Workbook Charts

The Chart tab is where you create visualizations of your dataset query results. There are multiple chart types you can create, all of which you can add to the Analytics portlet on any NetSuite dashboard. You can also print or export your charts to an SVG file. Additionally, you can customize the appearance of your chart by adding a title and subtitle, or by renaming each axis. Filtering capabilities are also supported, enabling you to display only the most pertinent values in each chart. If you want to compare metrics from two datasets in the same chart, you can also build it using linked datasets. For more information, see Link Datasets in a Workbook.

The Chart tab displays any fields that are included in the underlying dataset in the Dataset Panel on the left. In charts connected to linked datasets, a link icon next to a field denotes that it is a common key in the link definition. For more information about common keys, see Common Keys.

Completed charts are displayed in the Chart Viewer on the right, based on the fields you define as the x-axis, series, and measures in the Layout Panel. Each time you change or update your layout, you must click the Refresh icon Refresh report icon to update the chart. You must also refresh the chart if you make changes to the underlying dataset.

To create a chart:

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


    By default, the chart is based on the most recently connected dataset in the workbook. To change the dataset that the chart is based on, expand the dataset selector in the Dataset Panel and select a new dataset. Alternatively, if the dataset you want is not already used in the workbook you are in, click Connect Dataset to select from any of the datasets you have access to in your account, or create a new dataset.

  2. Drag the desired 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 Measures to create new measures from the fields available in the Dataset Panel. Calculated measures are represented by the calculator icon Calculated measures icon. For more information, see Calculated Measures.

  4. (Optional) If you want to build your chart using 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 numerical 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 any fields with values in multiple currencies.

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

  6. In the Layout panel, select the type of chart you want to produce from the popup window.

    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:


    Filters applied on the Chart tab affect only the data displayed in the chart. No changes are made to the underlying dataset or any other workbook visualizations.

    1. Click the Field Menu icon Field menu icon next to the field you want to create a filter for. Depending on whether the field has been defined as the X-Axis, Series, or Measure, or if you click the Field menu icon from the Fields List or the Layout Panel, the following options are available:

      • 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.


      If you build your chart using linked datasets, you must apply filters to the matching field in each dataset. If you do not, your results might include values that you wanted to filter. For more information, see Create Visualizations Based on Linked Datasets.

Related Topics

Creating a Workbook
Workbook Table Views
Workbook Pivot Tables
Workbook Visualization Filters
Conditional Formatting

General Notices