This topic contains 10 replies, has 0 voices, and was last updated by trimblee 12 years, 2 months ago.
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The Wizard of OzHello
We have a pretty little portlet on our dashboard that I’m sure a lot of you do to. It’s called “Comparative Sales” and it compares total $ from up to 3 given periods. Neat!
Now, if I wanted to have it compare total items sold, as opposed to $, how would I go about that. I can generate something that will show me 1 date range, but I can’t get any comparative information to display.
I tried editing the comparative sales report and changing the total revenue columns to total items sold. You’d think that would work wouldn’t you? Wrong!
If someone knows the answer I’ll be their best friend for a week.
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phoenixRE: Reports – Comparative
Would this be acceptable in a KPI? You can compare two dates in those..Are you wanting a total of all items sold, or by category, class, etc?
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The Wizard of OzRE: Reports – Comparative
Just total of all items sold
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mgoodmanRE: Reports – Comparative
It may not be the easiest way, and the data won’t be in a portlet, but you can create two or more identical reports with Allow Web Query turned on and load them into Excel. That way, each report can have different date filter and with a little Excel magic, you can have a Comparative version of pretty much any report.
That’s how I created a Comparative Trial Balance report for a client.
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evanstimUse a CASE WHEN statement in a saved search. This allows you to filter data in a results column. So, if you wanted 3 columns for comparison, for example, you could add three formula lines using CASE WHEN on each line to select the appropriate data.
There is a terrific example in the SuiteAnaltyics exercise book which builds a custom 30/60/90 overdue debtors report.
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The Wizard of OzRE: Reports – Comparative
Originally posted by evanstim
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Use a CASE WHEN statement in a saved search. This allows you to filter data in a results column. So, if you wanted 3 columns for comparison, for example, you could add three formula lines using CASE WHEN on each line to select the appropriate data.
There is a terrific example in the SuiteAnaltyics exercise book which builds a custom 30/60/90 overdue debtors report.
Where is said exercise book?
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evanstimRE: Reports – Comparative
Originally posted by The Wizard of Oz
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Where is said exercise book?
You need to attend the SuiteAnalytics: Reports and Searches class to get a copy of it.
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The Wizard of OzRE: Reports – Comparative
Oh. Not available online somewhere? How exclusive…
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evanstimNetSuite courseware and related documentation is protected IP, which I think is reasonable enough.
Really though, I think a person with a reasonable amount of NetSuite experience could take what I have written in this post about using CASEWHEN, and use the existing documentation (Help, User Guides) to work out how to build a search to filter data into columns.
In my opinion, the documentation available in NetSuite is very extensive.
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The Wizard of OzRE: Reports – Comparative
In your opinion, yes.
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trimbleeRE: Reports – Comparative
My guess is that the overdue debtors 30/60/90 saved search that Tim refers to is from this thread, and I wouldn’t be surprised if many of the other examples are user submitted (the 100 ways to use formula fields thread has a wealth of examples).
That said, I’m a fan of NetSuite’s documentation. It’s not perfect, but it could be a lot worse, like really a lot worse (have you ever used Concur?).
Evan
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