Accessing and Sharing Workbooks and Datasets
Workbooks made before 2020.1 exist as separate workbook and dataset objects. If you shared a workbook before 2020.1, users have access to both. But since dataset changes update all linked workbooks, recipients can't edit a shared dataset unless they save their own copy. For more information, see Custom Workbooks and Datasets.
When you first click the Analytics tab, you'll see all the workbooks and datasets you can access on the Analytics Home page. These include ones you own and those shared with you. To preview a workbook or dataset, click the Details link. If you have Analytics Administrator permission, you can also open workbooks and datasets other users created, as well as access or share built-in templates. For more information about the Analytics Administrator permission, see The Analytics Administrator Permission.
The record types and fields you see in each workbook or dataset depend on which features are enabled and the permissions for your NetSuite role. For example, you need the Invoice permission to see or use the invoice record type. Some SuiteAnalytics Workbook actions depend on your NetSuite permissions. For example, to export a dataset to CSV, you need the Exports Lists permission at Create level or higher.
For more information about specific record type and field access in Workbook, download the following worksheet: NetSuitePermissionsUsage.xls. If you do not see a specific record type or field that you need to access, contact your system administrator. Also, keep in mind that you can only access certain workbooks and datasets such as the Sales (Invoiced) workbook, if they are shared with you by other users in your account. For more information, see Saving and Sharing Workbooks and Datasets.