The SuiteAnalytics Workbook tool is a user-friendly analytics tool that combines the abilities of a report, saved search, and Microsoft Excel all in one. Most users find themselves compiling a saved search or report within NetSuite, and then exporting the information outside to compile pivot or chart information within Excel.
The SuiteAnalytics offers features such as:
- Drag and drop criteria and data selections
- Pivot creation
- Charter creation
- Custom field formulas
- Ability to export data set to CSV format
- Sharing workbooks either by Role or User
- View real-time data sets as criteria and sorting changes are made
Here are 5 easy steps to get started:
- Enable SuiteAnalytics Workbook feature on the Enable Features page
The Analytics tab will now appear in NetSuite.
- Select Analytics tab and click New Workbook button.
Select the record type you would like to create a workbook for.
- Under the Criteria tab
Select the fields you would like to filter data set with.
You can create a grouping of criteria by clicking on New Group button
For the available record type and fields, you can click on the join icon to identify other record types that join.
Once the criteria have been set, you can click on the Data tab to view the results. Within the Data tab, users can:
- Drag and drop the columns to move the order of the information
- Click on the 3-dot icon to change the sorting
- Change the data column position
- Change the name of the data column
- Create a Pivot
By clicking on the Add Pivot tab, users can create multiple pivot tables with the data. This feature allows users to drag and drop the available data columns from workbook to create a pivot table.
Pivot table points can be easily adjusted and user will click on the refresh icon to update the pivot table with real-time data.
- Create a Chart
By clicking on the Add Chart tab, users can create multiple charts, much like Chart wizard in Microsoft Excel, to display data information in chart format.
Chart properties can be adjusted. For example, changing the name of the chart as well as the X/Y axis labels.
What’s to come for SuiteAnalytics Workbook?
Within the 2019.2 release, here are some of the features user can look forward to trying out:
- Standard workbook for transaction detail. This is a beta version and will have the same information as the Transaction detail report but including the features of the SuiteAnalytics tool.
- Standard workbooks will be available for NetSuite environments that have SuitePeople features. These workbooks will support information related to:
- Time-off analytics
- Employee tax jurisdictions
- Workplace tax jurisdictions
- Beta version of inventory metrics and analytics will be available. These reports will be related to:
- Purchase order to receive
- Transfer order to receive
- Customer return to receive
- Open inventory counts
- Inventory counts to approve
- Enhanced DataSet subtab to avoid user switching between Criteria and Data subtabs when creating a workbook
- Separation of Record Types and Fields to allow quicker identification and join related record types for workbook
- Ability to customize numeric values in charts created in workbook
Please note, there is a draw back to 2019.2 release of SuiteAnalytics workbook being that custom transaction types will no longer be used as the root record type. Instead, you will need to select the standard Transaction record and apply the Type criteria. It is within the Type criteria, that you can select the custom transaction.
Want to know more? Chat with one of our Concentrus team members and we will take you through it.