Analytic Portlets on dashboard The Analytics portlet helps you to visualize workbook (chart, pivot table, or table view) available in your account on your dashboard. You can add up to 10 Analytics Portlets, and each portlet can display one visualization. The list includes all your saved workbooks and any workbooks that have been shared with… Continue reading ANALYTIC PORTLETS
Tag: Workbook
Filtering Amount(Sum) measure in Workbook
In order to add filters to the Amount (Sum) measure in a workbook, the condition added to Amount in the Dataset can sometimes lead to an unexpected error. So to tackle this, use the Filter By option in the previous column of the Amount (Sum) and add the necessary filter criteria.
Showing sub-total for the hierarchy of the chart of accounts
When creating a workbook for a balance sheet or another transaction query, in order to show the balances for the Chart of accounts in a hierarchical manner, try selecting the multi-column hierarchy from the options of Account. In the option of showing Subtotals and grand totals, select ‘Show Hierarchy Sub-totals’
Workbook for SuiteCommerce Analytics Data – Backup data before category/item CSV import
Go to Analytics > Workbooks tab. Click New Workbook. Click New Dataset. If you already have a dataset, you can click the Dataset Name instead of creating a new dataset. Select a record type to analyze. The search bar is helpful for locating a record type. To search, enter any word or character from the record type name. No… Continue reading Workbook for SuiteCommerce Analytics Data – Backup data before category/item CSV import
Suite Analytic Workbook
Workbook creation in suite analytics.