Customer Range Function (FSN.Range.Customers)

The FSN.Range.Customers function returns a dynamic array that can be used to quickly build out worksheets that segment data based upon the customer. This is a specific type of Entity. Note that roll-up values will only show if the parent/child relationship are both customer type entities. The full parent/child hiearchy is viewable by using the full Entity function instead.

The syntax for the function is:

Argument Name	Input Information	Required	Default Value
Include Filter	Specifies the customers to include. Multiple values can be specified by another dynamic array (e.g., using a named range, specifying a range of cells like E1:E10, etc) or concatenated as a string using the ^ character. Additionally, if the values are numeric wildcards and range values can be used such as 100-200, 10*, or 1*-20?0.	No	Include all customers
Exclude Filter	Specifies the customers to exclude. Values can be specified as they are in the Include Filter	No	Exclude none
Subsidiary	Specifies the subsidiary to use to determine the customers to return. Only customers that are valid for the subsidiary are returned.	No	Does not filter by subsidiary
Include Blank	Determines whether or not to include the <No Customer> explicit blank value in the list	No	TRUE
Level	Specifies the maximum level of the hierarchy to return. A value of 2 will return all levels <= 2		Includes all levels
Include Inactive	Specifies whether or not to return customers marked as IsInactive=T in NetSuite		FALSE (Excludes inactive)
Include Rollup	Include rollup value (Hierarchy) for values with children		TRUE (parent rollup Hierarchy values are returned)
Rollup Only	If TRUE, then only top-level rollup values are returned	No	FALSE
Horizontal	Controls whether the returned dynamic array spills vertically or horizontally. This values is useful when creating reports based on customers, where values are specified in a single row across the sheet.	No	FALSE (returns a vertical list)
Rollup First	When TRUE, returns the rollup (Hierarchy) values before the children. When false, the rollup value is returned after the children	No	TRUE (Rollup value is returned first)

Remarks

• Review the Function filter syntax for selecting ranges as needed.
• #SPILL! may appear in the array function cell when the resulting array determined by your parameters will not fit in the provided Excel area.

Example

Suppose that a report is needed which shows balances based upon the various Customer entities...

1. Start with a standard Balance Sheet template
2. Select the Entity Input - cell D14
3. From the Finsyte ribbon, select the Clear option submenu in the Productivity section and select Clear All. This will clear the cell's formatting and data validation rules for the dropdown.
4. In the same cell, enter the formula =FSN.Range.Customers(,,D5,,,,TRUE,) to generate the list of customers horizontally.
5. Copy column D over to column E. This will generate a #SPILL! error, since the formula was copied over to column E. Simply delete the value in cell E12 to remove the #SPILL! error.
6. Copy column E across the worksheet in each column where a value appears for the customers.