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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.”
Manual exports of NetSuite saved search results for Excel pivot tables create stale data and time-consuming workflows. You’re constantly running searches in NetSuite , exporting results, and rebuilding pivot tables just to keep your analysis current.
Here’s how to automate NetSuite saved search results directly into Excel pivot tables for real-time business intelligence.
Create automated business intelligence with NetSuite saved searches using Coefficient
Coefficient automates NetSuite saved search imports through dedicated Saved Searches method and scheduled refresh capabilities. Your pivot tables stay current with NetSuite data while maintaining all the search logic you’ve configured.
How to make it work
Step 1. Access existing NetSuite saved searches through Coefficient’s Saved Searches method.
Import any saved search from your NetSuite account directly into Excel. All the search criteria, filters, and calculations you’ve configured in NetSuite are preserved in the imported data.
Step 2. Preview saved search results for pivot table compatibility.
Use the data preview to verify that your saved search results have the right structure for pivot table analysis. Check that you have the dimensions and measures needed for your analytical requirements.
Step 3. Create pivot tables referencing the imported saved search data.
Build Excel pivot tables using the Coefficient saved search import ranges as your data source. This gives you all of Excel’s pivot table analytical power applied to your NetSuite search results.
Step 4. Configure automated refresh for current pivot table data.
Set up hourly, daily, or weekly refresh of your saved search results to keep pivot table source data current. Your business intelligence dashboards automatically reflect the latest NetSuite data without manual intervention.
Build dynamic business intelligence dashboards
Automated saved search imports combine NetSuite’s search capabilities with Excel’s pivot table analytical power for comprehensive business intelligence. Create dashboards that update automatically with current data.
