Recreating a Planning and Budgeting Sync Dataset

If a dataset is in the Created status, you can no longer select it for submission. If you want to use the latest release version of the dataset, you need to delete the dataset and recreate it in NetSuite.

To recreate a Planning and Budgeting Sync dataset:

1. In NetSuite, click the Analytics tab.

2. On the Analytics Home page, click the Datasets subtab.

   NetSuite displays a list of datasets.

3. For the Planning and Budgeting Sync dataset you want to recreate, under Actions, click Delete.

4. At the prompt to confirm the action, click Delete.

5. Go to NetSuite EPM > Planning and Budgeting > Manage Datasets.

   In the list of datasets, the status of the dataset changes to Not Created.

6. Check the Select box next to the dataset.

7. Click Submit.

   In the list of datasets, the status of the dataset changes to Created.

You can click the created dataset to review or customize it. If you want to customize the dataset, refer to Customizing a Created Planning and Budgeting Sync Dataset for information. If you want to export, review, or customize the hierarchy of metadata in the dataset, refer to Dataset Settings in Planning and Budgeting Sync.

General Notices