1. SuiteAnalytics
  2. Workbook
  3. SuiteAnalytics Workbook Tutorial
  4. Create a Workbook Based on Your Dataset

Create a Workbook Based on Your Dataset

If you haven't already, complete Step Three: Filter Your Dataset.

The following steps show you how to create a workbook based on your completed dataset.

Note:

If you want to make more workbooks from the dataset you saved in Step Three, go to the Analytics Home page, click New Workbook in the Workbooks subtab, then pick the dataset to open a new workbook.

If you want to edit the dataset from your workbook, click its name in the Dataset Panel in any workbook visualization.

To create a workbook based on your dataset:

  1. On the Dataset Builder, click Create New Workbook.

    A workbook opens. By default, the workbook is named after the root record type on the dataset.

  2. Select a workbook visualization you want to create: either a Table View, Pivot table, or Chart.

    For this procedure, select Pivot.

Continue to Step Five: Pivot Your Dataset Query Results.

Related Topics

General Notices