Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Pop Quiz You only have until January 15, 2025, 1:00 PM ET to comment your answers and earn rewards! Click here for more details.
Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
Hello Community! Josh Maxwell, a User Experience Researcher for NetSuite Foundation has fun a question for you. Imagine for a moment that NetSuite had an assistant like Alexa or Siri. What would you ask of your NetSuite assistant? Use this survey link to share your top questions to the assistant.

Here are some examples to get your creative juices flowing.

"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
To help you get the most out of your 2025.1 Release Preview account, review the topics outlined in the Release Preview Guide.

How to use nested CASE formula function

edited Apr 16, 2020 4:18AM in SuiteAnalytics Workbook

Hi Workbook users. Many users are asking how to use more complex conditions in Formula fields so I have decided to put it here. To use multi-level decision logic in Formula fields use "nested" CASE function. The CASE can be altered within another CASE function and it allows you to compare and create more complex conditions (similar to "IF/ELSE IF" syntax from programming languages).

Let's take following example:

1) Create new dataset on Customer record

2) Make sure you have these fields added to the table: "Entity ID", "Status", "Stage", "Lead Source", "Transaction"

3) Create new formula field, which will evaluate lead source and status of customer's transactions and provide various text outputs as a result of this formula:

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders