Dataset Templates

Important:

By default, only users with the Analytics Administrator permission can access the workbook and dataset templates in your account. If you don't have the Analytics Administrator permission, ask someone who has the permission to share the templates with you.

SuiteAnalytics Workbook offers over 20 dataset templates. Each comes with preselected fields, joined record types, and filters so you can quickly create a custom workbook or your own version of the dataset. Additionally, each dataset template has an accompanying, predefined workbook template. For information about workbook templates, see Workbook Templates.

Here are the dataset templates you can use in SuiteAnalytics Workbook. If you have the Analytics Administrator permission, access Templates on the Datasets subtab of the Analytics Home page:

Important:

Some templates are feature dependent. If you don't see one of the listed templates in your account, contact your account administrator.

• Actual Time Dataset

• Customers by Item Dataset

• Employee Bonus History and Current Compensation Dataset

• Employee Tax Jurisdictions Dataset

• Estimated Revenue Dataset

• Intelligent Item Recommendations Dataset

• Items by Customer Dataset

• Manufacturing Dataset

• Merchandise Hierarchy Dataset Template

• Recurring Revenue Dataset

• My Transactions Dataset

• Performance Management — Goals Dataset

• Performance Management — Reviews Dataset

• Pick Task Inventory Balance Dataset

• Performance Management – Reviews Scheduler Dataset Template

• Personal Information Access Logs Dataset and Workbook

• Pick Task Inventory Balance Dataset

• Purchases (Billed) Dataset

• Purchases (Ordered) Dataset

• Reviews Scheduler by Relative Date Dataset Template

• Sales (Ordered) Dataset

• Sales (Invoiced) Dataset

• SuiteCommerce Top Searches Dataset Template

• SuiteCommerce Top Searches with No Results Dataset

• Supply Chain Dataset

• System Notes v2 Dataset Template

• Time-Off Analysis Dataset

• Transaction Detail Dataset

• Warehouse Inventory: Counts & Adjustments Dataset

• Warehouse Inventory: Inbound Dataset

• Warehouse Inventory: Outbound Dataset

• Web Store Orders Dataset

• Workplace Tax Jurisdictions Dataset

• Customer 360 Datasets

Related Topics

• Workbook and Dataset Templates
• Workbook Templates
• Analytical Record Types

General Notices