Efficient Data Sampling with the Evaluate Sample Data Button in SuiteAnalytics

Introduction

In the dynamic landscape of financial and operational reporting, having instant access to accurate data is critical. The new Evaluate Sample Data button introduced in NetSuite 2026.1 simplifies the recalculation of sampling summary fields on-demand, enhancing the user experience when inspecting records on tablets.

What is the Evaluate Sample Data Button?

The Evaluate Sample Data button appears alongside the Record button within the tablet inspection screen, allowing users to recalibrate sampling data without going through extensive procedures. This means users can effortlessly check their sample data, ensuring reports reflect the most current and precise information.

Key Features

• On-Demand Functionality: Users can recalculate sampling data as needed, rather than waiting for an automated process to complete.
• Increased Efficiency: Quick data updates help administrators and developers make informed decisions based on the latest data without unnecessary delays.

How to Use the Evaluate Sample Data Button

1. Navigate to the Tablet Inspection Screen: Access the relevant record that requires sample data evaluation.
2. Locate the Button: Find the Evaluate Sample Data button next to the Record button.
3. Execute the Evaluation: Click the button to trigger a recalculation of sampling summary fields. This action will adjust the data on-screen in real-time, reflecting any changes that have occurred since the last calculation.

Best Practices

• Make it a habit to utilize the Evaluate Sample Data button before generating reports to ensure data accuracy.
• Encourage your team to familiarize themselves with this feature, especially those handling regular data inspections, to reduce the chance of errors in reporting.

Potential Gotchas

• Ensure that changes made to underlying records have been saved before using the Evaluate Sample Data button. Uncommitted changes may not reflect in the sampled data, leading to outdated or incorrect information.
• This feature may not be available in all types of records; thus, familiarity with its placement and associated functionalities is crucial for seamless operations.

Conclusion

The Evaluate Sample Data button marks a significant enhancement in NetSuite's SuiteAnalytics capabilities. By enabling quick evaluations of sample data, users are better equipped to manage real-time insights and maintain data integrity within their reporting workflows.

Key Takeaways

• The Evaluate Sample Data button in NetSuite 2026.1 allows for quick recalculation of sample data.
• It enhances reporting efficiency by providing real-time data updates.
• Familiarization with this feature can significantly improve accuracy in data-related tasks.
• Users should ensure records are saved before evaluation to avoid outdated information.