1. SuiteAnalytics
  2. Workbook
  3. Custom Workbooks and Datasets
  4. Dataset Linking in SuiteAnalytics Workbook
  5. Create Visualizations Based on Linked Datasets

Create Visualizations Based on Linked Datasets

You can use linked datasets to create pivot tables and charts within a workbook. Table views do not support data aggregation, so you cannot build them using linked datasets.

As with visualizations based on individual datasets, you build visualizations based on linked datasets by assigning fields as dimensions and measures in the Layout panel. Any fields defined as common keys as part of the link definition are denoted by a chain link icon in the Dataset panel. To properly render and aggregate your results, any fields you use as a dimension should also be defined as a common key. If they are not, your results might include blank cells. For more information, see Common Keys.

Additionally, if you apply a filter to a field that has been defined as a common key, make sure you apply the same filter to its matching key field. If you do not, only results from one dataset will be filtered.

To create a visualization based on linked datasets:

  1. Click the Add icon from anywhere within the workbook.

  2. Select the type of visualization you want to create.

    Note:

    Table Views do not support linked datasets.

  3. Drag fields from the Dataset Panel to the Layout Panel. To switch between datasets, click the dataset name

    Important:

    Any fields you assign as dimensions should also be defined as common keys in the link definition. This dictates how your results are aggregated, and prevents empty cells. For more information, see Common Keys.

  4. (Optional) Create a calculated measure using fields from either dataset. For more information, see

    Calculated Measures.

  5. (Optional) Filter your results. For more information, see Workbook Visualization Filters.

    Important:

    If you want to filter your results using a dataset filter and you use a field that has been defined as a common key, make sure you apply the same filter to the matching key field in the other dataset. If you do not, only results from one dataset will be filtered. Additionally, any calculated measures you have created will only be rendered at the total and grand total levels.

  6. Click the Refresh icon to generate the results.

Related Topics

General Notices