Every XAVI formula that returns a balance — including XAVI.BALANCE, XAVI.BUDGET, XAVI.TYPEBALANCE, and others — supports optional dimensional filters.

You can narrow your financial data by:

Subsidiary
Department
Location
Class
Accounting Book
Custom Segment

You can use a single filter or combine multiple filters to build reports for specific parts of your organization.

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
Select the appropriate value.
Click Insert to drop the value into your selected cell

Using the Filters section ensures that your formula uses the value as it exists in NetSuite and helps prevent errors caused by manually entered values.

Filter Parameter Order

Filters are passed as optional parameters after the period arguments. The parameter order matters.

For XAVI.BALANCE, the structure is:

=XAVI.BALANCE(account, fromPeriod, toPeriod, [subsidiary], [department], [location], [class], [accountingBook],[customSegment])

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")

Using Custom Segments

ExtendInsights Financial Reporting supports NetSuite Custom Segments as filters within XAVI formulas.

This allows you to filter financial data using organization-specific dimensions such as:

Brand
Product Line
Region
Other Custom Segments configured in your NetSuite account

Custom Segments available to you depend on your NetSuite role and permissions.

You can place custom segment filters in any worksheet or cell and reference those cells in your XAVI formulas to build fully customized financial reports.

➡️ Learn more about using Custom Segment

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	T	U
2	Subsidiary	Department	Location	Class	Accounting Book	Custom Segment
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, $T$3, $U$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 subsidiary
Consolidated: "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.

Filtering by Subsidiary, Department, Class, Location, and Custom Segments