How can I set up a Budget vs Actual workbook in SuiteAnalytics?

AI generated answer (using internal Slack threads):

To set up a Budget vs Actual workbook in SuiteAnalytics, you can follow these steps: 1. Navigate to SuiteAnalytics Workbook. 2. Click on 'New' to create a new workbook. 3. Choose the 'Financial' domain. 4. In the 'Data' tab, add the fields you need for your report. For a Budget vs Actual report, you might need fields like 'Account', 'Amount', 'Period', 'Budget', etc. 5. In the 'Rows' section, drag and drop the 'Account' field. 6. In the 'Columns' section, drag and drop the 'Period' field. 7. In the 'Values' section, drag and drop the 'Amount' field twice. One will represent the Actual amount and the other will represent the Budget amount. 8. Click on the 'Amount' field that represents the Budget amount. In the 'Field Settings', change the 'Formula' to

SUM({budgetamount})

. This will sum up the budget amount for each account and period. 9. In the 'Filters' section, you can add filters as needed. For example, you might want to filter by 'Fiscal Year'. 10. Once you have set up your workbook, you can save it and run it to view your Budget vs Actual report. Please note that this is a basic setup and you might need to adjust it according to your specific needs. Also, the availability of certain fields might depend on your NetSuite setup. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******