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FAQ: Adding hyperlinks to NetSuite records in Excel

ExtendInsights Analytics | Learn how to add hyperlinks to the original NetSuite transaction record in Excel

Updated over 4 months ago

ExtendInsights for Analytics NetSuite users may want to add hyperlinks to the original NetSuite transaction in their search results. Because Excel formulas don't carry over when drilling down from a pivot table we have implemented two different approaches outlined below when building our own data sets.

In both cases below you will add a Formula (Text) field to your search results and give it a custom label.

(1) If you don't need your hyperlink to work when drilling down from a pivot table

You can create a nicer-looking result if you don't plan on your users drilling into your details from pivot tables.

Use the formula below and replace 231585 with your NetSuite account number

'=HYPERLINK("HTTPS://231585.app.netsuite.com/app/accounting/transactions/transaction.nl?id='||{internalid}||'","Link to NetSuite")'

(2) If you need your hyperlink to work when drilling down from a pivot table

If you need your hyperlink to work even when drilling down from a pivot table use the formula below and replace 231585 with your NetSuite account number.

'HTTPS://231585.app.netsuite.com/app/accounting/transactions/transaction.nl?id=' ||{internalid}

Watch the short video below for a deeper dive.

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