The Power of SuiteAnalytics Workbook

Discovering hidden patterns in data and making decisions based on that data is crucial for the success of any business organization. If you’re managing your business with the help of NetSuite, and you are not using SuiteAnalytics Workbook, then it’s the best time to start! 

SuiteAnalytics Workbook can help you mine NetSuite data for valuable business intelligence in the form of interactive visualizations. 

As many NetSuite users are not aware of this hidden gem within NetSuite, they use different applications to visualize their data in the form of pivot tables and charts which sometimes create issues while transferring data. However, with the help of SuiteAnalytics Workbook, visualization is truly a piece of cake. 

User’s Benefits 

Here are some interesting features of SuiteAnalytics workbook which can help you to make visualization process easy: 

• Workbook has a very user-friendly interface and makes visualization simple with its drag & drop functionality that almost anyone can use and understand easily. 
• Workbooks are highly customizable for the individual needs of business. 
• It has built-in tables, pivot tables, and charts, all of which can help to visualize and present the data in more understandable format like a story. 

How to visualize data using workbook? 

There are three simple steps to create a workbook in NetSuite: 

1. Create a dataset 
2. Create a new workbook 
3. Start Visualizing 

Step 1: Creating a Dataset 

1. Navigation: Analytics > Datasets > New Dataset 

2. Select the record type (standard, custom, analytical). Selecting base record is equivalent to selecting Search Type while creating saved searches. 

3. Once the base record has been selected, the dataset builder page appears. Now you can add fields by just dragging and dropping the fields, create a formula, and set required criteria. 

4. Save the dataset. 

Step 2: Creating a New Workbook 

1. Navigation: Analytics > Workbooks > New Workbook 

2. Select the dataset, which you’ve created in previous step to make a workbook based on that dataset. 

Step 3: Start Visualizing 

1. Once you select a dataset to create a workbook, a new page opens with selected dataset and the field that it contains. This page looks like this: 

2. Choose the Visualization type i.e. Table, Pivot Table, Chart as per your requirement. 

3. Drag the desired fields in the desired drop areas. Suppose you’ve selected pivot table, then the page will look like this: 

You can select multiple types of visualization in a single workbook on a dataset. You just need to click on the + sign. For example, if you also want to add a chart, then click on + sign. Then, it will ask you to select the Visualization type as mentioned in step (2). Select Chart to add it. You can use various kinds of charts including column chart, bar chart, area chart, line chart, stacked column chart and stacked area chart. 

4. Click ‘Refresh’ button to see the visualization. 

Sharing Dataset and Workbook 

Datasets and workbooks can both be shared to Roles as well as Individual employees.  

To Share a Dataset or Workbook: 

1. Open the dataset or workbook and click on Share button. 

2. Then, the share window will appear. Click on the dropdown menu to select Role or Employees. 

3. Double click on the desired role (if you want to share to role) or Employee (if you want to share with employee). The selected Role or Employee will appear in right-side column of the window. (For example, I’ve selected two roles i.e. Marketing Administration and Marketing Manager). 

4. Click Share

Exporting Dataset and Workbook 

 Datasets can be exported in .CSV and SDF XML format but the workbooks can only be exported in SDF XML format, however different visualizations within the workbook can also be exported individually. Tables can be exported in .CSV format and Charts can be exported in .SVG format and also can be printed. 

Exporting a Dataset  

1. Open the dataset and click on the dropdown sign on Export button. 

2. Select the available format to export

Exporting a Workbook 

1. To export the entire workbook, open the workbook and click on Export to SDF Button. 

2. If you want to export an individual, visualization component (chart, table, etc.), then click on the Export symbol above that visualization. 

If you would like any further information, please don’t hesitate to reach out or visit our website here