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New to NetSuite | Pivot Table of Budget Workbook is showing Period Name in wrong order

edited Feb 6, 2024 8:19PM in Basic Accounting


SuiteAnalytics Workbook is a versatile analytical tool that enables users to create customized workbooks. It seamlessly combines datasets, tables, pivot tables, and charts into a single platform. Due to the customization options available in workbooks, it's possible to encounter unexpected behavior when sorting certain fields, such as the Periods field.

Scenario:

User is having trouble sorting the workbook data by Period and the results are not as expected.

Actual Results:


After sorting option:


Expected Results:


Solution:

Make sure to select the appropriate field in your Dataset Workbook with the correct icon. For the Periods fields, it is recommended to select the fields with the “

Katerina Winklerova

Basic Accounting/ OTC/PTP Guru

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