The quick answer
Create a Transaction dataset, filter Type to Invoice and Transaction Line: Main Line to Yes, then add Location and Currency. Rename Entity to Customer, save, and reopen the criteria and columns.
The screenshots show a recorded demonstration with sample data. Use your own records and values when following the steps.
Before you start
Use SuiteAnalytics Workbook access to create and edit datasets and permission to read the required transaction fields. Main Line is in the Transaction Line join. Extra one-to-many joins can multiply rows; this example does not create a workbook or share the dataset.
01. Inspect the mixed transaction preview
Open Analytics → Datasets → New Dataset and select Transaction. The starting preview has three invoices and purchase order PO9675. This gives a visible baseline for the invoice criterion.
02. Filter Type to Invoice
Drag Transaction Type into the criteria area. Use Field Values, any of, select Invoice and Apply. The purchase order disappears and three invoices remain.
03. Add the joined Main Line criterion
Select Transaction Line, then drag Main Line into criteria. Choose Yes and Apply. Read the AND criteria together. The row count stays at three in this example. Main Line is not a universal duplicate-removal rule.
04. Add location and currency context
Drag Location from Transaction Line into the columns. Switch to Transaction and add Currency, then clear the field search. Rename Entity to Customer through its column menu. Scroll across to check Customer, Transaction Line: Location and Currency. Currency identifies the transaction currency; it does not convert amounts.
05. Save a named dataset
Click Save, enter Invoice Header Review and the description Invoice header context for receivables analysis, then Save in the dialog. This stores the dataset definition without creating a workbook.
06. Reopen and verify the definition
Return to Analytics → Datasets and reopen Invoice Header Review. Compare both AND criteria, the Customer alias, Location and Currency, and the same three invoices.
Check the result
- Both invoice and main-line criteria persist.
- Customer, Transaction Line: Location and Currency are retained.
- The result remains three invoices; no workbook or access grant was created.
Common questions
How do I create a dataset containing only invoices?
Create a dataset with Transaction as the root record type. Add Transaction: Type = Invoice as a criterion, then add Transaction Line: Main Line = Yes so the dataset uses invoice main-line context.
Where is Main Line in a Transaction-root dataset?
Main Line is under the related Transaction Line record type, not under Transaction. Add it as a criterion and set it to Yes; this selects main-line context but is not a universal duplicate-removal rule.
How do I add customer, location, and currency columns?
Add Transaction Line: Location and Transaction: Currency to the result columns. Rename the Entity column to Customer to change its label; this does not rename the underlying field or customer record. Because Location comes from a joined line record, additional one-to-many joins can change the row count.
What is the difference between saving a dataset and creating a workbook?
Saving preserves the dataset’s records, criteria, columns, and aliases for reuse. It does not create a workbook, change transactions, or grant access to another user; a workbook must be created separately and sharing must be configured separately.