Connect a Second Dataset to Your Workbook

If you have not already done so, complete Step Five: Pivot Your Dataset Query Results.

The following steps show you how to create and add an additional dataset from within your workbook.

To connect a second dataset to your workbook:

  1. Click the add Add icon icon to open a new workbook visualization tab.

  2. Click Connect Dataset.

  3. On the Select a dataset page, click New Dataset.

  4. Select a record type for the dataset.

    For the purposes of this tutorial, select the item record type.

  5. In the Dataset Builder, add the quantity on hand and quantity back ordered fields from the item record type to the Data Grid.

  6. Click Save.

  7. In the Save Dataset As window, enter a name and description for the dataset, then click Save.

  8. Click Apply to workbook.

Continue to Step Seven: Set up a Table View.

Related Topics

Enabling SuiteAnalytics Workbook in Your NetSuite Account
Select a Root Record Type
Add Fields and Join Record Types
Filter Your Dataset
Create a Workbook Based on Your Dataset
Pivot Your Dataset Query Results
Set up a Table View

General Notices