Specifying Multiple Values in Finsyte Functions

Many Finsyte functions accept more than one value for a single argument — for example, multiple account numbers, classifications, or locations. Rather than writing a separate formula for each value, you can pass them all in at once using either the ^ character or an Excel named range.

For the full list of filter characters (wildcards, ranges, etc.), see Function Input Filter Syntax.

Option 1: Inline with the ^ Character

The ^ character joins multiple values into a single string argument. This is the quickest option for one-off formulas.

In this example, the function returns the combined balance for accounts 4000 and 4110.

You can combine ^ with the other filter characters as needed:

• 4100^4200^4300 — three specific accounts
• 4100-4200^5000 — a range plus an additional account
• 4*^5000 — all accounts starting with 4, plus account 5000

Option 2: Reference an Excel Named Range

When the same list of values is used in multiple formulas — or when the list is long enough that an inline string becomes hard to read — define a named range in Excel and reference it by name.

Step 1: Create the Named Range

1. Enter the values you want to group into a column (or row) on the worksheet, with a header label in the first cell (e.g., RevenueAccounts).
2. Select the header cell and the values beneath it.
3. From the Formulas ribbon, select Defined Names > Create from Selection, or use the keyboard shortcut Ctrl + Shift + F3.
4. In the Create Names from Selection dialog, check Top row (or the appropriate option for your header location).
5. Select OK.

The selected cells are now available as a workbook-level named range, using the header label as the name.

Step 2: Reference the Named Range in a Finsyte Function

Pass the named range as the argument value:

The function evaluates against every value in the range, just as if you had concatenated them with ^.

Important: Choose distinctive names for named ranges (e.g., RevenueAccounts rather than Accounts, or SalesDepartments rather than Sales), so they don't conflict with any name that Finsyte could otherwise resolve. This includes names Finsyte uses internally, the names of NetSuite segments referenced by the add-in, and any individual value within the segment you're querying. For example, if you have a department named Sales and pass a named range called Sales as the department argument, Finsyte will always resolve the segment value rather than your named range.

When to Use Each Approach

Scenario	Recommended Approach
One-off formula with two or three values	Inline ^
Same list reused across many formulas	Named range
Long list of values	Named range
Mixing values with wildcards or ranges	Inline ^ (combined with -, *, ?)