SuiteAnalytics Workbooks in NetSuite

📝 What Are SuiteAnalytics Workbooks?

SuiteAnalytics Workbooks are NetSuite’s modern reporting and analysis tool.
They provide Excel-like pivot tables and charts directly inside NetSuite, allowing users to explore data visually and interactively without exporting to spreadsheets.

👉 Think of Workbooks as the next generation of Saved Searches with better visualization and analysis options.

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🔧 Key Features of SuiteAnalytics Workbooks

• Datasets → Define the raw data set (similar to a saved search, but more powerful).
• Pivot Tables → Summarize data by rows, columns, and metrics.
• Charts → Create bar, line, pie, and combination charts.
• Filters → Apply interactive filters to refine results instantly.
• Sharing → Publish workbooks for specific roles or departments.

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⚙️ How to Create a SuiteAnalytics Workbook

Example: Monthly Sales by Customer with Trend Chart

1. Go to: Analytics > Workbooks > New Workbook.
2. Select Dataset: Transactions.
3. Define Dataset:
   • Fields: Customer, Date, Amount.
   • Filter: Type = Sales Order.
4. Create Pivot Table:
   • Rows: Customer.
   • Columns: Month (from transaction date).
   • Values: Sum of Amount.
5. Add Chart:
   • Choose Line Chart.
   • X-Axis: Month.
   • Y-Axis: Total Sales.
   • Series: Customer.
6. Save as: Monthly Sales by Customer.

👉 Now you can see both a pivot table and a trend chart side by side.

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✅ Example Use Cases

• Finance: Revenue by subsidiary with quarterly growth chart.
• Sales: Opportunities won vs lost by rep with pie chart breakdown.
• Operations: Inventory by location with pivot on Available vs Committed.
• Customer Service: Case volumes by priority with bar chart.

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🔗 Workbooks vs Saved Searches

Feature	Saved Searches	Workbooks
Data Structure	Flat list	Pivot tables & charts
Visualization	Limited	Interactive graphs
Audience	Operational users	Executives & analysts
Use Cases	Lists, exports, workflows	Analysis, trends, comparisons

👉 Use Saved Searches for automation and scripts, and Workbooks for analysis and visualization.

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💡 Pro Tips & Best Practices

• Always start with a clean dataset — filter out unnecessary records early.
• Use formulas in datasets for calculated fields (e.g., Gross Margin %).
• Build role-based workbooks (Finance Workbook, Sales Workbook).
• Combine pivot tables + charts for the most value.
• Don’t overload with too many metrics — focus on the key insights.

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📌 Key Takeaways

• SuiteAnalytics Workbooks bring advanced reporting with pivot tables and charts.
• Great for executives, finance, and sales teams needing visual insights.
• Saved Searches are still needed for automation, but Workbooks are better for analysis.
• Best practice: Use both — Saved Searches to feed processes, Workbooks to explore data.

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👉 Next Page: SuiteAnalytics Connect (ODBC/BI)