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NetSuite SuiteAnalytics workbook

NetSuite Suiteanalytics WorkBook: An Overview

SuiteAnalytics Workbook, a new analytical tool available in NetSuite, allows users to create complex workbooks by combining pivot tables, charts, and queries within the same tool. 

The workbook can perform multi-level joins, allowing users to combine data from multiple record types, including custom records. It supports formula fields and has the ability to display fields with dynamic calculations. It is also based on a unified metadata layer ensuring consistent data across all elements of the workbook.

Key Features

  • Drag-and-drop interface allowing ease of use for non-technical users
  • Easy to use tool for reports customization
  • Ability to add criteria
  • Ability to add Formula Fields
  • Ability to join data from multiple record types
  • Ability to share workbooks and export data
  • Provides various display options such as charts, pivots and tables

Enabling Suite Analytics Workbook in your account

In order to enable SuiteAnalytics Workbooks, you would need to use the following path and enable the checkbox called SuiteAnalytics Workbook.

Navigate to Setup > Company > Enable Features > Analytics Tab and check the SuiteAnalytics Workbooks checkbox.

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With the feature enabled, all standard roles have access to Workbook, except for the following:

  • Customer Center
  • Employee Center
  • Vendor Center
  • Partner Center
  • Advanced Partner Center
  • NetSuite Support Center
  • NetSuite Support Center (Basic)
  • Publisher Center

Since the Workbook feature is enabled for all NetSuite accounts, all users assigned standard roles have access to the SuiteAnalytics Workbook. However, for users with custom roles, add the SuiteAnalytics Workbook permission to the role and set the access level to Edit on the Reports subtab of the Permissions tab.

Once the SuiteAnalytics Feature has been enabled, create a new dataset by selecting fields, specifying criteria and formulas.

After creating your dataset, click on Create New Workbook.

Adding SuiteAnalytics Workbooks to your dashboard

  1. Check for the Analytics Portlet on the dashboard. If it is not present, proceed to add the portlet to the dashboard.

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  1. Click on dashboard setup and select the workbook that you want to display on the dashboard.

  1. After your workbook has been saved, you will be able to view it on the can see the dashboard

To enable and implement Suite Analytics Workbook in your NetSuite instance, connect with our team of NetSuite experts today.

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