Workbook and Dataset Templates
SuiteAnalytics Workbook currently offers over 20 predefined workbook and dataset templates.
In a dataset template, all of the required fields, record types, and criteria filters are predefined so that you can create a workbook without having to first define a complex, custom dataset. Conversely, workbook templates include predefined workbook visualizations such as table views, pivot tables, and charts, so that you can analyze and visualize the results of the accompanying dataset templates. In a workbook template you can also add additional visualizations based on the dataset template already connected to the workbook, or any datasets that you have access to in your account.
By default, only users with the Analytics Administrator permission can access workbook and dataset templates. If you do not have the Analytics Administrator permission, you can access these templates only if a user with the Analytics Administrator permission shares them with you. You must also have access to the underlying dataset template to open a workbook template. Additionally, some templates are feature dependent. If you do not see one of the listed templates in your account, contact your account administrator.
If you have the Analytics Administrator permission, you can access the templates from the Analytics Home page, from either the Workbooks or Datasets subtabs.
For more information about the Analytics Administrator permission, see The Analytics Administrator Permission.
To see the dataset templates currently available in SuiteAnalytics Workbook, see Dataset Templates.
To see the workbook templates currently available in SuiteAnalytics Workbook, see Workbook Templates.
The sales (ordered), sales (invoiced), and manufacturing workbook and dataset templates are based on custom analytical record types designed specifically for SuiteAnalytics Workbook. These record types combine data from the transaction, transaction line, and transaction accounting line record types.
To see the analytical record types currently available in SuiteAnalytics Workbook, see Analytical Record Types