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SuiteAnalytics Workbook/Template - Financial Statement Layout

edited Jun 3, 2020 6:27PM in Ask A Guru 4 comments

Have you been able to create a SuiteAnalytics Workbook or Data Template like the Financial Statement layout?  If so, what root record did you start with and what data did you join?

We need to be able to present the percentage of total revenue for specific Cost of Sales and Expense Accounts based on specific time periods.  Our client would like to be able to monitor and view trend graphs on their Dashboard.  We were able to successfully create this report using a Custom Income Statement layout but we were unable to present this data on our client's Dashboard via Trend Graph or in a report snapshot.  We have attempted to create a Custom KPI in order to run Trend Graphs on the user's Dashboard but were not able to successfully create


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