Tutorial: Creating a Workbook Using the Workbook API
In this tutorial, you’ll learn how to:
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Load a dataset to use for a workbook
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Create a table view with data from the dataset
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Define conditional formatting rules
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Create a pivot that includes defined axes and a report style
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Define data dimensions and dimension items
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Create data measures and calculated measures
You can write your script in a text editor of your choice. When the script is complete, you can use the Dataset Builder Plug-in and Workbook Builder Plug-in to create the dataset and workbook in your NetSuite account.
If you are new to the Workbook API and want to learn how to create a simple dataset, see Tutorial: Creating a Dataset Using the Workbook API.
Navigating the Tutorial
This tutorial includes navigation links at the bottom of each page. You can use these links to go forward to the next step in the tutorial or go back to the previous step.
Use the following table to go to a specific step in the tutorial.
Step |
Description |
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This topic lists the prerequisites for this tutorial, including required NetSuite features and permissions. |
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This topic lists the complete scripts that you will create during the tutorial. |
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This topic describes how to create the dataset to use for the workbook. |
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This topic describes how to set up the structure of the workbook and load the dataset. |
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This topic describes how to create a table view, including conditional formatting rules and table columns. |
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This topic describes how to create a pivot, including data dimensions, data and calculated measures, report styles, and pivot axes. |
Related Help Topics
The following help topics provide more information about the concepts discussed in this tutorial:
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Next: Prerequisites |