MikeF
10/01/2024, 6:56 PMCeligo AI
10/01/2024, 6:56 PMAI generated answer (using internal Slack threads):To split transaction search results into columns based on months, you can use the 'Group' feature in NetSuite's saved search functionality. Here's a step-by-step guide: 1. Navigate to the saved search you are working on. 2. In the 'Results' tab, add the fields you want to display in your search results. 3. For the 'Date' field, set the 'Summary Type' to 'Group'. This will group the results by the date. 4. To break it down by month, you need to use a formula field. Add a new field, select 'Formula (Text)' as the type. 5. In the formula field, use the following formula:
TO_CHAR({datefield}, 'YYYY-MM')
. Replace 'datefield' with the actual field you are using for the date. This formula will format the date to show only the year and month.
6. Set the 'Summary Type' for this formula field to 'Group'. This will group the results by the year and month.
7. Add any other fields you want to include in the results and set their 'Summary Type' as needed.
8. In the 'Criteria' tab, set the necessary filters for your search.
9. Save and run the search.
This will give you a saved search where the results are split into columns based on the month of the transaction. You can further customize this by adding more fields, filters, and sorting options as needed.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/01/2024, 6:57 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828070343
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825542092
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82487905
Celigo AI
10/01/2024, 6:57 PM