I'm trying to set up custom reports in NetSuite which would generated Month over Month flux analysis (based on a certain $ amount threshold) for balance sheet and income statements. Is that something that can be created in NetSuite and if so, how can we create them?
Thanks
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I would much be thankful if someone can help me with this situation.
I have weekly reports of sales by product and store, but these reports are aggregated by year (each report contains sales by year to current date) and I intend to disaggregate the data so I can have the sales of each week of the year in my reports.
Currently I am doing this with an excel formula and I want to pass this to power query / Language M
Here it is the formula in the image
enter image description here
Here is the explanation of the columns
Source.Name.1= The number of the report according to the week
SKU= Product code
Ventas YTD= Sales by year to current date
No.Tienda.number.1= Code of the store
Ventas semana= weekly sales using the excel formula
I currently have a mental block and I would appreciate of you could guide me through the problem
We are creating an ETL upload into NetSuite and we need to ensure that all our invoices are grouped for the month. We would like to do daily or weekly streams but want the invoice to generated grouped by some value we pass in to designate the month invoice for given client/month. Any idea what field we should be using for this?
I use Power BI to retrieve & visualize sales data from Business Central and so far I did not find any ways to:
retrieve revenue gross on line level (per invoice and item number) of my posted sales invoice
retrieve revenue gross on header level (invoice number) of my posted sales invoice
retrieve VAT on line level (per invoice and item number) of my posted sales invoice, in order to calculate the revenue gross based on the revenue net
Anyone with an easy solution (i m sure there is one as it seems to be a fairly classic request)???
Best and let me know if you need any extra info,
Kevin
There's an 'Amount' and 'Amount Including VAT' column on the Sales Line table, those should give you everything you need.
Annoyingly these are not on the 'Power BI Sales List' query/web service as default, nor the Sales Lines page. If you're a BC developer you could write your own extension to publish a better query.
If not, there is a 'Sales Document Line Entity' page (6403) which includes them as 'Amount' and 'AmountInclVat'. This page is published by default (in SAAS at least) as the 'workflowSalesDocumentLines' web service and you can access it from PowerBI, you will probably want to also include workflowSalesDocuments, the two are related on a composite of Document Type AND DocumentNumber, so that's another challenge for you!
I'm not sure whether this is possible or not, but is it possible to create a saved search that displays the average number of daily transactions created by an individual? For example, I'm trying to create a Productivity KPI and would like to see how many Purchase Requisitions or Purchase Orders are created by an individual per day.
Is this possible within NetSuite? I tried averaging the created by transactions, but the formula field only will average non-text transactions.
Any help would be much appreciated.
I have a table called "purchase" with the following data:
year month time day_week name provider service purchase revenue
I am using this data to make a pivot table. Then I have another table called "active":
name provider service description month year number_active
I used this data to create a separate pivot table.
Now I need a third pivot table with something like:
number_active/revenue
and slice it vertically to by year. The problem is that I cannot create a relationship between the table because in Purchase I have the services by day and hour and in Active I have the services by month. I think I need to create another table that is a view of Purchase grouped by month.
I tried the following :
home -> From Database -> From analysis services or PowerPivot
But i have a error:
I'm not sure where to go from here.
How can I make this view grouped by month?
I don't think you need to create a new view of summarized data as a source. You just need to be able to summarize by date, and you can do this by adding a date dimension.
You can download one for free from the Windows Azure marketplace.
Once you have your date table, add a calculated column to the Active table in your Power Pivot model called Date that is =[Month]&"/01/"&[year]. Then change the data type to date.
Then do the same thing to your Purchase table. Next, create relationships from Active[Date] to Date[DateKey] and from Purchase[Date] to Date[DateKey].
You could make all of this go down to the time level and related it there instead (Power Pivot will assume midnight if you don't specify a time in your date column). But I'm simplifying since that is not needed for this one scenario.
Next make your two base calculated measures
Number Active:=Sum(Active[number_active])
Total Revenue:=Sum(Purchase[revenue])
I'm not sure what your number active means, so I'm assuming it is just a sum. You can adjust this calc if this is not the case.
Then make your final calculation: Revenue Per Active User:= [Number Active]/[Total Revenue]
Then you should be able to pull month and year into a pivot table along with this new calculated measure and your original measures (number active and revenue).