The ExtendInsights Financial Reporting task pane gives you access to report-building tools, filters, refresh options, and drill-downs in Excel. Use this guide to learn what each section does.
Open the Task Pane
In Excel, go to the Data ribbon and select ExtendInsights Financials. The task pane opens beside your worksheet.
Home Panel
The Home panel contains tools for building and refining financial reports.
Quick Start - Build reports using a guided setup.
Getting Started Guide- Review formula guidance and best practices.
Dimension Filters- Add supported dimensions, such as subsidiary, department, class, and location.
Bulk Add GL and Periods - Add multiple general ledger accounts or periods as references in your worksheet.
Custom Segments - Filter by supported NetSuite custom segments.
Fields - Filter by supported standard or custom NetSuite fields, including header- and line-level fields.
Quick Actions
The task pane’s bottom toolbar provides actions for updating or exploring data in your worksheet.
Refresh All - Recalculates all XAVI formulas on the current sheet and retrieves the latest data. Use this after posting transactions in NetSuite.
Refresh Selected - Recalculates only the selected cells. Use this to update a smaller part of your report.
Data Refresh and Caching
Financial Reporting caches data for one hour. To retrieve newly posted NetSuite transactions before the cache refreshes, select Refresh All in the task pane.
An internet connection is required to retrieve data from NetSuite. XAVI formulas cannot run offline.
Drill Down - Explore the details behind a formula result:
BALANCE supports parameter-based, cascading drill-downs. Continue selecting supported dimensions or fields to narrow the balance to the underlying transaction lines.
TYPEBALANCE and BALANCECURRENCY drill directly to the underlying transactions.
Menu
Select the menu icon in the task pane to access additional options.
Connections - Add, remove, or switch from different NetSuite connections.
Download Snapshot - Exports the current sheet, a selection of sheets, or the entire workbook as values only.
Settings - Clear cache data.
Drill-Down customization - Select the fields you want to display in the drill-down view.
Sign Out - Sign out from the application.
Version Control - See the current version and latest release.
Need Help?
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