Workbook and Dataset Templates
There are over 20 predefined workbook and dataset templates in SuiteAnalytics Workbook. You can see the templates and datasets you have access to on the Analytics Home page.
In a dataset template, all 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.
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.
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. If you do not see one of the listed templates in your account, contact the user with the Analytics Administrator permission.
If none of the predefined dataset templates and workbooks suit your needs, you can author your own dataset. For detailed steps, see Custom Workbooks and Datasets.