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Analytics Workbook: Data Labels on Charts & Custom Color Themes
I wanted to check with the community regarding NetSuite Analytics Workbook charting capabilities, specifically around displaying numeric values directly on charts and chart color customization. Questions: Data Labels on Charts Is it currently possible to display numeric values (data labels) directly on bar or line charts…
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When doing Pivot, with column as Date (Month), month appears as number
When doing workbook Pivot, month appears as number. Is it possible to have this as Mar, and Apr?
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Exported Workbook to CSV file, Currency symbol are incorrect.
Hi, I exported the workbook to CSV file and import to Excel. the data currency was the "$" symbol in the system, why did I see the currency symbol all were GBP ? I checked the encoding is UTF-8.
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Analytics Workbook - Lot Numbers used issued to work order
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Dataset for Advanced Bill of Materials
I am trying to create a dataset to show all the items used on our top level assemblies. I have tried using Bill of Materials, Bill of Materials Revision, and Bill of Materials Revision Component and have not been able to make the joins. How would one go about creating this? I was able to do this to some extent before we…
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Analytics Workbook - How to add payment amount?
Hi, I try to create full AR dataset that include sales order, invoices and payments. Could you please advise how to add that payment amount that related to the invoice? In the example bellow the report include 2 invoices, the fist order is open and the second order include one invoice with four payments. The expected…
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Duplicate rows in workbook
Hello My target is to merge 2 datasets in one workbook, those 2 datasets are simple and contain: Item Name/Number: is the same for both data sets Location: is same for both data sets (and it is used as a filter) Total Quantity On Hand: is the same for both data sets Unit Price (a different level of prices) filtered by USD…
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How to create a comparative Income Statement with 2 custom date ranges.
Since we can't do this with a Report, can we do it with a Workbook? Goal is to have a Workbook that is similar to an Income Statement, with 2 date ranges, where the user can adjust date filters. Example: Q1 2023 vs Q1 2022. With Reports you can only look at data relative to today (YTD) and then compare to that.
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Netsuite Analytics - attributes for assembly
How do I connect the assembly item on the bill of materials to the item attributes for the assembly item. I want to see component items by end assembly attributes, i.e. class.
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Sales Rep Quotas and Transactions
Hi Michal: Is there a creative way to join Sales Rep Quotas to Transactions via a Workbook? I've tried from both directions (ie start with Quota and/or Transaction) to no avail. This is not an option from a Saved Search and I was hoping SuiteAnalytics might provide the solution. Our use case is based on a need to compare…
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AE:connect two Datasets in a Workbook based on more than one expression
Hi, With the new NetSuite feature. that enables linking 2 data sets, is that possible to link the 2 based on more than 1 column? For example, if we want to join the 2 datasets based on Customer and class, and not only customer. Thanks.
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Suiteanalytics to Create Subisidiary level Deferred Waterfall Revenue Report
hi team, anyone who has completed creating a report using SA workbook.
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Seeking Guidance on Script-Based Inventory Detail Loading on Transfer Order Form
We are currently exploring options to enhance our efficiency in managing Inventory Details on our Transfer Order Form from Item Receipt Form through scripting in NetSuite. The goal is to automate the loading of inventory details through a script on our Transfer Order Form from Item Receipt Form. This will not only…
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Why do Datasets get removed from the option list when I select 'Simple Table' in Workbooks?
I have created two datasets in a workbook and linked them together. Now, I have created pivot tables, and they are working fine. However, when I attempt to add a column from one dataset, the other dataset gets removed from the option list when I select 'Simple Table' from the options.
