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  3. SuiteCommerce Analytics Data
  4. Creating a Workbook for SuiteCommerce Analytics Data

Creating a Workbook for SuiteCommerce Analytics Data

A workbook is where you analyze the results of a query against one or more datasets. You can build workbook visualizations such as tables, pivot tables, and charts to help with your analysis.

Use this procedure as a base to building an Analytics Workbook for SuiteCommerce Analytics Data. The procedure uses fields found in the Record Types topic.

For a discussion on using Analytics Workbooks, see SuiteAnalytics Workbook Overview. For additional details on setting up a workbook, see Creating a Workbook.

Note that data available for your Analytics Workbook is historical but refreshed daily. The analytics data feature does not provide for a "real time" view.

Overview Steps

These brief steps are an overview of setting up a workbook for SuiteCommerce Analytics Data.

  1. Create a New Dataset using the Session or Customer record type.

  2. Build the data set by finding and dropping the desired Session fields to the table.

  3. Add filters by finding and dropping Session fields to the Criteria bar.

  4. Review the results.

  5. Save your workbook.

Overview of workbook creation steps

Detailed Steps

These steps include detailed steps for workbook creation. Follow the links for additional information.

To create an Analytics Workbook:

  1. Go to Analytics > Workbooks tab.

  2. Click New Workbook, located in the upper-right.

    New Workbook button

  3. Click New Dataset, located in the upper-right.

    Tip:

    If you already have a dataset, you can click the Dataset Name instead of creating a new dataset.

    New Dataset button

  4. Select a record type to analyze. The search bar is helpful for locating a record type.

    To search, enter any word or character from the record type name. No wild cards are needed.

    See Record Types for a list of records used in SuiteCommerce Analytics Data.

  5. Select the desired fields and criteria filters.

    See Defining a Dataset and Dataset Criteria Filters.

    Tip:

    Use the session record as the basis for all filters.

  6. Click Apply to workbook.

  7. To add another dataset, click Connect Dataset.

    1. Select a record type to analyze.

    2. Select the desired fields and criteria filters.

    3. Click Apply to workbook.

  8. Choose a visualization type.

  9. Edit the layout and formatting as desired.

    See Workbook Table Views, Workbook Pivot Tables, or Workbook Charts.

  10. Click Save.

  11. Enter a name and description for the workbook in the fields provided, then click Save.

  12. (Optional) Click Share to share the workbook with other users in your NetSuite account.

To open an existing workbook:

  1. Go to Analytics > Workbooks tab.

  2. Click a workbook tile or enter a workbook name in the search bar.

    To search, enter any word or character from the workbook name. No wild cards are needed.

    Tip:

    Workbook tiles labeled Template include the dataset only. You must select the fields and criteria.

    Existing Workbook search field

  3. To retrieve the most current data, click the More icon More menu icon and click Clear cache.

  4. Click Save or Save As if you make changes.

Related Topics

General Notices