✅ SEO-Rich Description

This in-depth SuiteAnalytics training lesson explains how to work with NetSuite Data Sets, the foundational component of the SuiteAnalytics reporting and visualization platform. Whether you’re transitioning from Saved Searches or learning SuiteAnalytics from the ground up, this walkthrough breaks down exactly how Data Sets function, how they relate to Workbooks, and how they fit into NetSuite’s relational database structure.

The lesson begins by clarifying the difference between Data Sets vs. Workbooks, using a simple analogy: Data Sets are the raw material, while Workbooks are the visual, analytical output. After navigating through the Analytics tab, the tutorial demonstrates how to create a new Data Set, beginning with selecting a record type—most commonly Transaction—similar to building a Saved Search.

You’ll learn how SuiteAnalytics organizes information into tables and fields, how the results area automatically populates with default fields like date, type, and entity, and how the preview window displays real-time results of your Data Set configuration. The tutorial walks step-by-step through setting up Data Set criteria by dragging fields such as Type and Main Line into filter areas, showing how criteria instantly refine your preview.

A core part of the lesson explains how NetSuite’s relational database works, including how tables like Transaction and Transaction Line differ, how joins operate, and why certain fields—such as Main Line—exist on specific tables. You’ll see how to add fields for criteria or results, how to identify the table a field belongs to, and how to navigate the table hierarchy.

The tutorial also demonstrates best practices for building intuitive Data Sets, including:

• creating filters that mirror Saved Searches,

• selecting commonly used fields such as location, customer, date, amount, and status,

• using the search bar to quickly find fields like Currency,

• and interpreting the color-coded “blue bubble” indicators that show which fields are included in your results.

Perfect for NetSuite analysts, system administrators, accountants, report builders, and anyone working with SuiteAnalytics, this guide provides the clarity needed to confidently build Data Sets and prepare for advanced analytics through NetSuite Workbooks.

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