1. SuiteAnalytics
  2. Workbook
  3. Custom Workbooks and Datasets
  4. Creating a Workbook
  5. Workbook Charts

Workbook Charts

The Chart tab lets you create visualizations of your dataset results. You can make different types of charts and add any of them to the Analytics portlet on any NetSuite dashboard. You can print or export your charts to an SVG file. You can also customize how your chart looks by adding a title and subtitle, or renaming the axes. Filtering is supported too, so you can show only the most relevant values in each chart. If you want to compare metrics from two datasets in the same chart, you can build it using linked datasets. For more information, see Link Datasets in a Workbook.

The Chart tab shows all fields from the dataset in the Dataset Panel on the left. In charts using linked datasets, a link icon next to a field means it's a common key. For more information about common keys, see Common Keys.

Completed charts appear in the Chart Viewer on the right, based on the fields you choose for the x-axis, series, and measures in the Layout Panel. Whenever you update the layout or the dataset changes, be sure to click the Refresh icon Refresh report icon so the chart updates.

To create a chart:

  1. Click the add icon Add icon from anywhere within the workbook and select Chart.

    Important:

    By default, the chart uses the most recently connected dataset in the workbook. To change it, open the dataset selector in the Dataset Panel and pick a new dataset. Or, if the one you want isn't in the workbook yet, click Connect Dataset to select one from your account or create a new one.

  2. Drag fields from the Dataset Panel to the X-Axis, Series, or Measures tabs in the Layout panel.

  3. (Optional) In the Layout Panel, click Create Calculated Measure to create new measures using fields from the Dataset Panel. Calculated measures are displayed with a calculator icon Calculated measures icon. For more information, see Calculated Measures.

  4. (Optional) If you want to build your chart with two datasets, click the Dataset Menu icon and select Create Dataset Link. Depending on the common keys you select and where you place them in the layout, your results will be aggregated. For more information, see Create Visualizations Based on Linked Datasets.

  5. Select the summary type and format options for any date or number fields you add to the chart.

    1. Click the Field Menu icon next to the field you want to format in the Layout panel.

    2. Select a summary type from the popup window.

    3. (Optional) Click Format... to customize the numeric values for a field.

      For more information about numeric formatting options, see Customizing Numeric Values.

    4. (Optional) Select Currency... to view the currency consolidation or conversion options for fields with multiple currencies.

      For more information, see Currency Conversion from the User Interface.

  6. In the Layout panel, select the chart type you want from the popup.

    For information about each chart type, see the Chart Types topic.

  7. (Optional) Click the Properties subtab in the Layout panel to add a title and subtitle to the chart, or to rename each axis.

  8. Click the Refresh icon Refresh report icon to generate your chart.

  9. (Optional) Filter the data displayed in the chart:

    Note:

    Filters you add on the Chart tab only affect the chart itself. They don't change the main dataset or other visualizations.

    1. Click the Field Menu icon Field menu icon next to the field you want to filter. The options you see depend on whether the field is set as the X-Axis, Series, or Measure, or where you click the Field Menu icon (Fields List or Layout Panel):

      • Top 10: display only the top 10 results based on the measures defined for the chart.

      • Bottom 10: display only the bottom 10 results based on the measures defined for the chart.

      • Filter [Field Name] by...: enables you to define a custom measure-based filter for the selected chart.

      • Filter [Field Name]: enables you to define a custom value-based filter based on specific values within the chart results.

      • Add as Filter...: enables you to define a custom value-based filter based on specific values within the chart results.

    2. The results in the table are updated automatically.

      For more information, see Workbook Visualization Filters.

      Important:

      If you build your chart with linked datasets, make sure you apply filters to the matching field in each dataset. If you don't, your results might show values you meant to filter out. For more information, see Create Visualizations Based on Linked Datasets.

After you create your chart, you can rename it or delete the chart tab. Hover over the Tab menu icon Menu icon and select Rename Tab or Delete Tab , or double-click the tab name to rename it.

Related Topics

General Notices