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📊 Week 4: KPIs & Suite Analytics Workbook

📚 6 Modules ⏱️ ~3 Hours 🎯 Advanced Analytics

Week Overview

This final week covers NetSuite's executive-level analytics tools. You'll learn to display Key Performance Indicators (KPIs) on dashboards using various portlet types, create custom KPIs from saved searches, and build interactive data visualizations with Suite Analytics Workbook. These tools transform raw data into actionable business intelligence.

Learning Objectives

  • Add standard KPIs to dashboards using multiple portlet types
  • Create custom KPIs from saved searches with summary fields
  • Build KPI Meters, Trend Graphs, and Scorecards
  • Understand Suite Analytics Workbook architecture (datasets + workbooks)
  • Create visualizations: tables, pivot tables, and charts
  • Share workbooks and display them on dashboards via Analytics Portlet
18
Standard KPIs & Portlets
75+ prepackaged KPIs, KPI portlet, meters, trend graphs, and scorecards
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19
Custom KPIs
Build KPIs from saved searches with summary fields and date filters
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20
Suite Analytics Workbook Overview
Architecture, benefits, data source, and components
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21
Creating Datasets
Query the analytics data source to retrieve record data
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22
Workbook Visualizations
Table views, pivot tables, and charts
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23
Sharing & Analytics Portlet
Share workbooks, permissions, and display on dashboards
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