Creating a Workbook for SuiteCommerce Analytics Data
A workbook is where you analyze the results of a query against one or more datasets. You can build workbook visualizations such as tables, pivot tables, and charts to help with your analysis.
Use this procedure as a base for building an Analytic Workbook for SuiteCommerce Analytics Data using the fields found in the Record Types topic.
For a discussion on working with Analytic Workbooks, see SuiteAnalytics Workbook Overview. For additional details on setting up a workbook, see Creating a Workbook.
Overview Steps
These brief steps are an overview of setting up a workbook for SuiteCommerce Analytics Data.
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Create a New Dataset using the Session or Customer record type.
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Build the data set by finding and dropping the desired Session fields to the table.
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Add filters by finding and dropping Session fields to the Criteria bar.
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Review the results.
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Save your workbook.
Detailed Steps
These steps include detailed steps for workbook creation. Follow the links for additional information.
To create an Analytics Workbook:
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Go to Analytics > Workbooks tab.
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Click New Workbook.
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Click New Dataset.
Tip:If you already have a dataset, you can click the Dataset Name instead of creating a new dataset.
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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 wild cards are needed.
See Record Types for a list of records used in SuiteCommerce Analytics Data.
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Select the desired fields and criteria filters.
See Defining a Dataset and Dataset Criteria Filters.
Tip:Use the session record as the basis for all filters.
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Click Apply to workbook.
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To add another dataset, click Connect Dataset.
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Select a record type to analyze.
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Select the desired fields and criteria filters.
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Click Apply to workbook.
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Choose a visualization type.
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Edit the layout and formatting as desired.
See Workbook Table Views, Workbook Pivot Tables, or Workbook Charts.
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Click Save.
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Enter a name and description for the workbook in the fields provided, then click Save.
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(Optional) Click Share to share the workbook with other users in your NetSuite account.
To open an existing workbook:
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Go to Analytics > Workbooks tab.
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Click a workbook tile or enter a workbook name in the search bar.
To search, enter any word or character from the workbook name. No wild cards are needed.
Tip:Workbook tiles labeled Template include the dataset only. You must select the fields and criteria.
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To retrieve the most current data, click the More icon
and click Clear cache. -
Click Save or Save As if you make changes.