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Tag: Formula

Detailed vs Roll up reporting in Adaptive Insights

Adaptive Insights can be used as the main reporting tool in your company and we can set up the system accordingly to satisfy each requirement in making more meaningful reports. Reporting Actuals Data Setting up Structure within Adaptive Planning, specifically... Read More »

How to Setup an Annual Budget Goal Models in Adaptive Insights

Some companies would set up an annual Budget target for certain accounts and want to automate any adjustment needed for each month when forecasting to keep the Target amount intact. Currently there isn’t a single model in Adaptive that is... Read More »

Foreign Currency Tips/Tricks for Reporting Using NetSuite Saved Search

Saved searches in NetSuite are generally very powerful and support multi-currency environments. Still, pulling financial data in a saved search in the transaction currency can be tricky. Knowing how to setup the search, what fields and formulas to pull into... Read More »

How to Use Decode Function in NetSuite Saved Search

NetSuite DECODE function in Search Formula On our previous post, we talked about CASE statement. Here, we like to introduce DECODE function you can use in your NetSuite Saved Search. It is very similar to CASE statement with slight differences in... Read More »