. Create a new Dataset for Transaction by clicking on New Dataset button. 3. Select Transaction dataset and add the following criteria and columns: Criteria: Account Type: Income, Cost of Goods Sold, Expense, Other Income, Other Expense Posting is True Columns: Account Type(Transaction Line: Account: Type) Location(Transaction Line: Location) Class(Transaction Line:… Continue reading Generating a Workbook for Standard Income Statement Report in NetSuite
Dynamic account columns using Workbook
Requirement: In the report, all columns are static in the saved search and not dynamic. The client would like to show the account columns which are related to the transactions in the report. This means that only the columns having an amount is to be shown in the report as columns. Solution: Go to Analytics… Continue reading Dynamic account columns using Workbook
Get Workbook Results on Suitelet Page
Code for Run workbook results: var myResultSet = workbookResult.runPivot({ id: ‘custpivot47_16764551250261633297’ }); var newResult = response.writeLine(JSON.stringify(myResultSet));
Load Workbook on the Suitelet page
Code for loading the existing workbook: var workbookResult = workbook.load({ id: ‘custworkbook_jj_sl_sales_ordered’ }); log.debug(“workbookResult”, workbookResult)
Dataset & Workbook
Dataset Query NS data over new unified datamodel Multi-level joins Criteria builder Powerful formula builder Single source of truth Caching Workbook Summarize, slice and dice data Table, pivot and chart view Link datasets Save, share & export Add views on dashboard
Data Visualizations of WORKBOOK
Making sense of a workbook’s source data requires the examination of the data from a variety of different perspectives. Accomplished through data summarization, aggregation, and visualization. There are three workbook visualization types: Table Views | Creating a Table View: Click on the Add + icon and select Table. No limit to the number of table… Continue reading Data Visualizations of WORKBOOK