Workbook 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 workbook templates, all based on available dataset templates in your account. Each template comes with different visualizations to help you analyze your data, including a Table View with all 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 Administrator permission, access Templates on the Workbooks 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 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