Formula Fields
In SuiteAnalytics Workbook, you can make custom formula fields to calculate values you can't get from standard record fields. You can add formula fields to your datasets in the Data Grid and use them for filters or in any workbook visualizations based on the dataset. If you try to link datasets but the fields don’t match, you can use formulas to cast the values to the needed types.
Custom formula field values update every time you refresh the dataset or connected workbook visualizations. Right now, you can't make custom formula fields based on other formula fields.
To make a custom formula field, combine NetSuite fields and SQL formula functions. You can also customize fields by using formula context values like #converted. When you set up a custom formula field, you’ll need to pick an output type based on what the formula uses. Workbook supports these output types:
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Boolean- Returns True, False, or NULL values
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Date- Returns day, month, and year values
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Datetime- Returns day, month, year, hour, minute, and second values
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Float- Returns values that include a decimal, such as currency values
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Integer- Returns values that are in whole numbers only, such count values
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String- Returns fixed string character values, such as names
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Clobtext- Returns long unicode character strings, such as item descriptions
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Percent- Returns numeric values as percentages
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Duration- Returns hour and minute values, such as hours worked
Knowing SQL helps you get the most out of the supported SQL functions when defining a new formula. To read a description of each SQL function currently supported in the formula builder, click the Functions subtab of the Formula Field window. From the Functions subtab, you can also add a sample formula definition for each of the listed functions. If you’re not sure which function to use, try out this feature in your formula definitions.
For more information about SQL formula functions, see SQL Expressions.
For more information about using formula fields, see Creating Formula Fields in SuiteAnalytics Workbook.
For sample formulas, see Basic Sample Formula Fields and Advanced Sample Formula Fields.
In your workbooks, you can also make calculated measures to use in your pivot tables and charts. But using formula fields or calculated measures affects what results you get. To learn the differences between formula fields and calculated measures, see Formula Fields and Calculated Measures.