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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.”
You can automate NetSuite financial data extraction to create dynamic Excel pivot tables and dashboards that refresh with live data. This provides the analytical flexibility Excel offers while maintaining real-time connections to your financial records.
Here’s how to set up automated financial data flows that keep your pivot tables and executive dashboards current without manual data updates.
Create live financial dashboards with automated NetSuite data using Coefficient
Coefficient extracts NetSuite financial data automatically and maintains live connections that keep Excel pivot tables refreshed. This combines NetSuite’s comprehensive financial data with Excel’s superior analysis and visualization capabilities.
How to make it work
Step 1. Import standard financial reports with configurable periods.
Pull Income Statements, Trial Balance, and General Ledger reports directly into Excel with selectable accounting periods and books. Configure subsidiary and department filters to focus on specific business segments for your pivot analysis.
Step 2. Extract transaction-level data for detailed analysis.
Use Records & Lists imports to pull individual transactions with all relevant fields including custom classifications. This provides the granular data needed for pivot tables that analyze performance by department, class, location, or custom dimensions.
Step 3. Combine account and transaction data for comprehensive dashboards.
Create multiple imports within a single workbook that combine Account records with Transaction data. This enables pivot tables that show both summary account balances and the underlying transaction details that drive those balances.
Step 4. Set up automated refresh scheduling.
Configure daily or weekly refreshes to keep pivot tables current with the latest financial data. The live connection ensures your executive dashboards reflect current performance without manual data gathering or pivot table rebuilding.
Step 5. Build dynamic financial metrics with live data.
Create Excel formulas that calculate complex financial ratios, variance analysis, and trend metrics using live NetSuite data. These calculations update automatically as the underlying data refreshes, providing real-time financial insights.
Launch your automated financial dashboard system
Automated financial data extraction eliminates manual reporting work while providing more analytical flexibility than NetSuite’s native dashboards. Your pivot tables and executive reports stay current automatically, freeing time for analysis and strategic decision-making. Build your live NetSuite financial dashboard today.
