Pivot Tab

The Pivot tab is where you pivot your dataset query results. Any fields that are included in the underlying dataset appear in the Dataset Panel on the left. To build your pivot table, drag fields from the Dataset Panel to the Layout panel, then click the Refresh icon Refresh report icon. The generated pivot table is displayed in the Pivot Table Viewer on the right.

You can create multiple pivot tables using the same dataset query results.

For information about how to use the Pivot tab to pivot your dataset query results, see Creating a Workbook.

The elements of the Pivot tab are identified in the image below:

Pivot tab

1

Workbook Information — Click to view or edit the workbook name, description, internal ID, or to add a translatable portlet name to your Analytics portlet. This information is available from anywhere within the workbook.

For more information about translatable Analytics portlet names, see Adding Translatable Analytics Portlet Names.

2

Undo, Redo, and Refresh — Undo or redo your latest edits, and refresh the data in the workbook visualization you are currently in. The undo and redo options apply to any action within the workbook and not just the current tab you are in. For more information about data refreshing, see Data Refresh in SuiteAnalytics Workbook.

3

Add — Click the add icon to add a new workbook visualization.

4

Dataset Panel — The leftmost area of any workbook visualization, the Dataset Panel contains all of the fields included in the selected dataset. In workbook visualizations based on linked datasets, the panel shows both dataset names.

To build a workbook visualization, drag fields from the Dataset Panel to the Layout Panel or the Table Viewer. You can also access and edit the underlying dataset, or switch to a different dataset using the Dataset Selector at the top of the panel. In workbook visualizations based on linked datasets, fields used to define the link are denoted by a chain link icon. If you delete fields used to define the link, it can cause errors within the workbook. For more information, see Dataset Linking in SuiteAnalytics Workbook.

  • To view or edit a dataset, click the dataset name in the Dataset Selector.

  • To view additional information about a field, point to the field and click the Information icon icon.

  • To create a value-based filter, click the Field Menu icon Field menu icon and select Filter [Field Name] from the list. You can also create measure-based filters from the Layout panel or the Viewer. For more information, see Workbook Visualization Filters.

  • To collapse the Dataset Panel and expand the Viewer, click the double arrows Collapse arrows icon.

5

Dataset Selector — This list enables you to access and edit the datasets connected to the visualization, select a different dataset, or connect a dataset that is not already used in another workbook visualization. In visualizations connected to linked datasets, it also enables you to edit the dataset link.

  • To view or edit a dataset, click the dataset name in the Dataset Selector. Alternatively, click the menu icon and select Open Dataset.

  • To connect or create a new dataset, click the arrow and select Connect Dataset.

  • To edit the dataset link, click the dataset menu icon and select Edit Dataset Link.

  • To save or discard changes to the selected dataset, click the menu icon and select Save Changes or Discard Changes. You must save or discard changes to any datasets connected to the workbook before you can save the workbook.

6

Layout panel — The Layout panel displays the layout for your pivot table. For date and numeric fields, the summary type is also displayed next to the field. Every time you make changes to your pivot table layout, you must click the Refresh icon Refresh report icon for the changes to take effect.

  • To add fields to the layout, drag them from the Dataset Panel to the desired section of the pivot table. You can define multiple fields for the same table component. For more information, see Grouping Pivot Table Fields.

  • To add a calculated measure, click Create Calculated Measures and define your calculations. Calculated measures are represented by the calculator Calculated measures icon icon. For more information, see Calculated Measures.

  • If you are in a NetSuite account with multiple currencies or subsidiaries and your workbook contains fields with values in multiple currencies, click the Field Menu icon Field menu icon next to an applicable field and select Currency... to apply currency conversion or consolidation. You must convert or consolidate values that are in multiple currencies to perform arithmetic operations and other types of numeric manipulation. For more information, see Currency in Datasets and Workbooks.

  • To create a value-based filter for the table, click the Field Menu icon Field menu icon and select Filter [Field name].... You also create measure-based filters for the table if you select the Top 10 [Field name], Bottom 10 [Field name], or Filter [Field name] by options. For more information, see Workbook Visualization Filters.

  • To rename a field, click the Field Menu icon Field menu icon and select Rename....

