SuiteAnalytics Workbook and Merchandise Hierarchy

 

SuiteAnalytics Workbook enables you to create customizable workbooks that combine queries, pivot tables, and charts. Workbooks are ideally suited to help you analyze items organized in merchandise hierarchies, enabling you to slice sales performance data by product categories (hierarchy nodes).

For more information, see the help topic SuiteAnalytics Workbook.

You can use Merchandise Hierarchy with SuiteAnalytics in:

Merchandise Hierarchy in Standard Sales Workbooks

You can analyze sales performance sliced by Merchandise Hierarchy elements using standard SuiteAnalytics Sales workbooks. Custom Merchandise Hierarchy fields are included in these standard Sales workbooks by default:

  • Sales (Invoiced) Workbook

  • Sales (Ordered) Workbook

If you have the Analytics Administrator permission, you can access the workbooks using the links in the Standard Workbooks list on the Workbook Listing Page.

You can drag the custom Merchandise Hierarchy fields to columns or rows into a pivot table or chart in the workbook to organise the data as needed. The following image is an example of Merchandise Hierarchy fields used in a Pivot by Item table.

For more information, see the help topic Standard Workbooks.

Note

Standard Sales workbooks do not include merchandise hierarchy attribute fields by default. To include attributes in your workbooks you must create a custom workbook. For more information, see Creating Custom Merchandise Hierarchy Workbooks.


Creating Custom Merchandise Hierarchy Workbooks

With SuiteAnalytics Workbook, you can create custom workbooks that include all the merchandise hierarchy elements you need, including merchandise hierarchy attributes. SuiteAnalytics Workbook supports multilevel joins, which means you can join fields from multiple records in one single workbook. SuiteAnalytics Workbook also enhances the visualization of data in workbooks, providing better grouping of hierarchical data in pivot tables, and charts.

If the standard Sales workbooks do not include all fields you require in your workbook, you can create a custom workbook by adding the required fields to the Dataset. For more information, see the Custom Workbooks topic.

To include Merchandise Hierarchy fields in a custom workbook, you must manually add them to the workbook. You should start with a Sales record type and find the Merchandise Hierarchy fields under Item in the Records list:

Important

When you have only one hierarchy version defined in your system, you will create merchandise hierarchy workbooks that display the current hierarchy structure and item classification. These workbooks use custom merchandise hierarchy fields that have been added to the item record. They only show the current classification of items in the hierarchy and cannot show different classifications from different hierarchy versions.

For reports that use historical hierarchy data when your system includes multiple merchandise hierarchy versions, see Using Hierarchy Versions in Workbooks and Reports.


Including Attributes in Merchandise Hierarchy Workbooks

The following example shows how to create a workbook that includes merchandise hierarchy attributes. To demonstrate how merchandise hierarchy attributes can be utilized, the workbook will show transactions for items assigned to a specific node: the Women’s Wear department. You can change the criteria to produce different types of merchandise hierarchy workbooks as needed.

For more information regarding attributes, see Applying Attributes to Items in a Merchandise Hierarchy.

To create a custom workbook to include merchandise hierarchy fields and attributes you must complete the following steps in order:

  1. Start with a standard Sales workbook

  2. Add attribute fields to the source data

  3. Set up your pivots and charts

Open a Standard Sales Workbook to Include Attributes

You should use a standard Sales workbook as the starting point for any custom merchandise hierarchy workbook because they include custom Merchandise Hierarchy fields by default.

Tip

If you create a new workbook and use Sales (Invoiced) or Sales (Ordered) as the root record type, note that the workbook will not include custom Merchandise Hierarchy fields by default.


To open a standard Sales workbook:

  1. Click the Analytics tab in the NetSuite navigation menu.

  2. On the Analytics dashboard, expand the Standard Workbooks list.

  3. Select one of the following standard Sales workbooks:

    • Sales (Invoiced) Workbook

    • Sales (Ordered) Workbook

Add Attributes to the Source Data in Merchandise Hierarchy Workbooks

The following steps show you how to add attribute fields to the source data of your merchandise hierarchy workbook. Merchandise hierarchy attributes are custom item fields and therefore are located under Item in the Records list on the Dataset tab. Only fields that are added to the Data Grid can be used to generate a pivot table or chart.

In this example we will add the following attribute fields:

  • Fabric

  • Seasonal Collection

To add attribute fields to the source data of your workbook:

  1. Click the Dataset tab.

  2. Click Item in the Records list.

  3. Double-click the attribute you want to add in the Fields list. In our example, the first attribute we select is Fabric.

  4. Repeat steps 2 through 3 to add the Seasonal Collection attribute.

Your selected attributes are now included in the dataset for your workbook. You can now customize your pivots and charts to include the attribute values.

Customize Pivots and Charts in Merchandise Hierarchy Workbooks

The standard Sales workbooks have several pivots and charts predefined by default. In our example we will customize the Pivot by Item table to include Fabric attribute values. You can add merchandise hierarchy attributes to any of the default pivots and charts or create your own as needed.

To customize a pivot table in your merchandise hierarchy workbook:

  1. Click the Sales by Item tab. Note, this tab appears by default in both standard Sales workbooks.

  2. Double–click the desired fields in the Fields list to add them to the Rows list in the Layout panel.

    In this example we add the following to the Rows tab:

    • [MH] Department

    • [MH] Silhouette

    • [MH] Class

    • Fabric

    In this example we also add Quantity (Sum) to the Measures tab.

  3. Select the Item field in the Rows panel and click the Down Arrow icon in the Rows panel header to move it to the last row.

  4. Click the Refresh icon to generate the pivot table.

    Important

    If any changes are made on the Dataset tab or Pivot table tab, you must click the Refresh icon in the Pivot table tab to update the pivot table.


Remember to save your workbook. You can save your workbook at any time, click the Menu icon, and select Save (or Save As to save a copy of your workbook).

For more details regarding working with pivots, including formatting the layout, changing the summary type, or adding filters, see the Step 4: Pivot Your Source Data topic.