1. SuiteAnalytics
  2. Workbook
  3. SuiteAnalytics Workbook Tutorial
  4. Add Fields and Join Record Types

Add Fields and Join Record Types

If you haven't already, complete Step One: Select a Root Record Type.

The steps below show you how to add fields and join record types to your dataset. Only fields in the Data Grid can be used to build tables, pivot tables, and charts.

By default, the Data Grid shows preselected fields based on the root record type you chose. Fields you add will show up highlighted at the top of the Fields list.

To add fields and join record types:

  1. Add fields from the root record type to the Data Grid. You have three options:

    • Drag the fields from the Fields list to the Data Grid.

    • Double-click the fields in the Fields list.

    • Type the name of the fields in the search bar at the top of the Fields list, then drag or double-click them to add them to the Data Grid.

    For the purposes of this tutorial, you don't need to add any additional fields from the sales (ordered) record type.

  2. Join related record types to the dataset by adding their fields to the Data Grid.

    1. By default, the Records list on the Dataset Builder shows all related record types that you have access to in your account.

      Click the arrow next to any record type in the Records list to view additional related record types.

    2. Click a record type name to update the Fields list.

    3. Double-click or drag fields to the Data Grid.

      Note:

      Depending on how the record types are related in your dataset, you might see data duplication. For more information, see Guidelines for Joining Record Types in SuiteAnalytics Workbook.

      For the purposes of this tutorial, add the status field from the transaction record type.

  3. Create and add formula fields to the Data Grid.

    1. Click the Formulas link above the Records list.

    2. Click New Formula in the Fields list.

    3. In the Formula Field window, enter the formula field name.

    4. Select an output type for the formula field values.

      Note:

      Each output type only works with certain fields and formula functions. If you pick an incompatible output type, your formula won't work. For more information, see Formula Fields.

    5. In the Formula field, enter the field IDs and SQL formula functions for your formula. Or double-click field IDs or formula functions from the Functions and Fields subtabs to add them to the expression.

      Note:

      The Fields subtab only includes fields from the root record type and any related types you've accessed in the Dataset Builder. If you want to use fields from another record type, you’ll need to access it in the Dataset Builder or type in the field ID by hand.

    6. To validate the formula, click Validate.

    7. If there are no errors, click Apply to add the formula field to the dataset.

      For the purposes of this tutorial, no formula fields are required.

  4. Remove any fields you do not want to include in the dataset.

    1. Click the Field Menu icon Field menu icon in the column you want to remove from the Data Grid.

    2. Select Remove Column from the dropdown list.

      For the purposes of this tutorial, remove the memo and partner fields.

      Warning:

      Any changes you make to a dataset are automatically carried over to workbook visualizations based on it. If you remove a field from the Data Grid, it can cause failures in connected visualizations. Exercise caution when removing a field from the grid.

Continue to Step Three: Filter Your Dataset.

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