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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.”
NetSuite’s native reporting requires separate saved searches or reports for each departmental perspective, leading to maintenance burden and data inconsistency risks when multiple teams need different views of the same data.
Here’s how to create multiple departmental views from single data imports using dynamic pivot tables.
Import comprehensive data once and pivot multiple ways using Coefficient
Coefficient solves the NetSuite data pivoting challenge by enabling multiple departmental views from single data imports. Use Records & Lists to import comprehensive Transaction or Sales Order data with all fields needed across departments, then create multiple pivot table views in NetSuite from identical source data.
How to make it work
Step 1. Import comprehensive source data with all departmental fields.
Use Records & Lists to import Sales Transaction records including customer data, item details, financial amounts, fulfillment information, and custom fields. This single import serves finance, operations, and sales teams without duplication.
Step 2. Create department-specific pivot tables in separate sheets.
Build multiple sheets in the same workbook where finance teams can pivot by GL accounts and periods, operations teams pivot by fulfillment locations and shipping methods, and sales teams pivot by customer and product category – all from the same source data.
Step 3. Apply dynamic filtering with AND/OR logic for focused views.
Use Coefficient’s filtering capabilities to create department-focused data subsets without separate imports. Filter by department codes, transaction types, or custom field values to show each team their relevant data.
Step 4. Set up shared workbook architecture.
Build master workbooks with comprehensive NetSuite data imports, then provide each department with customized pivot views while maintaining data consistency across teams. Share appropriate sheets with relevant stakeholders.
Step 5. Schedule synchronized refresh for all views.
Set up single data refresh schedules that update all departmental pivot views simultaneously, ensuring consistency across teams and eliminating timing discrepancies between department reports.
Eliminate report duplication overhead
This approach reduces NetSuite system load from multiple report executions while providing each department with their required data perspectives from a single, consistent source. Start building your unified data architecture today.
