ANS-0154 · SAVED SEARCHES & FORMULAS
How to Display Pivot Report Data on a NetSuite Dashboard?
NetSuite provides integrated portlets for displaying pivot table data and saved search results directly on dashboards.
Short answer
Instead of linking a URL, use NetSuite's 'Analytics portlet' for SuiteAnalytics Workbook pivot tables or the 'Custom Search portlet' for saved search results configured as pivot reports. These dedicated portlets offer a more robust and integrated experience for displaying pivot-like data directly on your dashboard, providing a modern approach to data visualization.
Scenario
Users often seek to display dynamic pivot report data directly on their NetSuite dashboards to gain quick insights. Historically, linking a direct URL was a common approach. However, more integrated and efficient methods are now available for embedding such data.
Solution
While it is technically possible to link to any NetSuite page, including a pivot report result, using a 'Shortcuts portlet' on a dashboard, NetSuite now offers more integrated and robust methods for displaying pivot-like data directly. For SuiteAnalytics Workbook pivot tables, users should utilize the 'Analytics portlet' to embed the data directly onto their dashboard. Similarly, for Saved Search results that have been configured as pivot reports, the 'Custom Search portlet' provides a direct way to display these results. These dedicated portlets offer a more seamless and integrated experience compared to simply linking a URL.
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