SuiteAnalytics Workbook Overview
SuiteAnalytics Workbook is an analytical tool available in NetSuite. With SuiteAnalytics Workbook, you can create customized workbooks that combine datasets, tables, pivot tables, and charts using a single tool that leverages the new analytics data source. The analytics data source is designed to ensure that fields are consistently exposed in Workbook, with consistent results across all workbook visualizations. Additionally, support for multilevel joins has been added to Workbook, enabling you to author workbooks and datasets using field data from multiple record types, including custom records. Custom formula fields are also supported in Workbook, so you can create and add fields with dynamically calculated values to your workbooks. Finally, you can also link datasets in Workbook, enabling you to compare metrics from different datasets in one workbook visualization.
The SuiteAnalytics Workbook user interface has been designed so that even users with limited knowledge of record schemas and query language can still create complex workbooks and datasets through actions such as drag-and-drop editing. When you create a workbook or workbook visualization, you can base it on any dataset that you have access to in your account. You can also connect multiple datasets to the same workbook, enabling you to analyze different metrics without switching browser tabs or workbooks. When you connect multiple datasets to a workbook, you can then link them to analyze their metrics in a pivot table or chart.
You currently cannot edit how datasets are linked using the Workbook user interface, but you can use linked datasets to create new workbook visualizations. For more information, see Dataset Linking in SuiteAnalytics Workbook.
The Workbook user interface makes it ideal for ad-hoc diagnostic analysis, with options for instant formula validation, data refresh, and drilling down through query results. A range of customization options have also been added to the interface to enable rich formatting, filtering, and visualizations of your data.
The latest iteration of SuiteAnalytics Workbook enables you to create workbooks and datasets for a variety of record types. You can also use analytical record types created specifically for Workbook, such as the sales (invoiced) record type.
SuiteAnalytics Workbook is currently not supported by SuiteBundler. To avoid installation errors with your bundles, do not include SuiteAnalytics Workbook objects. For more information about SuiteBundler, see SuiteBundler Overview.
To help familiarize yourself with SuiteAnalytics Workbook and to better understand the content available in the Workbook Help Center, see Getting Started with SuiteAnalytics Workbook.