What is SuiteAnalytics Workbook: An overview of NetSuites Exciting New Feature
If you’re familiar with NetSuite, you will already know that the long-standing way of NetSuite’s Analytics included Searches and Reports. These tools were totally disconnected from each other, they had their own interfaces, their own ways of building & customising, and they even pulled from separate data sources. While both tools could provide users with useful, real-time information on their NetSuite data, they could be tricky to use, from an end-user point of view, and could often have limited formatting options.
Introducing the SuiteAnalytics Workbook!
In NetSuite 2019.1, the SuiteAnalytics Workbook will be generally available to all NetSuite instances. While some of you may have worked with it as a beta feature in 2018.2, now is the time for everyone to take advantage of the benefits this new feature will bring.
Here is a brief outline of what you can expect from SuiteAnalytics Workbook.
New User Interface
You may have read that within 2019.1, NetSuite is getting a bit of a makeover and thankfully the SuiteAnalytics Workbook has not been forgotten about. The new user interface for analytics within NetSuite does not only look sleeker than the previous offerings, but it is also designed to make it easier to create and build the reports, with actions such as drag-and-drop editing, instant formula validation, data refreshment and drill down through query results. This means users that may not have as much knowledge of how the records within NetSuite fit together, or of query language, can still create complex workbooks.
A Unified Data Source
As mentioned above, the Searches and Reporting previously were pulling from separate data sources, meaning it could sometimes be confusing to the end user deciding which method of analytics to use. SuiteAnalytics Workbook has a new unified data source, which ensures fields are consistently exposed to the Workbook with consistent results across all components.
Another new function that has been added to SuiteAnalytics Workbook is multilevel joins. This means that you can use data from multiple record types, including custom records, within the one workbook, giving you the ability to analyse data together from multiple different areas of NetSuite.
All in all, the SuiteAnalytics Workbook is a feature that 3EN are welcoming with open arms - and mainly because it puts the power back into the user’s hands. With SuiteAnalytics workbook being easier to customise, combine queries and create pivot tables and graphs, a user can now analyse data easier, more efficiently and on demand.
If you have any further questions or queries about SuiteAnalytics Workbook, or any other features within NetSuite 2019.1, please feel free to leave a comments in the comments section below, or contact us here.