Guidelines for Joining Record Types in SuiteAnalytics Workbook
The following video explains some basics for joining record types in SuiteAnalytics Workbook.
The following video describes how to join the transaction, transaction line, and transaction accounting line record types.
Workbook enables you to add fields from multiple record types to a single dataset. This includes record types that are more than one join away from the root record type of a dataset, enabling you to compile workbook source data from a more diverse set of record types.
By default, the Dataset Builder lists all joinable record types that you have access to. To complete a join, you add fields from the desired record type to the Data Grid or create a Criteria filter.
If joining record types is a new concept for you, there are several considerations you should make before you attempt to join different record types in a dataset. To best take advantage of this powerful new capability, see the following topics:
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The analytics data source contains a variety of record types with predefined relationships to one another. Depending on the type of relationship between each record type that you join in a dataset, certain joins can cause unwanted duplication of your workbook source data. For more information, see Data Duplication Based on Record Joins.
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The transaction and transaction line record types share a one-to-many relationship which can result in duplication of your workbook source data. Joining the transaction accounting line record type to a transaction dataset can also cause data duplication. For more information about using the transaction record type in a dataset, see Joining Transaction Line and Transaction Accounting Line in a Dataset.
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Based on the relationship between each record type that you add to a dataset, the order in which you join record types can also impact your source data. For more information, see Join Order in SuiteAnalytics Workbook.