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Filtering by Subsidiary, Department, Class & Location
Every XAVI formula that returns a balance — XAVI.BALANCE, XAVI.BUDGET, XAVI.TYPEBALANCE, and others — supports optional dimensional filters. You can narrow results to a specific subsidiary, department, location, or class, or any combination of them.
Using the Filters Panel
The easiest way to get the exact filter value NetSuite expects is to use the task pane:
Open the XAVI task pane from the Home ribbon
Expand the Filters section
Select a filter type: Subsidiary, Department, Location, or Class
Choose the value you want
Click Insert to drop the value into your selected cell
This ensures you're using the exact name as it exists in NetSuite — no typos, no mismatches.
Filter Parameter Order
Filters are passed as optional parameters after the period arguments. The order matters:
=XAVI.BALANCE(account, fromPeriod, toPeriod, subsidiary, department, location, class, accountingBook)
To skip a filter in the middle while still using later ones, pass an empty string "" as a placeholder:
// Filter by department only, no subsidiary
=XAVI.BALANCE("6*", "Jan 2025", "Dec 2025", "", "Sales")
Dynamic Filters with Cell References (Best Practice)
Rather than hardcoding filter values into each formula, put them in dedicated cells and reference them. This lets you change the filter in one place and update every formula in the report instantly.
Set up a filter row like this:
| P | Q | R | S |
2 | Subsidiary | Department | Location | Class |
3 | Celigo Inc. | Sales |
|
|
Then reference those cells in your formulas:
=XAVI.BALANCE("4010", "Jan 2025", "Jan 2025", $P$3, $Q$3, $R$3, $S$3)
To switch the report to a different subsidiary, just update cell P3. Every formula on the sheet updates automatically.
Consolidated vs. Individual Subsidiary
When filtering by subsidiary, you have two options:
Individual:
"Celigo Inc."— Returns only transactions posted directly to that subsidiaryConsolidated:
"Celigo Inc. (Consolidated)"— Includes that subsidiary and all of its child subsidiaries
// Individual subsidiary
=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Inc.")// Consolidated (includes all children)
=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Inc. (Consolidated)")
Multi-Currency Filtering
If you need to report in a specific currency (not the default consolidation currency), use XAVI.BALANCECURRENCY instead of XAVI.BALANCE. It adds a currency parameter between subsidiary and department:
=XAVI.BALANCECURRENCY("60010", "Jan 2025", "Dec 2025", "Celigo India Pvt Ltd", "USD")
See the XAVI Formula Reference for full details on XAVI.BALANCECURRENCY.
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