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Troubleshooting

Formula Returns 0

Possible causes:

Account number doesn't exist in NetSuite
No transactions posted for that account in the specified period
Filters are too restrictive — wrong subsidiary, department, or other dimension

Solution: Verify the account exists in NetSuite and has activity for the period. Try removing filters one at a time to isolate the cause.

Formula Shows #BUSY

Cause: XAVI is currently fetching data from NetSuite.

Solution: Wait a few seconds. If it persists, check your internet connection. A stable connection is required for XAVI to communicate with NetSuite. One exception is balance sheet accounts which take longer to calcuate since they need to sum up amounts from the beginning of time.

Formula Shows #VALUE!

Cause: One or more parameters are in an invalid format.

Solution: Check that:

The account is a number or valid wildcard pattern (e.g., "4010" or "4*")
Period format is correct (e.g., "Jan 2025" — not "January 2025" or "01/2025")
Skipped filter parameters use "" as a placeholder, not a missing comma

All Formulas Return 0 Suddenly

Possible causes:

Temporary server connection issue
The tunnel URL has changed

Solution:

Click Refresh All in the task pane — this clears the cache automatically
Check the connection status indicator in the task pane
If the connection shows as disconnected, contact your administrator

Slow Performance

Solutions:

Use wildcards for summary rows instead of individual account formulas (e.g., "6*" instead of 20 separate accounts)
Drag formulas instead of typing each one — dragging triggers XAVI's batch optimization, which can consolidate 60+ formulas into a single API call
Group similar formulas together on the sheet so they are batched more efficiently

Frequently Asked Questions

Where did the name XAVI come from?

XAVI is the mascot of CloudExtend Financial Reporting — and the inspiration behind every formula you'll find in the product. When you type =XAVI.INCOME() or =XAVI.BALANCE() in Excel, you're putting XAVI to work: pulling live data directly from NetSuite and dropping it right where you need it.

The XAVI. prefix also serves a practical purpose. It gives every Financial Reporting formula its own distinct namespace inside Excel — so you always know exactly what's powering your numbers, and there's never any confusion with native Excel functions or other add-ins.

How often does data refresh?

Data is cached for 1 hour. To get the latest data immediately after posting new transactions, click Refresh All in the task pane. To refresh only specific cells, use Refresh Selected.

Can I use XAVI offline?

No. XAVI requires an active internet connection to communicate with NetSuite. Formulas will not resolve without a connection.

Why do some account balances show a different sign than what I see in NetSuite?

XAVI shows true GL (General Ledger) values. NetSuite sometimes flips signs for presentation purposes in its reports (for example, showing expenses as positive numbers). The totals always match — only individual line signs may appear different. If this causes confusion in your reports, adjust the sign in Excel using a simple multiplication by -1.

Why doesn't XAVI.NETINCOME("Feb 2025") match my Balance Sheet Net Income?

XAVI.NETINCOME always computes a period range. When you supply only one period, XAVI treats it as a single-period range (from = to), returning only that month's P&L — not year-to-date.

To match Balance Sheet Net Income, always supply both fromPeriod and toPeriod:

=XAVI.NETINCOME("Jan 2025", "Feb 2025")

Can I use wildcards with XAVI.BUDGET?

Yes. =XAVI.BUDGET("6*", "Jan 2025", "Dec 2025") returns the sum of all 6xxx expense budgets for the year.

How do I report on multiple subsidiaries at once?

Use the (Consolidated) suffix to include a parent and all its children:

=XAVI.BALANCE("4*", "Jan 2025", "Dec 2025", "Celigo Inc. (Consolidated)")

Alternatively, create separate rows for each subsidiary and use a =SUM() formula to combine them.

Can I mix a wildcard and an exact account in one formula?

No — a single formula uses one pattern. But you can use different formulas in different rows:

Row 1: =XAVI.BALANCE("4*", ...)    → Total Revenue
Row 2: =XAVI.BALANCE("4010", ...)  → Product Revenue
Row 3: =XAVI.BALANCE("4020", ...)  → Service Revenue

This is a common pattern for reports that show a summary total with a supporting breakdown below it.