Customization of Created Datasets

You can filter dataset data by how long ago it was created or last updated. You can also customize the hierarchy of metadata you want to export in a dataset.

To customize a dataset:

1. In NetSuite, go to Planning & Budgeting > Setup > Dataset Settings.

   NetSuite displays a list of datasets.

2. Click Customize next to a dataset of your choice.

   If you have already customized the dataset, the Edit button is available for you to make any additional changes.

3. Under the Add–On Filter section that is available for transactional datasets, select your filtering option from the Filter dropdown list. Some of the options may not be available for the dataset you are customizing:

   • No Filter

   • Created or Updated Since N Days Ago

   • Created Since N Days Ago

   Where N is the number of days in the past to include in the filtering. Specify the number in the Days field.

   Note:

   This filtering does not modify the configuration of the created datasets. It only filters the results of datasets execution in your Planning and Budgeting.

4. If you are customizing a metadata dataset, take any of the actions under the Hierarchy Settings section. Some of the actions may not be applicable to the metadata dataset you are customizing:

   1. Enter a value in the Top Level Parent Value field to customize the top level parent name.

   2. Check the Exclude Upper Level Hierarchy Members box, if you do not want to include the upper level member in the hierarchy. This option applies only to the Accounts and Item metadata datasets.

   3. The Return Hierarchy Based Only on Data in This Search box is provided to return the hierarchy of metadata only from the customized dataset.

      • For all metadata datasets, this box is checked by default and cannot be cleared.

      • For all transactional datasets, this box is unavailable.

   4. Enter a value in the Category Prefix field to customize the default category prefix. Make sure the category prefix is unique for each metadata dataset.

5. If you are customizing a metadata dataset, take any of the actions under the Parent Level Transaction section. Some of the actions may not be applicable to the metadata dataset you are customizing:

   1. From the Data Storage for Parent Record dropdown list, select the default value for the Data Storage column in the exported metadata dataset.

      You have the following options:

      • Never Share – This option sets the value of the Data Storage column for the parent to Never Share.

      • Dynamic Calc – This option sets the value of the Data Storage column for the parent to Dynamic Calc.

      • Store – This option sets the value of the Data Storage column for the parent to Store.

      • Store/Never Share – When the parent has only one child, NSPB Sync sets the value of the Data Storage column to Never Share. Otherwise, the value is set to Store.

      Your selection impacts the way data is stored and calculated for the parent in your Planning and Budgeting.

      Note:

      The default value of the Data Storage column for all child records in all the supported metadata hierarchies is Store.

   2. To change the default prefix or suffix for the member name, do the following:

      1. Enter a value in the Member Name Affix Value field.

      2. From the Custom Affix for Member Name dropdown list, select whether you want to add Member Name Affix Value as Prefix or Suffix.

         If you select the Use Default option, the default P_ prefix is used.

   3. To change the default prefix or suffix for the alias column, do the following:

      1. Enter a value in the Alias Affix Value field.

      2. From the Custom Affix for Alias dropdown list, select whether you want to add Alias Affix Value as Prefix or Suffix.

         If you select the Use Default option, the default Total_ prefix is used.

6. Under the Sorting section, from the Sort By dropdown list, select the required option for sorting metadata in the dataset:

   • Sort metadata alphabetically by Alias.

   • Sort metadata numerically by Member Internal ID.

   • Sort metadata alphabetically by Member Name.

   If you do not select any sorting option, metadata is automatically sorted by Member Internal ID.

   Metadata is sorted on each level of the hierarchy.

7. Click Save.

Related Topics

Dataset Settings

Manual Export of Dataset Metadata

General Notices