NETSUITE SUITEANALYTICS
EXAM
what are the best practices for displaying saved searches -
ANSWERS-1. think through and talk through how you want your
search to behave
2. utilize expressions for more complex search results
3. work with summary types to provide grouping of data
4. highlighting to focus on critical information
how do functions work in saved searches - ANSWERS-functions
allow you to convert search results more useful formats.
1. apply functions to specific search result columns, transforming date
and numeric values into more useful formats
2. convert a simple date to a date period
3. round numeric values
4. provide aging and ranking
how to use functions in saved searches - ANSWERS-1. go to the
results tab
2. select the required field
3. go to the function column, select the function from the drop-down
list
4. click done to apply the selected function to the field
,formatting dates - ANSWERS-instead of adding a specific type of
date field, utilize netsuite functions to reformat a date to show a
particular view
1. available functions: calendar week, day, month, quarter, week of
year, and year
2. if you group on the date first, then you provide another summary
view of your information
- ex: support cases by customer and quarter and then drill into
quarterly details
aging results - ANSWERS-apply aging to date fields such as how
many days have elapsed since a support case was created:
1. use function "age in days" and provide a custom label
overview of using formulas - ANSWERS-formulas in saved searches
are very powerful and allow calculations to be undertaken at search
run time ex:
1. a formula that adds 12 months to the transaction date returns the
date when a warranty expires
2. a formula which ranks customers based on their annual spend
(using RANK function)
3. a formula which groups open sales invoices based on their due date
(using CASE function)
4. a formula which calculates the margin on a sale by taking the
COGS value from the revenue (no function - just a simple calculation)
,add simple formula - ANSWERS-build simple formulas to display
calculated values:
1. ex: create a saved search on inventory items and show the markup
on inventory items
formulas and functions - ANSWERS-functions can be combined with
formulas to provide more detailed and meaningful results
how can i convert a date to display as a reference to a quarter -
ANSWERS-netsuite functions
what can i do if i want to display a calculated result - ANSWERS-use
a formula
i need my result to display as an integer, but it displays as 5.33 what
do i do - ANSWERS-ROUND formula
can i do more than use simple expressions, formulas, and functions -
ANSWERS-yes, through SQL
how many dimensions do kpis have - ANSWERS-one
kpis: dimension - ANSWERS-1. kpi's only have one dimension
2. they can be setup as separate kpi's for comparative purposes
3. they allow point in time comparisons
, what are the basis for custom kpis - ANSWERS-saved searches
1. define the saved search adequately identifying the data to be
included in the KPI
2. use the required summary feature to give your KPI meaning
3. if not summarized, NetSuite will return the count of matched
records as the KPI
what do filters do on saved searches - ANSWERS-1. limit the data
that the search returns
2. apply as many filters as required
where do you filter on dates on saved searches - ANSWERS-
additional filters
summary type in custom kpis - ANSWERS-since kpi's only have one
dimension
1. only one field is needed in the results tab of the search you are
using for the KPI
2. this field should have a summary defined in the summary type
column
- sum, average, count, minimize, or maximize
3. if other fields are defined in the results, these display when the user
drills down to the search from the KPI
to drill down on saved search - ANSWERS-1. additional fields may
be added to the results
EXAM
what are the best practices for displaying saved searches -
ANSWERS-1. think through and talk through how you want your
search to behave
2. utilize expressions for more complex search results
3. work with summary types to provide grouping of data
4. highlighting to focus on critical information
how do functions work in saved searches - ANSWERS-functions
allow you to convert search results more useful formats.
1. apply functions to specific search result columns, transforming date
and numeric values into more useful formats
2. convert a simple date to a date period
3. round numeric values
4. provide aging and ranking
how to use functions in saved searches - ANSWERS-1. go to the
results tab
2. select the required field
3. go to the function column, select the function from the drop-down
list
4. click done to apply the selected function to the field
,formatting dates - ANSWERS-instead of adding a specific type of
date field, utilize netsuite functions to reformat a date to show a
particular view
1. available functions: calendar week, day, month, quarter, week of
year, and year
2. if you group on the date first, then you provide another summary
view of your information
- ex: support cases by customer and quarter and then drill into
quarterly details
aging results - ANSWERS-apply aging to date fields such as how
many days have elapsed since a support case was created:
1. use function "age in days" and provide a custom label
overview of using formulas - ANSWERS-formulas in saved searches
are very powerful and allow calculations to be undertaken at search
run time ex:
1. a formula that adds 12 months to the transaction date returns the
date when a warranty expires
2. a formula which ranks customers based on their annual spend
(using RANK function)
3. a formula which groups open sales invoices based on their due date
(using CASE function)
4. a formula which calculates the margin on a sale by taking the
COGS value from the revenue (no function - just a simple calculation)
,add simple formula - ANSWERS-build simple formulas to display
calculated values:
1. ex: create a saved search on inventory items and show the markup
on inventory items
formulas and functions - ANSWERS-functions can be combined with
formulas to provide more detailed and meaningful results
how can i convert a date to display as a reference to a quarter -
ANSWERS-netsuite functions
what can i do if i want to display a calculated result - ANSWERS-use
a formula
i need my result to display as an integer, but it displays as 5.33 what
do i do - ANSWERS-ROUND formula
can i do more than use simple expressions, formulas, and functions -
ANSWERS-yes, through SQL
how many dimensions do kpis have - ANSWERS-one
kpis: dimension - ANSWERS-1. kpi's only have one dimension
2. they can be setup as separate kpi's for comparative purposes
3. they allow point in time comparisons
, what are the basis for custom kpis - ANSWERS-saved searches
1. define the saved search adequately identifying the data to be
included in the KPI
2. use the required summary feature to give your KPI meaning
3. if not summarized, NetSuite will return the count of matched
records as the KPI
what do filters do on saved searches - ANSWERS-1. limit the data
that the search returns
2. apply as many filters as required
where do you filter on dates on saved searches - ANSWERS-
additional filters
summary type in custom kpis - ANSWERS-since kpi's only have one
dimension
1. only one field is needed in the results tab of the search you are
using for the KPI
2. this field should have a summary defined in the summary type
column
- sum, average, count, minimize, or maximize
3. if other fields are defined in the results, these display when the user
drills down to the search from the KPI
to drill down on saved search - ANSWERS-1. additional fields may
be added to the results
