Adam Weaver
09/20/2024, 4:22 PMCeligo AI
09/20/2024, 4:22 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To turn a CSV into a chart on a homepage in NetSuite, you would need to follow these steps: 1. Import the CSV data into NetSuite: You can do this by using the CSV import feature in NetSuite. Navigate to Setup > Import/Export > Import CSV Records. Choose the record type that matches your data and follow the prompts to upload your CSV file. 2. Create a Saved Search: Once your data is in NetSuite, you can create a saved search to filter and display the data you want to show in your chart. Navigate to Reports > Saved Searches > All Saved Searches > New. Choose the record type that matches your data and define your search criteria. 3. Add a Chart Portlet to your Dashboard: Navigate to your home dashboard and click on Personalize Dashboard. Click on the "Add Portlet" button and select "Chart" from the list of available portlets. 4. Configure the Chart Portlet: Click on the "Set Up" button on your new chart portlet. Select the saved search you created earlier from the "Search" dropdown. Configure the rest of the settings to define how your data should be displayed in the chart. 5. Save your changes: Click on the "Save" button to save your changes. Your chart should now be visible on your home dashboard. Please note that the ability to create charts is dependent on your role and permissions in NetSuite. If you do not have the necessary permissions, you may need to request them from your NetSuite administrator.
Celigo AI
09/20/2024, 4:23 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841435075
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841242492
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83821255
Celigo AI
09/20/2024, 4:23 PM