Number of Fulfillments

Note:

Users with the Analytics Administrator permission can view a predefined version of this workbook from the Analytics Home Page. For more information, see Workbook and Dataset Templates.

This saved search shows the number of items which have been fulfilled.

To perform this search using the Saved Search application, all required criteria and results fields are available through the transaction record type. To recreate this search using SuiteAnalytics Workbook however, some required fields are only available through the transaction line record type. You must therefore join this record type to your dataset to recreate the search. Additionally, some required fields might have different labels in Workbook. The following table lists key differences in fields between the saved search and the workbook:

Key Field Differences in Workbook

Field Name in Saved Search	Record Type in Workbook	Required Join in Workbook	Field Name in Workbook
Name	Transaction Line	Transaction > Transaction Line	Entity
Period	Transaction	—	Posting Period
Amount	Transaction Line	Transaction > Transaction Line	Amount (Net)
Main Line	Transaction Line	Transaction > Transaction Line	Main Line

To recreate this search using Workbook:

Create a new dataset and select transaction as the root record type. Then, define the dataset as follows:

Root Record Type	Joined Record Type(s)	Custom Formula Field(s)	Data Grid	Criteria
Transaction	Transaction Line	—	Add the following fields to the grid from the transaction record type: Transaction Date Due Date Type Total Amount (Transaction Currency) Entity Posting Period Add the following field to the grid from the transaction line record type: Location	Set the following criteria on the Dataset Builder using fields from the transaction record type: Type is Item Fulfillment Set the following criteria using fields from the transaction line record type: Main Line — Yes

Number of Fulfillments Pivot Tables

Create a new workbook using the Number of Fulfillments dataset you created, and set the following fields to the appropriate dimensions for each pivot table:

• Number of Fulfillments Per Customer

  Rows: Entity

  Columns: Date (Year)

  Measures: Transaction (Count)

After you set each field to the appropriate table dimension, click the Refresh icon to generate the table.

You can also customize the table and add totals and grand totals, or rename each table. For more information, see Pivot Table Customization.

Number of Fulfillments Chart

By recreating this saved search using Workbook, you can chart your source data to visualize the information using different chart types.

Create the following chart by dragging the listed fields from the Dataset Panel to the Layout panel, and select the chart type.

• Number of Fulfillments per Customer

  X-Axis: Entity

  Series: Date (Year)

  Values: Transaction (Count)

  Chart type: Column chart

After you set each field, click the Refresh icon to generate the chart. You can also filter values, add a title and subtitle, and rename each axis. For more information, see Workbook Charts.

Related Topics

Analytics Data Source Changes

Open Sales Orders Lines

Journal Entry to Approve

General Notices