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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Coefficient helps maintain Excel pivot table stability when NetSuite data structures change, though some pivot table adjustments may be needed. The key is understanding how different types of changes affect your pivot tables and implementing resilient data architecture.
Here’s what happens in different scenarios and how to build pivot tables that handle NetSuite structure changes gracefully.
Handle NetSuite structure changes in Excel pivot tables using Coefficient
Coefficient maintains column consistency through its field selection interface, but NetSuite structure changes can still impact pivot tables. The impact depends on whether fields are added, removed, or renamed in your NetSuite configuration.
How to make it work
Step 1. Build pivot tables on Excel tables for dynamic references.
Convert your Coefficient import ranges to Excel tables and use structured references like =Table1[#All] as your pivot table data source. This creates dynamic references that automatically adjust when Coefficient adds or removes rows during data updates.
Step 2. Create a resilient data architecture with staging sheets.
Set up a “staging” worksheet for raw Coefficient imports, build a “cleaned” dataset with consistent column names using formulas, and point pivot tables to the cleaned dataset. This insulates pivot tables from minor NetSuite changes.
Step 3. Implement error handling for field changes.
Use IFERROR formulas for calculated fields in your pivot tables, document field dependencies for easy troubleshooting, and build pivot tables on dedicated sheets separate from your data imports.
Step 4. Monitor and respond to different change scenarios.
When new fields are added in NetSuite, pivot tables remain unaffected until you manually add them. When fields are removed, Coefficient imports fail and pivot tables show errors. When fields are renamed, update both Coefficient field selection and pivot table field references.
Step 5. Use Coefficient’s preview feature for change management.
Verify data structure before importing using Coefficient’s preview feature. Scheduled refreshes will fail if required fields are missing, preventing corrupt data. Email notifications can alert you to refresh failures for quick resolution.
Maintain reliable pivot tables through NetSuite changes
While Coefficient can’t prevent NetSuite structure changes from affecting pivot tables, it provides the tools and visibility needed to manage these changes efficiently. Smart architecture keeps your reporting stable during transitions. Build resilient NetSuite to Excel reporting with Coefficient today.
