Workbook 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 workbook templates, based on the available dataset templates in your account. Each template includes a different set of workbook visualizations for you to analyze your data, including a Table View containing all of the fields from the underlying dataset. Use these templates to quickly analyze and visualize different parts of your company data. To access the underlying dataset template, click the dataset name in the Dataset Panel from any of the workbook visualizations and select Open Dataset. Some templates might also be based on a set of linked datasets. For more information, see Dataset Linking in SuiteAnalytics Workbook.

The following workbook templates are currently available in SuiteAnalytics Workbook. If you have the Analytics Adminstrator permission, access the templates by selecting Templates on the Workbooks 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 Workbook

• Customers by Item Workbook

• Employee Bonus History and Current Compensation Workbook

• Employee Tax Jurisdictions Workbook

• Intelligent Item Recommendations Workbook

• Items by Customer Workbook

• Manufacturing Workbook

• Merchandise Hierarchy Workbook Template

• Recurring Revenue Workbook

• My Transactions Workbook

• Performance Management — Goals and Reviews Workbook

• Personal Information Access Logs Dataset and Workbook

• Purchases (Billed) Workbook

• Purchases (Ordered) Workbook

• Sales (Ordered) Workbook

• Sales (Invoiced) Workbook

• SuiteCommerce Top Searches Workbook

• SuiteCommerce Top Searches with No Results Workbook Template

• Supply Chain Workbook

• System Notes v2 Workbook Template

• Time-Off Analysis Workbook

• Transaction Detail Workbook

• Warehouse Inventory: Counts & Adjustments Workbook

• Warehouse Inventory: Inbound Workbook

• Warehouse Inventory: Outbound Workbook

• Web Store Orders Workbook

• Workplace Tax Jurisdictions Workbook

• Customer 360 Workbooks

Related Topics

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

General Notices