Select a Root Record Type

The following steps show you how to select a root record type for your initial dataset. The available record types are based on the features enabled in your account and the permissions assigned to the role you use to log in to NetSuite. If you do not see the sales (ordered) record type, contact your administrator.

To select a root record type:

  1. Click the Analytics tab in the NetSuite navigation menu.

  2. On the Analytics Home page, click the Datasets subtab and select New Dataset.

  3. Select a record type from the list.

    The Dataset Builder opens with preselected fields on the Data Grid based on the record type you choose.

    For the purposes of this tutorial, select the sales (ordered) record type.

Continue to Step Two: Add Fields and Join Record Types.

Related Topics

Enabling SuiteAnalytics Workbook in Your NetSuite Account
Add Fields and Join Record Types
Filter Your Dataset
Create a Workbook Based on Your Dataset
Pivot Your Dataset Query Results
Set up a Table View
Set up a Table View

General Notices