Joining Record Types in a Dataset
SuiteAnalytics Workbook enables you to join multiple record types in the same dataset. This includes record types that are more than one join away from the root record type selected for the dataset, enabling you to compile data from more diverse record types.
By default, the Dataset Builder lists all joinable record types that you have access to. To complete a join, simply add fields from a record type to the Data Grid or create a criteria filter using the Criteria Builder. If you are not sure which record type to join to your dataset, look for the field you want to add using the Records and Fields list search function. For more information, see Locating Fields in Workbook and Dataset Builder.
If joining record types is a new concept for you, there are several things you should consider before you begin, such as the effect of one—to—many relationships between record types, and the direction and order of your joins. This is especially true if you are working on a transaction dataset and want to join the transaction line and transaction accounting line record types.
For more information, see Guidelines for Joining Record Types in SuiteAnalytics Workbook.