Customizing a Created Planning and Budgeting Sync Dataset

You can customize a created Planning and Budgeting Sync dataset to better suit your needs.

In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Datasets.
Click the link to a dataset in the Created status.

This opens a NetSuite page with the dataset record.
Change the name and the ID of the dataset.
Note:
Read the following guidelines:
- Make sure the name and the ID are unique in NetSuite. If the name or the ID are not unique, you need to change them to be able to create your custom dataset in NetSuite.
- Make sure you do not change the original dataset ID, and only append your custom suffix to the original dataset ID.
Make any necessary changes to the dataset, and click Save.

The following list gives details about customization and hierarchy of the Planning and Budgeting Sync datasets:

Next time you update your installed Planning and Budgeting Sync, the latest updates will not affect the Planning and Budgeting Sync datasets you already created and customized in NetSuite. If you want to use the datasets included in the latest release of Planning and Budgeting Sync, you need to recreate them in NetSuite. See Recreating a Planning and Budgeting Sync Dataset.
If you want to use your customizations with the datasets included in the latest release of Planning and Budgeting Sync, recreate the datasets as described in the help topic Recreating a Planning and Budgeting Sync Dataset. Then, update the datasets manually with your customizations.
When you add columns to a metadata dataset, make sure you add the new columns after the predefined columns. If you reorder or remove the predefined columns, the dataset hierarchy may not be generated properly.
If you export a dataset into a CSV file, and the columns you have added show internal IDs instead of values, use a formula to display the values correctly.

For example, if you add a Currency column, and the exported CSV file shows currency internal IDs, use formula TO_CHAR({currency#display}) in your formula field. For information about creating formula fields in SuiteAnalytics Workbook, see Creating Formula Fields in SuiteAnalytics Workbook.

For general information about how you can customize datasets, see Editing a Dataset.