Web Store Orders Dataset

This dataset combines fields from the Transaction and Transaction Line record types, and a custom formula, so that you can analyze data related to web store orders. It forms the source data for the Web Store Orders Workbook.

Dataset Configuration

The Web Store Orders dataset combines fields from two record types, a custom formula, and multiple criteria filters. To edit the dataset, see Defining a Dataset.

Root Record Type

Joined Record Type

Custom Formula Fields

Data Grid

Criteria Filters

Transaction

Transaction Line

Item Quantity

  • ABS({‌transactionlines.quantity})

The following fields are included in the dataset.

Transaction:

  • Date

  • Internal ID

  • Source

  • Website

Transaction Line:

  • Amount (Credit) (Transaction Currency)

  • ID

The following criteria is used to filter the dataset:

  • Transaction: Date on or after start of this month

  • Transaction: Source any of Web, SCIS

  • Transaction: Type is Sales Order

  • Transaction Line: ID not equal 0

  • Item: Display in Web Site is true

  • Item: Inactive is false

  • Item: Type any of Inventory Item, Assembly, Kit/Package, Non-inventory Item, Other Charge, Service, Discount, Download Item

Related Topics

Web Store Orders Workbook
Web Store Orders Workbook
Workbook and Dataset Templates
Custom Workbooks and Datasets
Defining a Dataset
Joining Transaction Line and Transaction Accounting Line in a Dataset
Creating a Workbook

General Notices