Scenario: The client needs to know how many vendors are created and among that how many of them are approved within this fiscal year. That is the Conversion rate = Total number of approved vendors within this fiscal year (21)/ Total number of vendors created in this fiscal year(140). For that, I have created a… Continue reading Workbook- Formula to find the conversion rate
Tag: Workbook
Filters Available in the Analytics Portlet
Previously, you could not modify filters on the Analytics portlets added to your personalized dashboard.Now, you can filter the data shown in your Analytics portlets, as well as modify filters applied from theWorkbook UI.
Cached Data Documentation
When you enable Cached Response mode feature for your datasets and workbooks, the associated datasets,workbooks, and Analytics portlets display cached data. However, some changes to a dataset requireloading real-time data, even if Cached Response mode is enabled. The cached data documentation nowdescribes which changes require loading real-time data and how you can work with cached… Continue reading Cached Data Documentation
Known Limitations in SuiteAnalytics Workbook
The following features and interactions in SuiteAnalytics Workbook have known limitations that are currently being addressed by our development teams: To mitigate the possibilities of a CSV injection, the following formatting is applied to all dataset and workbook results that are exported to CSV: All text values are enclosed in double quotation marks Values that… Continue reading Known Limitations in SuiteAnalytics Workbook
show or create a saved search to show the list of parent and child projects
show or create a saved search to show the list of parent and child projects
SQL and SuiteQL of Income Statement Workbook
Dataset: Workbook: SQL: SuiteQL:
Different subsidiaries based on the base currency are in Separate columns in Workbook
Select the Pivot option in workbook In Layout: Add the Account field to the Rows Add a Subsidiary field to the Columns Add the Amount to the Measures Click three dots icon next to the Amount field To show the amount in the consolidated level, select Apply Consolidated option. To show the amount in Base… Continue reading Different subsidiaries based on the base currency are in Separate columns in Workbook
Generating a Workbook for Standard Income Statement Report in NetSuite
Go to the Analytics menu. Create a new Dataset for Transaction by clicking on New Dataset button. 3. Select Transaction dataset and add the following criteria and columns: Criteria: Account Type: Income, Cost of Goods Sold, Expense, Other Income, Other Expense Posting is True Columns: Account Type(Transaction Line: Account: Type) Location(Transaction Line: Location) Class(Transaction Line:… Continue reading Generating a Workbook for Standard Income Statement Report in NetSuite
Dynamic account columns using Workbook
Requirement: In the report, all columns are static in the saved search and not dynamic. The client would like to show the account columns which are related to the transactions in the report. This means that only the columns having an amount is to be shown in the report as columns. Solution: Go to Analytics… Continue reading Dynamic account columns using Workbook
Get Workbook Results on Suitelet Page
Code for Run workbook results: var myResultSet = workbookResult.runPivot({ id: ‘custpivot47_16764551250261633297’ }); var newResult = response.writeLine(JSON.stringify(myResultSet));