Module 20: Suite Analytics Workbook Overview - Suite Analytics Learning Hub

What is Suite Analytics Workbook?

Suite Analytics Workbook is NetSuite's built-in business intelligence tool. It combines database queries with visual analytics in a single interface — no coding required. You can build interactive tables, pivot tables, and charts to analyze business data in real time.

Key Benefits

⚡

Real-Time Data

Always current, no data exports needed

🎨

No Code Required

Point-and-click interface

📋

Pre-Built Templates

Start with ready-made workbooks

🔍

Diagnostic Analytics

Drill down to understand "why"

Architecture

Workbook Components

Analytics Data Source

Optimized metadata layer

→

DatasetQuery definition

→

WorkbookVisualizations

→

Dashboard

Analytics Portlet

📍 Two Core Components

Dataset — The query that retrieves data (like a saved search)
Workbook — The visualizations that display the data

Datasets and workbooks are decoupled — multiple workbooks can use the same dataset.

Workbook vs. Saved Search

🔄 Key Differences

Workbook: Visual drag-and-drop, pivot tables, charts, no scheduling
Saved Search: Text-based, formulas, email alerts, workflow integration
Use Workbook for visual analytics and exploration
Use Saved Search for automation and integration

🎯 Key Takeaways

Suite Analytics Workbook = Datasets + Visualizations
Real-time data from the Analytics Data Source
No coding required — drag-and-drop interface
Datasets are decoupled from workbooks (reusable)
Best for visual exploration; use saved searches for automation

← Previous: Custom KPIs Next: Creating Datasets →

📊 Module 20: Suite Analytics Workbook Overview