Set up a Table View

If you have not already done so, complete Step Six: Connect a Second Dataset to Your Workbook.

The following steps show you how to create a table view using the query results from your second dataset.

To create a table view:

1. Select Table.

2. Double click the names of the fields in the order that you want them to appear in the table.

   For the purposes of this tutorial, add the fields in the following order: item name, quantity on hand, quantity ordered.

3. Click Save.

4. In the Save Workbook As window, enter a name and description for the workbook in the fields provided and click Save.

   All selections made in each workbook visualization are saved.

   Important:

   You must save any datasets created as part of the workbook authoring process before you can save the workbook. For more information, see Saving and Sharing Workbooks and Datasets

5. (Optional) Share the workbook with other users in your account.

   1. Click Share.

   2. In the Share Workbook window, select the users or roles you want to share the workbook with.

   3. Click Share.

      For more information about sharing workbooks, see Accessing and Sharing Workbooks and Datasets.

6. (Optional) If you want to make edits to any of the datasets connected to the workbook, click the dataset name in the Dataset Panel from within any workbook visualization.

   For more information, see Editing a Dataset.

Related Topics

• Enabling SuiteAnalytics Workbook in Your NetSuite Account
• Select a Root Record Type
• Add Fields and Join Record Types
• Filter Your Dataset
• Create a Workbook Based on Your Dataset
• Pivot Your Dataset Query Results
• Connect a Second Dataset to Your Workbook

General Notices