Dataset Templates

Important:

By default, only users with the Analytics Administrator permission can access the workbook and dataset templates in your account. If you do not have the Analytics Administrator permission, contact a user with the Analytics Administrator permission about sharing the templates with you.

SuiteAnalytics Workbook offers over 20 dataset templates. Each template includes preselected fields, joined record types, and criteria filters so that 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.

The following dataset templates are currently available in SuiteAnalytics Workbook. If you have the Analytics Adminstrator permission, access the templates by selecting Templates on the Datasets subtab of the Analytics Home page:

Important:

Some templates are feature dependent. If you do not 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

• 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

Related Topics

Workbook and Dataset Templates

Workbook Templates

Analytical Record Types

General Notices