Module 21: Creating Datasets - Suite Analytics Learning Hub

What is a Dataset?

A dataset is a query that retrieves data from NetSuite's Analytics Data Source. Think of it like a saved search, but optimized for workbook visualizations. Datasets define what data to retrieve; workbooks define how to display it.

Creating a Dataset

📍 Steps

Navigate to Analytics → Datasets
Click New Dataset
Select a record type (Transaction, Customer, Item, etc.)
Drag fields from the left panel to the Columns area
Add Criteria (filters) to limit results
Click Save

Dataset Features

Drag-and-drop field selection
Linked fields — access related record data
Formula fields — create calculated columns
Criteria — filter rows returned
Preview — see sample data before saving

💡 Example: Sales Transaction Dataset

Record Type: Transaction
Fields: Date, Customer, Item, Quantity, Amount
Criteria: Type = Invoice, Main Line = False

🎯 Key Takeaways

Datasets define what data to retrieve
Use drag-and-drop to select fields
Add Criteria to filter results
Datasets are reusable across multiple workbooks

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