Pivot Table Customization
SuiteAnalytics Workbook enables you to customize many aspects of your pivot tables. Click the following links for more information:
Customizing Numeric Values
You can customize the numeric values displayed in your pivot table using the Format window. To access the Format window, click the Field Menu icon 
next to a field in the Fields list or Layout panel and select Format... from the list.
The following options are available. After you make a selection, the Preview field displays your changes. To apply your changes to the table, click OK and refresh the table. To define your own syntax, click the Special tab and enter the syntax in the field provided.
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Settings Applied From: Enables you to apply numeric formatting based on a specific language. To define each setting manually, select Custom. To use the numeric formatting set up in your NetSuite personal preferences, select User Preferences. For more information about personal preferences, see Setting Personal Preferences.
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Decimal Places: The number of decimal places to include for each value.
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Select Per Currency/Unit to use the decimal places of the currency or unit of measure for each value.
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Select Unbound to place no limits on the number of decimal places used for each value.
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Negative Values: The format to use for negative values.
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Decimal Separator: The punctuation to indicate the decimal place. Select Custom to define your own punctuation.
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Thousands Separator: The punctuation to separate groups of thousands. Select Custom to define your own punctuation.
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Prefix: Enables you to define a prefix for the values in the field.
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Suffix: Enables you to define a suffix for the values in the field.
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Currency Symbol: Enables you to define where the currency symbol appears for dollar values in the field.
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Units: Enables you to abbreviate the values of the field by thousands, millions, or billions.
Custom Number Formatting
You can customize number formatting in pivot tables in the special tab. Define your own syntax, or choose from the provided Predefined Values.
The following pivot table displays numbers numbers without custom formatting in the first column. In the second column, the numbers are custom formatted with the syntax: [0000ff]”gain “00.00,;[ff0000](##,#00.00)” loss”;[ff00ff]”nothing “0.00” zero”
The available symbols for custom numbering syntax are:
|
Symbol |
Name |
Application |
|---|---|---|
|
# |
Number Sign |
Displays significant digits |
|
0 |
Zero |
Displays non-significant zeros |
|
“ “ |
Double Quotation Marks |
Displays text enclosed in the quotation marks. Text can be placed before or after numbers (positive, negative, or zero). |
|
+ |
Plus Sign |
Typically used to display positive numbers |
|
( ) |
Paretheses |
Typically used to display negative numbers |
|
- |
Minus Sign |
Typically used to display negative numbers |
|
, |
Comma |
Thousands separator, or scale a number by a 1000 |
|
. |
Period |
Decimal separator |
|
; |
Semicolon |
Separates sections in the syntax. When you create custom number formats, you can specify up to three sections of syntax for positive numbers, negative numbers, and zero values, in that order. |
|
[ ] |
Brackets |
Hexadecimal number (without #) in square brackets defines the color of the custom format section. For example, [0000ff] is blue. |
Grouping Pivot Table Fields
Grouping fields in the pivot table Layout panel changes the granularity of the data presented in the table. By defining multiple fields as rows or columns, you can display subsets of data in the table.
For example, in the following transaction table, only the sales rep field has been defined as a row. The pivot table therefore only displays the total transactions for each sales representative.
If you also define the entity field as a row however, the table displays the total transactions per sales representative and customer.
Try grouping different fields in your pivot table layouts to analyze different subsets of data.
Compact and Expanded Mode
By default, if you group fields or include multicolumn hierarchical fields in your pivot table, the table expands horizontally which can make it difficult to view your data.
To display the table data vertically, click the Compact Mode icon 
.
Additional Pivot Table Customization Options
To further customize the appearance of your pivot tables, SuiteAnalytics Workbook offers the following options:
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To freeze column or row headers so that they are always visible as you scroll through your table, click the Freeze Column
or Freeze Row 
icons. -
To enable row or column highlighting when you point to a specific part of the table, click the Highlight Column
or Highlight Row 
icons. -
To rename a column or row, click the Field Menu icon
and select Rename... from the menu. -
To resize a column or row, drag one of the column or row boundaries until it is the size you want.
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To change the width of a column based on its values, double-click the column header.
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To expand or minimize the number of rows displayed in a column, click the
icons in the column header. -
To expand or minimize the number of values displayed for a row, click the
icon in the row header.