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This blog is Part 2 of the "Own Your NetSuite" series, which focuses on features, functions and tricks every NetSuite user should know to get the most out of the platform. See Part 1 on Analytics Workbooks here.
Welcome back! In Part 1 of this series, I introduced you to the wonderful world of Analytics Workbooks. Now that you’re familiar with the basics, let’s make things a little more interesting. In this post, you’ll learn to create your own Dataset and Workbook from scratch.
For today’s exercise, let’s use a sales scenario: Your team leader asks you to have a single place where she can see the following sales information:
Friendly note: Always look at the existing workbook templates before building anything! But, for the sake of this exercise, let’s pretend those templates don’t exist.
Let’s start by creating the dataset. As a reminder, the dataset is the table of information that will be used by the Workbook.
The next page is where things can get a little overwhelming. Don’t worry! It’s not as complicated as it seems. Here’s a handy reference.
The yellow section is where you choose the record you want to select a field from. In our example, it defaulted to Transaction. But say you wanted to show a customer’s email address. In that case, you’d choose Entity Customer here.
The green section is where you select the field you want to include in the dataset. You can drag and drop the field onto the Dataset Preview (the pink section in the screenshot above).
The pink section on the right is what I call the Dataset Preview section. This is where you see a preview of the data in a table format. Notice that NetSuite already included some fields there by default, such as Date and Memo. You can move the fields around by clicking on the header, dragging and dropping them where you want them. You can also click on the three dots beside a header to get several options for moving and formatting fields, as seen here.
Our next step is to filter our results. We only need this year’s sales. Right now, our dataset includes all transactions in the system. Let’s add criteria on Transaction Date and Transaction Type to limit our results.
We could add several more criteria, such as excluding unapproved transactions, but for the sake of the example, let’s keep it simple and move on.
Congratulations, you’ve created your first dataset! That said, a dataset is useless until you use it in a workbook.
Let’s create a workbook that uses the newly created dataset.
Now, when I was testing this out, my results still ended up in ascending order. To fix it, I had to click on the Ascending/Descending icon on the Sales Rep column header highlighted here.
Once you’re done, the results should look like this.
That’s it for this blog about creating datasets and workbooks in NetSuite. “But wait Mat,” you might say. “What about the second report, annual sales by customer?” Well, I think you have all the skills you need to figure that one out on your own.
As always, if you have any questions or comments, please do not hesitate to reach out to the Enavate team.
About the Author
Mathieu joined Enavate in January 2020 with 13+ years of NetSuite experience. His current role of Solution Consultant consists of demonstrating the awesome features of NetSuite to the world. He’s also an avid gamer and craft beer aficionado.