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
Fields (Standard and Custom fields)

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

Use Filters in a Prebuilt Report

Supported prebuilt reports include designated filter cells that are already referenced by the XAVI formulas in the report.

To change a filter:

Open ExtendInsights.
Go to Quick Start.
Generate the report you want to use.
Locate the filter area in the generated report.
Select the reference cell for the filter you want to change.
Enter or select the appropriate value.

For supported dimensions, you can also use the Dimension Filters section in the ExtendInsights task pane to select a valid NetSuite value.

Because the report formulas reference these filter cells, changing a filter updates the calculations throughout the report when the formulas recalculate.

Use Filters in a Free-Form Report

When building your own report, you can insert filter values into worksheet cells and reference those cells from your XAVI formulas.

Using the Dimension Filters section is the recommended way to insert values because it uses the values available from your connected NetSuite account.

Insert a Dimension Filter

Select the worksheet cell where you want to place the filter.
Open ExtendInsights.
Expand Dimension Filters.
Select the filter type you want to use, such as:
- Subsidiary
- Department
- Location
- Class
- Custom Segment
- Fields
Select the appropriate value.
Click Insert.

ExtendInsights inserts the selected value into the worksheet cell.

Using the Dimension Filters section helps ensure your formula uses the expected NetSuite value and reduces errors caused by manually entered values.

Reference Filters in XAVI Formulas

After adding filters to your worksheet, reference those cells in your XAVI formulas.

For XAVI.BALANCE, the filter parameters follow the period arguments:

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

The parameter order matters.

If you do not need one of the earlier filters but want to use a later filter, leave the unused parameter blank.

Example: Filter by Department without a Subsidiary

=XAVI.BALANCE("6*","Jan 2025","Dec 2025","","Sales")

In this example:

The Subsidiary parameter is blank.
Sales is passed as the Department filter.

Use Dynamic Filters with Cell References

For reports you use regularly, store your filter selections in dedicated worksheet cells rather than hardcoding them directly into every XAVI formula.

For example:

Cell	Filter	Example Value
P3	Subsidiary	Celigo Inc.
Q3	Department	Sales
R3	Location
S3	Class
T3	Accounting Book
U3	Custom Segment
V3	Fields

You can then reference the filter cells in your formula:

=XAVI.BALANCE("4010","Jan 2025","Jan 2025",$P$3,$Q$3,$R$3,$S$3,$T$3,$U$3,$V$3)

With this approach, you can change a filter in one place without rewriting every formula that references it.

For example, changing the Subsidiary in P3 updates formulas that reference it $P$3 when the report recalculates.

Parent and Child Hierarchy Behavior

Some NetSuite dimensions have parent-child relationships.

When you select a parent value, the result includes the values beneath that parent in the hierarchy.

When you select a specific child value, the result is limited to that child.

For example, selecting a parent Department can return balances that include its child Departments, while selecting a specific child Department returns the balance for that selection.

Filter by Individual or Consolidated Subsidiary

When filtering by Subsidiary, an individual Subsidiary and its consolidated hierarchy produce different results.

Individual Subsidiary

"Celigo Inc."

Returns data for the individual Subsidiary.

Example:

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

Consolidated Subsidiary

"Celigo Inc. (Consolidated)"

Returns consolidated results that include the Subsidiary and its applicable child Subsidiaries.

Example:

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

Use the value that matches the reporting scope you need.

Use 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 Segments

Use Fields (Standard and Custom)

The Fields filter allows you to further filter supported XAVI formulas using available NetSuite standard or custom fields.

To add a field filter:

Select the worksheet cell where you want to place the filter.
Open Dimension Filters in ExtendInsights.
Select Fields.
Select the applicable field and value.
Click Insert.
Reference the cell in the fields parameter of the supported XAVI formula.

For example, when using XAVI.BALANCE, fields is passed after the Custom Segment parameter:

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

Use 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.

Best Practices

Use Dimension Filters to select valid values from your connected NetSuite account.
Store frequently changed filters in dedicated worksheet cells.
Use absolute references such as $P$3 when multiple formulas should use the same filter.
Keep filter cells together in a clearly labeled filter area.
Follow the required parameter order when manually building XAVI formulas.
Use the appropriate individual or consolidated Subsidiary depending on the reporting scope you need.

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