Workbooks

The Analytics portlet enables you to view your workbook charts, pivot tables, and table views on your dashboard. You can add up to 10 Analytics Portlets, and each portlet can display one visualization. You can select any visualization (chart, pivot table, or table view) available in your account. The list includes all your saved workbooks and any workbooks that have been shared with you by other users.

You can set layout options for the displayed portlets. For charts, you can set the portlet size and chart type. For pivot tables and table views, you can set the height of the portlet by entering the number of visible rows you want to view at a glance. These settings apply only to the portlet.

Note:

In pivot tables, the number of rows displayed corresponds to the total number of header rows and result rows. However, in table views, the number of rows displayed corresponds to result rows only. For more information, see Setting Up the Analytics Portlet.

You can also open workbooks through the portlet. If you do not own the workbook but you have the Analytics Administrator permission, you can view, edit, and delete workbooks created by other users in your NetSuite account. For more information about the Analytics Administrator, see The Analytics Administrator Permission.

Note:

To set up the Analytics Portlet on your dashboard, the SuiteAnalytics Workbook feature must be enabled. The feature is enabled by default. For more information see Enabling SuiteAnalytics Workbook in Your NetSuite Account.

Analytics portlet

You can also apply filters to your Analytics portlet. For more information about data visualization in your portlet, see Viewing Workbook Data in the Analytics Portlet.

For more information about Analytics portlets, see the following topics:

Related Topics

Dashboards Overview
Key Performance Indicators
KPI Scorecards
Report Snapshots
Publishing Dashboards

General Notices