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Boolean Formula in Analytics Dataset
I'm trying to create a Boolean formula in an Analytics dataset and no matter what I do I'm getting an error: "You have syntax error in your formula (Unsupported element: Element does not exist or element class SqlValueContainer is expected.). Please see the documentation for supported syntax. (Error on line 1 column 1.)"…
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NSC | Mimic the Fulfill Button of the Sales Order Record in a Saved Search Using Formula (HTML)
Scenario Instead of clicking the Fulfill button for every sales order record. The user would like to have a link in the saved search to create a new item fulfillment for each sales order that is in a Pending Fulfillment or Partially Fulfilled status. Solution The Formula (HTML) field in the Saved Search allows us to use…
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NSC | Show the Vendor Purchase Price in a Dataset
Scenario User is trying to add the Purchase Price field under the Vendor sublist of the Item record in a SuiteAnalytics Dataset. However, when using the Purchase Price field, the results only show up to 2 decimal places. Solution If you want to show the Purchase Price under the Vendors sublist of the Item Record, then you…
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NSC | Workbook Chart to Show Count per Country and State
User needs to make a chart/graph that shows how many people there are per Country and State. This can be done by creating a Dataset, and an Analytics Workbook Chart. In the Dataset: Use the Address fields, and add the Country and/or State or any of the other fields that you need. In the Chart: Add Country to the X-Axis Add…
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SuiteAnalytics - Export transaction detail not working
Hi I am trying to include all transaction fields in a custom transaction dataset in SuiteAnalytics, to export transactions in the last fiscal year. However, when I click the Export to csv button, nothing happens i.e., the dataset does not export. I have also tried either a monthly or quarterly dataset, but it is not…
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Is there a way to see the percentage of the total in a column for each row in Workbook?
The data file just consists of line item transactions (main line for those who use saved searches) and then sums them for each method. I just want to see what percentage of the total for each method in SuiteAnalytics Workbook. I should point out that I know Saved Search really well but Workbook is a better way to show data…
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How to default Analytics Workbook to Collapsed?
When creating an analytics workbook pivot table from a dataset, I would like to add in grouping for drop-downs, but I would like the groupings to collapse by default when the workbook is first viewed. Is there a way to change the settings similar to the 'expand all' and 'collapse all' setting in reporting?
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How can I get subsidiary hierarchy in Account analytics workbook?
I have an analytics workbook based on the account dataset; I am able to get subsidiaries, but it does not include the parent child relationship, so I can't use it to create a csv import file. Basically we are creating new accounts in sandbox and I want to create aa csv import to bring in those new accounts into production.…
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How to Customize Form (Item Record > locations subtab)?
Hello everyone, I'm trying to change the layout of the inventory item, in the locations subtab ( am a bit confused with subtabs and sublists) : I need to change where the columns are but when I try to customize the item form, I can see the fields but do not seem to be able to move them as simply as I do within field…
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SuiteAnalytics Workbook is showing the incorrect quarter
Our fiscal year starts in July and ends on June, which means that April - June would be Q4 for us. Here's a screenshot of our accounting period. I tried creating a workbook based on Transaction table. When I added the "Date" as column and used "Quarter" as Date Hierarchy... The quarter is showing incorrect as shown in the…
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SuiteAnalytics (Video): Using the Transaction Record in Workbooks
Learn how to use the transaction record type as the root record for a SuiteAnalytics Workbook in NetSuite. https://docs.oracle.com/en/cloud/saas/netsuite/ns-online-help/section_1543418452.html
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Reports for Sales Tax Audits
Does anyone have any reports they've created for Sales Tax Audits? Specifically, sales by customer with tax amount. That doesn't seem to be a field available in Netsuite reporting.
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SuiteQL to extract transactionline 's exchange rate applied at line level.
Hello experts, I am usng SuiteQL to extract data out of NS. Struggling to get the Exchaneg Rate that applied on Intercompany Journals at Line Item. In InterCompany Journals, the exchange rates are differ by LineItem. In the transaction & transactionline items pull through SuiteQL, I couldnt find the exact feild name to…
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Currency Revaluation Transactions through SuiteQL Queries.
Is it possible to extract Currency Revaluation amounts in Transactions through SuiteQL??? I am unable to find the respective fields. Thanks in advnace. Currency Revaluation Transactions
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Workbook/Datataset formula fields - time operations
Hi SuiteAnalytics friends, since formulas are quite popular topic among the Dataset/Workbook user base I would like to share with you few useful ones. This will hopefully speed up the process of building new Workbooks. This time, we will look at the date and time manipulation and filtering. I would like to remind everyone…
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How to get the reject reason for the expense report in a saved search?
I'm trying to add the reject note of expense report in the saved search. I cannot find the page where it stored the reject reason values.