RE: How can I create a Chart bar from a Saved Searches in NetSuite
Answered
I was able to create saved searches that collect the number of people working on each project and the regions of those projects. Now I need to create a chart bar (people working in the project x regions) to be displayed in the dashboard. However, the saved search doesn’t give me an option to create a chart. Any ideas, how can I display this information in a chart bar? thks
A simple solution would be to take advantage of the NetSuite Analytics Workbook functionality.
- Click on the Analytics tab in your top menu to get started
- Go to the dataset subtab of the Analytics page, create a new Dataset
- On the left side you choose your “tables”.
- For Example, if you want transaction body fields you create a “Transaction” dataset, and click on “Transaction” in the left side bar. The body fields will then display to the right of that selection.
- All possible tables you can join are listed below that (e.g., >Transaction Line, or > Entity)
- Choose the same fields you use on your saved search and save the dataset
- On the left side you choose your “tables”.
- Next, create a new Analytics workbook (assumptions below)
- Visualization Type = Chart
- Layout = Stacked Column Chart
- X-Axis = Project
- Color Stack (Series) = Region
- Measures = Employee (Count)
- Define properties (axis labels, etc.)
- Save
- Personalize your dashboard and add the “Analytics” portlet
- Click on the top right corner to access the menu to setup your portlet > click setup
- Select your chart (I believe custom charts populate towards the bottom)
- Publish your dashboard as desired
Hope this helps!
