Recreating a Planning and Budgeting Sync Dataset

If a dataset is in the Created status, you can no longer select it for submission. If you want to use the latest release version of the dataset, you need to delete the dataset and recreate it in NetSuite.

To recreate a Planning and Budgeting Sync dataset:

  1. In NetSuite, click the Analytics tab.

  2. On the Analytics Home page, click the Datasets subtab.

    NetSuite displays a list of datasets.

  3. For the Planning and Budgeting Sync dataset you want to recreate, under Actions, click Delete.

  4. At the prompt to confirm the action, click Delete.

  5. Go to NetSuite EPM > Planning and Budgeting > Manage Datasets.

  6. In the upper-right corner of the page, click Create Default Datasets.

    In the list of datasets, the status of the dataset changes to Not Created.

  7. Check the Select box next to the dataset.

  8. To add the custdataset_nspb_ prefix for the dataset to Data Source Allowlist in NetSuite EPM Connector, check the Place NSPB Dataset Prefix on Data Source Allowlist in EPM Connector box. For information, see Data Source Allowlist.

  9. Click Submit.

    In the list of datasets, the status of the dataset changes to Created.

You can click the created dataset to review or customize it. To customize the dataset, see Customizing a Created Planning and Budgeting Sync Dataset for information. To export, review, or customize the hierarchy of metadata in the dataset, see Dataset Settings in Planning and Budgeting Sync.

Related Topics

General Notices