Has anyone had luck creating a comparative balance sheet in Suite Analytics? Is something like that even possible? Our finance team would like one, but have the ability to pick the specific periods. The Report version is too restrictive.
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tdietrich
09/10/2020, 2:28 PM
@Chris This isn't exactly what you're looking for, but it might help. In this blog post, I share some SuiteScript and SuiteQL that I wrote to generate Comparative Income Statements that are available via a client's custom financial portal. You might be able to use a similar approach to generate Comparative Balance Sheets. https://timdietrich.me/blog/netsuite-custom-financial-portal-reports-charts/
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Chris
09/10/2020, 2:31 PM
Thanks I'll read this over.
I just started building out a different financial layout and I think the comparative balance sheet report may work, but it's a bit more tedious.
We were hoping this would be a good use case for SuiteAnalytics, but everything seems easier with saved searches or reports
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Israel
09/10/2020, 10:30 PM
@tdietrich - thanks for your article, I was looking for something similar, and its giving me a lot of ideas on how to solve a similar issue.
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tdietrich
09/10/2020, 11:02 PM
@Israel Awesome! I'm glad it helped.
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Josh_SatoriReporting
09/14/2020, 3:32 PM
@Chris - Yes I have been able to create all types of balance sheets (including FX). But this is all via Power BI and our saved search based connector. I'm also talking transaction line level drill down as well 🙂
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George McMullen
09/14/2020, 4:15 PM
I think the issue here is combining aggregation and non-aggregation together. What you may have to do is convert the saved search to a summarized saved search, group by customer, and then move this formula to the summary criteria and change it to just COUNT({transaction.internalid}) with the criteria being 1.