Adding Formula Fields to Reports
For financial statements, use the Financial Report Builder to edit columns. See Financial Report Builder Edit Columns Page.
You can select Add Formula Field in the Add Fields pane to add columns based on calculated formulas to your report.
Then you can select the formula type and the formula components (the x and the y) in the Report Preview pane.
NetSuite provides six predefined formulas in the Formula Type field:
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Sum: x+y
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Difference: x-y
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Percent Difference of X: ((x-y)/x)*100
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Percent Difference of Y: ((x-y)/y)*100
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Ratio: x/y
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Percent Ratio: (x/y)*100
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Multiply: x*y
In the fields provided, you can select columns to use for the X and Y values in the equations listed above.
You also can choose whether to include a grand total field for the formula column in report subtotal rows, and indicate one of the following methods to calculate grand total values:
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Apply the formula to the subtotal row's X and Y values. This method is the default.
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Sum formula column values from rows belonging to the subtotal grouping. To use this method, clear the Apply Formula to Grand Total box.
Reports currently do not support the addition of fields calculated through more complex, customized expressions, for example those that use SQL functions. Searches do support the use of these types of formulas for results and criteria fields. See Formulas in Search.
To add formula fields to reports:
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On the Reports page, click Customize next to the report you want to add formula fields to.
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In the Add Fields pane, click Add Formula Field.
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In the Formula Type field, select a formula to use to calculate values in the selected column.
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In the X and Y fields, select the report columns to be used as X and Y in the formula equation. For each row, the values of the X and Y columns calculate the value for the formula field column.
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If needed, check the Add Grand Total box to add formula column grand total fields in subtotal rows.
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If you want formula grand totals to be sums of formula column values, clear the Apply Formula to Grand Total box.
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Click Preview or Save.
Formula column values in report results are rounded to the currency precision, as determined by the format of the company currency, or in NetSuite OneWorld, by the format of the subsidiary base currency.