Module 09: Adding Joined Data - Suite Analytics Learning Hub

What is Joined Data?

Joined data allows you to include fields from related records in your saved search results. For example, when searching transactions, you can include the customer's phone number, the sales rep's email, or the item's category — all in the same search without creating multiple searches.

Understanding Joins

NetSuite uses ellipsis notation (...) to indicate that a field is from a related (joined) record type.

This notation means: "Go to the Sales Rep record that's linked to this transaction, and retrieve the Email field from that record."

📍 Common Joins

Search Type	Available Joins
Transaction	Customer..., Sales Rep..., Item..., Created By...
Customer	Sales Rep..., Parent..., Primary Contact...
Item	Vendor..., Department..., Class...
Case	Customer..., Assigned..., Company...

Adding Joined Fields

On the Results subtab, scroll through the field dropdown
Look for fields with ellipsis (...) — these are from related records
Select the joined field (e.g., "Sales Rep...Email")
Click Add
The field is added to your results columns

💡 Example: Transaction Search with Customer Details

Create a transaction search that includes customer contact information:

Field	Type
Document Number	Transaction field
Date	Transaction field
Amount	Transaction field
Customer...Company Name	Joined from Customer
Customer...Phone	Joined from Customer
Customer...Email	Joined from Customer
Sales Rep...Email	Joined from Employee

One-to-Many Relationships

⚠️ Duplicate Rows

When you join to a record that has multiple related records, your search may return duplicate rows. For example, if a customer has 5 transactions and you search Customers with joined Transaction data, you'll see the customer listed 5 times — once for each transaction.

💡 Pro Tip: Custom Labels for Joined Fields

Joined fields display their full path by default (e.g., "Sales Rep...Email"). Use Custom Labels to simplify column headers:

"Sales Rep...Email" → "Rep Email"
"Customer...Phone" → "Customer Phone"

Using Joins in Criteria

You can also use joined fields in the Criteria subtab to filter based on related record data.

💡 Example: Filter by Sales Rep Location

Find all transactions where the assigned sales rep is in the "West" region:

Field: Sales Rep...Location
Operator: is
Value: West

🎯 Key Takeaways

Joined data pulls fields from related record types
Look for ellipsis notation (...) to identify joined fields
Use joins to avoid creating multiple searches for related data
Be aware of one-to-many relationships that may cause duplicate rows
Use Custom Labels to simplify joined field column headers
Joined fields can be used in both Results and Criteria

🔗 Module 09: Adding Joined Data