Workbooks and Datasets
In SuiteAnalytics Workbook, you analyze your company data using datasets and workbooks. You can create datasets and workbooks and share them with anyone in your organization.
Datasets are the basis for all workbooks. In a dataset, you combine record type fields and criteria filters to create a query. The results of this query act as the source data for your workbook visualizations. A single dataset can be used in multiple workbooks and workbook visualizations. Changes you make to a dataset are automatically applied to workbook visualizations based on that dataset.
Workbooks are where you analyze the results of your dataset queries using different visualizations, such as tables, pivot tables, and charts. You can base a new workbook visualization either on a new custom dataset, or on any of the existing datasets that you have access to. You can also link two datasets in a single visualization to compare their metrics. For more information, see Dataset Linking in SuiteAnalytics Workbook.
The record types and fields displayed in each workbook and dataset are based on the features enabled in your account and the permissions assigned to the role you use to log in to NetSuite. If you do not see a specific record type or field in a workbook that you need to access, contact a user with the Administrator role.
There are also predefined datasets and workbooks that you can edit and share if you have the Analytics Administrator permission. For more information, see The Analytics Administrator Permission.