Viewing Workbook Data in the Analytics Portlet

For charts, pivot tables and table views, you can do the following:

For charts, you can change the chart type by clicking the drop-down arrow in the upper-left corner of the portlet, and then click the thumbnail. These are the available chart types:

For more information about the different chart types, see Chart Types.

Filters applied to the underlying workbook are available from the portlet. You can modify these filters or add new filters in the same way that you do from the Workbook UI.

These changes apply only to the portlet. Also note that if you refresh the portlet with the refresh icon Refresh icon or by logging in and out of NetSuite, it clears any filters applied to the portlet. For more information about workbook filters, see Workbook Visualization Filters.

Related Topics

Workbooks
Adding an Analytics Portlet
Setting Up the Analytics Portlet
Adding Translatable Analytics Portlet Names
Opening Workbooks from the Analytics Portlet

General Notices