UPDATE: With the release 21.2, Workbooks have ability to export pivot table into CSV file (and as such you can convert Workbook content into Excel).

Hi Greg, it looks I made a mistake. There is missing "Extract" function of the month in the second half of the condition (as we are comparing monhts). Here is the correct one: CASE WHEN (ADD_MONTHS({trandate}, 1) <= CURRENT_DATE) AND (Extract(Month from ADD_MONTHS({trandate}, 1)) = Extract(Month from CURRENT_DATE))

Hi Venkat, which part of Workbook you would like to export? Is that table, pivot table or chart into CSV (and is it really CSV or more Excel format)? For now, you can only export that basic table into CSV from within a Dataset. Is there anything we would need to add into CSV so you can user it properly after the export?…

Hello, Angel, do you have enabled currency consolidation? The export should provide "what you see" data though, so please, if this issue remains, open a support ticket so we can fix this for you. thank you for sharing here, Michal

Hi, what you're looking for is a feature we call "period over period". It's not in version 2020.2 but it will be out soon and this one will allow you to compare different periods in your pivot columns and aggregated data. thanks for your detailed feedback, Michal

Hi, I'm in charge of Workbook performance and we have a private-beta in place which significantly speed up Workbooks. If you're interested, could you please share your company/account name and the name of the Workbook that's problematioc? If so I can fist look into the Workbook and dataset that slow and suggest next steps…

Hi, at the moment it is not possible to format numeric values to named (and localized) months. It's known feature request and I'm adding your vote to this. Michal

please note that this settings/UI option is no longer valid since 2019.2 version

So, a new struggle.. I took one of your classes a long time ago and you gave us a formula sheet. I'm struggling to convert it to the new analytics. It's saying that it references an inaccessible field today. I've seen this error on a different formula as well, is there a different way to say today? This is the formula I'm…

Thank you so much!!! I was getting so frustrated with a case statement and decided to see if signing up for this community would help. I am NOT disappointed. We're happy to hear this. Please, feel free to share your future experience with Workbooks and formulas. I'll be glad to help you and others in our quite new…

Thank you for sharing that fun fact @"Michal Hrncirik-Oracle"! Unfortunately, inline images were not migrated. I added you to the mod group and you should be able to edit the post now. Please log out and back in to confirm. Regards, @"Robert Nedelkow-Oracle" Hi Robert, one more thing, I'm PM for SuiteAnalytic and I would…

Thank you for sharing that fun fact @"Michal Hrncirik-Oracle"! Unfortunately, inline images were not migrated. I added you to the mod group and you should be able to edit the post now. Please log out and back in to confirm. Regards, @"Robert Nedelkow-Oracle" Hi Robert, thanks for your prompt action, edit works like a charm…

Hi, I'm Michal Hrncirik from Brno, Czech Republic. Currently in charge of Analytic Workbooks (Suite Analytics). Fun fact: I did tandem skydiving even though I'm scared to climb a tree and I enjoyed that. QQ: I wrote this blog post on the previous platform: https://community.oracle.com/message/15351398# but all images got…

Hi, thanks for bringing this up and apologize for delayed reply. Your understanding of this feature is correct, if the case you turn the option to "show hierarchy" it should be filtering also child items. However, this behavior is currently broken and we tracking this as a bug to fix. Currently there is no workaround and…

Hi, thanks for contributing here. There is no limitation on amount of joins and starting 2019.2 version the actual "joining" of the records on UI was simplified so you can search using field or record name. Would you mind to review this short video with new UI:…

thanks for adding your vote on this one.

Hi Nick, so this time I cannot provide a quick solution for your report. We need to add possibility to join Quota to SalesRep directly to create such report. I'll use your enhancement ticket you reported above (internally tracked as USR-8611). Thanks for your understanding and I'll keep this forum posted once it will…

still on it...

thanks for quick validation Rick. I need to talk to the owning team of this record. Please, stay tuned..

Hi Rick, based on what I tried, I think it will require two datasets in one workbook (which are we working on), but for double check, if you try to create new workbook on Quota and navitagte into Rep Employee (which should be sales) and then to transaction amount, is that giving you the right data (please see the short…

Hi Rick, happy New Year. Good question, let me try that and I'll come back here shortly.

Hi, perhaps you can use SuiteAnalytic Workbook for this report. It allows you to either show original currencies (each transaction row has its original currency) or you can use Currency consolidation on Amount field which allows you to auto-convert into one specific currency: I can assist if needed, Michal

Happy to help, thanks Mark.

understood, we will post schreenshot in a while.

Hi Mark, the ERP team has changed the record logic for Workbooks and they've moved fields from the "Opportunity" record from your legacy report into "Transaction" record in Workbook. That means, you need to create your new Workbook report on Transaction (if possible) and then add all fields from Opportunity. If you stuck…

I see, thanks Mark, let me swing by the ERP owner team to figure this out, please stay tuned.

Hi Mark, I see "Opportunity Transaction" record and then "Opportunity" fields in Workbook made on "Transaciton" record. I just quickly search in the field picker in the workbook to find these. Are these not what you were looking for? Perhaps you may tell me the record name in your saved search or report, where you saw…

Hi Justin, thanks for the specific example, I fully understand what you need and have this as feature request, there is no good enough workaround for this situation at the moment. I believe we will bring that soon into formula syntax.. Michal

Hi Justin, I found a way how to do this outside/without formula. You can create dataset criteria filter on Employee (for instance "Created by" field), but it can be any field which has as a value Employee. Then, in the filter use {me} as "any of" value, which will take the currently logged user as a parameter and filter…

Hi Rick, thanks for sharing this feature request. We are tracking this internally as "quick portlet filters". What would be your ideal functionality (ie. full type of filter definition as in Workbook UI, or you'd like to display pre-selected/defined filters for a quick filtering on dashboard)? You can perhaps also tell us…