  • To format the numeric values that are displayed in the table, click the Field Menu icon Field menu icon and select Format.... For more information, see Customizing Numeric Values.

  • To change the summary type for dates and numeric values displayed in the table, click the Field Menu icon Field menu icon next to an applicable field and select the preferred summary type.

  • To apply conditional formatting to your pivot table measures, click the Field Menu icon Field menu icon next to the measure field you want to highlight, then point to Conditional Formatting and select Manage Conditional Formatting. For more information, see Conditional Formatting

  • To collapse the Layout panel and expand the Pivot Table Viewer, click the double arrows Collapse arrows icon.

  • To add a grand total for a field, click the Field Menu icon Field menu icon and select Show Grand Total.

7

Pivot Table menu — This menu contains additional formatting options for the pivot table. The following options are available:

  • Export icon Export icon — Export a CSV file of the pivot table currently displayed in the viewer.

  • Totaling icon Totaling icon — Add totals and grand totals to your pivot table for any applicable fields. Totals for columns can be added to the right or left of the table. Totals for rows can be added to the top or bottom.

  • Highlight Rows icon Highlight row icon — When enabled, rows are highlighted when you point to them.

  • Highlight Columns icon Highlight column icon — When enabled, columns are highlighted when you point to them.

  • Row Lock icon Freeze column icon — When enabled, the top row is locked so that it remains visible while scrolling through the table.

  • Column Lock icon Freeze row icon — When enabled, the first column is locked so that it remains visible while scrolling through the table.

  • Compact Mode icon Compact mode icon — If you define multiple fields as rows or add a multi-column hierarchy to your table, turn on compact mode to condense the fields into a single column.

8

Pivot Table filter summary — Displays a summary of the filter conditions applied to the pivot table. Filter conditions created on the Pivot tab only affect the pivot table and do not change the underlying dataset.

9

Pivot Table Viewer — The Pivot Table Viewer displays your generated pivot table after updating the layout and clicking the Refresh Refresh report icon icon. As an alternative to dragging fields to the Layout panel to construct your table, you can add them directly to the Pivot Table Viewer.

In the Pivot Table Viewer itself, you can perform the following actions:

  • To resize a column or row, drag one of the column or row boundaries until it is the size you want.

  • To change the width of a column based on its values, double-click the column header.

  • To add a total for a column or row, click the Field Menu icon Field menu icon and select Show Grand Total.

  • To create a measure-based filter for the table, click the Field Menu icon Field menu icon and select Top 10 [Field name], Bottom 10 [Field name], or Filter [Field name].

  • To create a value-based filter for the table, click the Field Menu icon Field menu icon and select Filter [Field Name]....

    For more information, see Workbook Visualization Filters.

  • To rename a field, click the Field Menu icon Field menu icon and select Rename... from the list.

  • To apply sorting to the table, click the Field Menu icon Field menu icon and select Sort A to Z, Sort Z to A, or Sort [Field name...].

10

The displayed data refresh details are different depending on whether the Cached Data in Datasets feature is enabled or not:

  • Cached Response / Real-time Response Data from [time] — Displayed when the Cached Data in Datasets feature is enabled. Displays if the workbook visualization is showing real-time data or cached data, and the time when the data was updated.

  • Last Updated — Displayed when the Cached Data in Datasets feature is disabled. Displays the time when the data in the current workbook visualization was last updated. To retrieve the latest results, click the Refresh icon.

For more information, see Data Refresh in SuiteAnalytics Workbook.

11

Workbook Menu — This menu is available from within all workbook visualizations.

  • Click Share to share the workbook and any connected datasets with other users in your account.

    For more information, see Accessing and Sharing Workbooks and Datasets

  • Click Save to save your workbook, including all selections made in each visualization. You can only save your workbook if the connected datasets have also been saved. If you do not own the connected datasets, save copies using different names.

12

Learn about Analytics — Click Learn about Analytics to open a panel that lists all SuiteAnaltyics Workbook videos as well as a description. To view a video, click the thumbnail and it will open in a new window.

Related Topics

Navigating SuiteAnalytics Workbook
Analytics Home Page
Dataset Builder
Table Tab
Chart Tab

General Notices