QUESTIONS WITH ANSWERS GRADED A+
✔✔Which use case is the bset match for displaying in a KPI meter? - ✔✔Open Support
Cases (NOT Sales per Rep, Profitablity across Items, Quarterly Revenue Trend)
✔✔Which statement is true about creating a KPI Scorecard? - ✔✔A date/period field is
required under Available Filters of the KPI
✔✔What do you start editing to customize a Financial Report? - ✔✔Layout
✔✔In the Financial Report Builder, when setting up a Header Row, which Display
setting will combine all items within the Header/Summary rows into one number, which
can be drilled into as needed? - ✔✔Summary
✔✔What will display the section data in the order you prefer in the Financial Report
Builder Layout - Account Sections? - ✔✔Order By
✔✔Which 2 scenarios require the use of the Alternate Date/Period Range Type? -
✔✔You want your date columns to automatically change based on Today's Date; You
want to specify a particular period for each column when viewing a financial statement.
✔✔For which use case would a custom search be sued rather than a custom report? -
✔✔Use SQL statemnt to refine the criteria and results
✔✔For which use case should you use a Custom Summary Report rather than a
Search? - ✔✔Provide real time data without NetSuite access via WebQuery
✔✔A saved search is needed to find all customers in CA who are assigned to Sales
Rep A, and also all customers in OR who are assigned to Sales Rep B -
✔✔(State=California AND Sales Rep = A) OR (State=Oregon AND Sales Rep = B)
✔✔Which record type provides the option to set Main Line = True? - ✔✔Transaction
✔✔Which search creiteria causes an invoice saved search to show multiple lines for
transaction? - ✔✔Main Line=False
✔✔A search is required which will display: Customer Name, Sales Rep, Support Case
Number, Support Rep Subsisidary. What record type? - ✔✔Support Case
✔✔As saved search is needed to determine which Items are being brought back by
customers most often in a month. Which record type? - ✔✔Return Authorization
, ✔✔A saved search has highlighting defined for the results. In which context is that
highlighting visible? - ✔✔Only where search results are visible (NOT dashboard portlet
only, only for creator, list view)
✔✔Which statement is true about adding a formula to a custom report? - ✔✔Formulas
are predefined (NOT SuiteScript is required, NOT SQL formulas may be built, NOT this
option is not available)
✔✔We need a formula and want to be sure not to error out on divide by zero -
✔✔Formula (Percent ) {qtybilled}/NULLIF({qty},0)
✔✔An Opp record has a Sales Readiness field whose field ID is {salesreadiness}. It has
3 values: Cold, Warm, Hot. You want to convert these -
✔✔DECODE(SUBSTR({salesreadiness},1,3),'Hot','Ready',
DECODE(SUBSTR({salesreadiness},1,4),'Warm','Maybe',DECODE({SUBSTR({salesre
adiness},1,4),'Cold','Not Ready'))) OR
DECODE(instr({SALESREADINESS},'Hot'),1,'Ready',DECODE(INSTR({salesreadiness}
,'Warm'),1,'Maybe',DECODE(INSTR({salesreadiness},'Cold'),1,'Not Ready')))
✔✔An activity search returns a Company field whos field ID is {company}. When an
activity is assigned to a Project, {company} is a combination of Customer and Project
that is always returned in the same format: CustomerABC:ProjectABC - ✔✔
✔✔for a KPI scorecard, a formula field is required under Results tab - ✔✔FALSE
✔✔for a KPI scorecard, only custom Key Performance Indicators may be used -
✔✔FALSE
✔✔for a KPI scorecard, only standard Key Performance Indicators may be used -
✔✔FALSE
✔✔Users can choose to decline an updated dashboard - ✔✔FALSE
✔✔Updated dashboards only affect new employees - ✔✔FALSE
✔✔SS or Report: Expand / collapse data on the fly - ✔✔Report
✔✔SS or Report: Display Subtotals and Totals - ✔✔Report
✔✔SS or Report: Create a Financial Statement - ✔✔Report
✔✔SS or Report: Use SQL statements to refine criteria and results - ✔✔Saved Search