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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Using Formulas in Suiteanalytics datasets abd workbooks
Hi Everybody
I am trying to build a dataset containing.
Account Type
Year
Month
Month Total
From here, I want a pivot table with Columns
- Account
Mth to Date
Ytd Total ( formula Mth to Date (sum)
I need to be able to filter by current month;
I am building my way to Act vs Budget tables that have more flexibility and can be displayed on Dashboards
My SQL skills cover the basics of CASE, TO_etc, COnCat RTRIM and LTRIM - but if pointed in the right direction I can usually work it out but it is time-consuming.
Cheers Ross
Ross Leahy
NetSuite Enablement
0