Hi Justin, Workbook formula doesn't have "current_user" function, however I believe this is achievable via join field "account" and then getting "name" field, so you may do "case when" statement (I assume you do this). If you want, please post here your formula and I can help to make it work. thanks for sharing with us.…

Hi Rick, no worries at all, I'm actually very happy you're trying to use Workbooks. I'm sure, this will certainly help the other users too. Here is the version of your formula for workbook: CASE WHEN {expectedclosedate} between CURRENT_DATE AND Last_Day((add_months(CURRENT_DATE,3))-1) Then 1 Else 0 END Keep posting such a…

I've created this post for such a purpose last week: and we can consider to move this under specific section under Analytic documentation once we have even more examples.

sure, the Workbook formula alternative is this: case when EXTRACT(YEAR FROM {custentity_renewal_date}) = 2020 then '1' else '' END The return type of your formula will be "STRING"

Hi Robert, With NetSuite 2019.2 release, we've introduced the measure sorting in pivot (and also charts), you've asked for. In order to test it, click "three dot menu" on your measure field and select "sort by".

Hi Rick and thanks., here comes the formula syntax that's compatible (2019.2 NetSuite release): Case When TO_NUMBER({custbody_la_upsell_total}) > 0 Then TO_NUMBER({total})-TO_NUMBER({custbody_la_upsell_total}) When ({item} Like '%-RENEW') AND ({custbody_la_upsell_total} is Null) Then TO_NUMBER({total}) When…

Hi Rick, thanks for sharing. Since you're using custom records, would it be possible to send me data types of your fields in those queries so I can simulate and fix on my end? For instance: "custbody_la_upsell_total" = integer . You can find the types in the Workbook record&field picker on the left-hand side of the…

Hi Rick, thanks for using Workbooks. The main difference between saved search formulas and Workbook formulas are two: 1) The name of fields (or even records) are different, thanks to different "search engines". Workbook uses modern "metadata" provider which helps to easily combine fields across multiple records into one…

Hi, the aggregation functionality is dedicated to pivot table (if you do not put anything to "measure" in its layout, it shows you similar design to data-tab). Could you please add more details on why you tend to use data-tab more than pivot-tab? Perhaps we can improve pivoting functionality. Is that primarily because of…

For those who want multi-join functionality, formulas and pivoting functionality should first try NetSuite Analytic workbooks as an out-of-the box analytical tool

happy to help Janet. Please post to this forum anytime you're missing some functionality regarding workbooks (or analytical use-cases in general). Michal

Hi Janet, today we are rolling out fix for the issue you reported. Please try to replicate the problem on Thursday/Friday to see if the fix works on your end. thanks, michal

Quick update: we found the root cause and it's a bug, which is now under active fixing procedure.

thanks and adding +1 to this case.

Hi Janet, thanks for heads up. I'm in a talk with a product manager of a team who owns this location fields and we are working towards solution in Workbooks. The Workbooks and SuiteAnalytic is a quite new things and we are actively working on enhancements and user feedbacak. I can't commit to any date, however I'm sure…

thanks Janet. We are already investigating the problem.

I see, thanks Janet. Would you mind to open a support case due to this and refer to my example (I assume there is no permission restriction of your role on location(s) record)?

could you guys try to link following: Item >(link/join) Locations >(link/join) > Location and use field Address , FullName or Internal ID (please note this does not provide the same result as if you would do Item > Location and then use address field, as Steve tried above). Now under the location you should be able to use…

I see thanks Steve. Let me check internally because that location under Item takes the value from "Classification" section of the standard item form. Don't you know if that location field you use is a standard one or a custom one? thanks for your time. Michal

Thanks for superfast validation Steve. Just to make the validation check complete, if you drag "item name/number" field to the table and then drill down from one of your item to the form, you see correctly filled "location" (in classification section)?

Hi Steve, could you confirm you see the same result as below when you search for location under the Item? (note location I'm using for this illustration is hierarchical data type so it can (but doesn't need to) show more than a single name)

Excellent, thanks Eric. So in order to find your contribution percentage, you create Workbook on "Transaction" record and then "join" using chain icon to "Sales Team" record and there is a field "Contribution %", which is your field from saved search. See picture below: feel free to ask more questions. thanks, Michal

Hi jjns, at the moment of 19.1 release, we support export to CSV only and it currently supports "data" table only. Chart can be exported to SVG format and pivota table currently doesn't have such option, but we are actively working on it (stay tuned for an update pls) . The export can be find here:

Hi Mark, thanks for the clarification and sorry for my late response. I see the problem and we are working on it. I'll inform here when this gets solved. apologies for the inconvenience, Michal

Thanks for your feedback. We are working on this, please stay tuned.

Hi Eric, some of the fields (minority) may have a different name or may be accessible under a different record in Workbooks. Workbooks are using a different data mode. Could you please tell me what was the base record for the "contribution percentage" in your original saved search? I'll find it's analogy in Workbook.…