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 a number of 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:

Related Topics

The Analytics Data Source and SuiteAnalytics Workbook
Available Record Types
Analytics Data Source Changes

General Notices