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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.”
While you can’t replicate NetSuite’s native interactive drill-down in Google Sheets, you can build structured navigation through financial data layers with automated refresh capabilities. This approach provides organized access to summary and detailed information.
Here’s how to create multi-level balance sheet analysis with navigation between summary and transaction-level detail.
Build structured balance sheet navigation using Coefficient
Coefficient enables multi-level balance sheet imports from NetSuite that you can organize into drill-down-style navigation using Google Sheets techniques. While not providing true interactive drill-down, this structured approach offers comprehensive financial data analysis.
How to make it work
Step 1. Create a multi-level import strategy.
Import your summary balance sheet using the Reports feature for high-level account categories. Create detailed account imports using Records & Lists for account-level information. Use SuiteQL queries to import transaction-level detail for specific accounts that require deeper analysis.
Step 2. Structure your data layers for navigation.
Organize your imports into three levels: Level 1 for summary balance sheet by account category, Level 2 for detailed accounts within each category, and Level 3 for transaction details per account. Use consistent naming conventions across all import sheets to maintain organization.
Step 3. Build navigation using Google Sheets techniques.
Create hyperlinks between summary and detail sheets for easy navigation. Implement dropdown filters for account selection and use FILTER functions to show relevant details based on user selections. Build pivot tables for dynamic analysis that mimics drill-down functionality.
Step 4. Set up transaction-level detail with SuiteQL.
Write SuiteQL queries to pull transaction details for specific accounts. Example query: SELECT account.accountnumber, transaction.tranid, transaction.trandate, transactionline.netamount FROM transactionline JOIN transaction ON transactionline.transaction = transaction.id JOIN account ON transactionline.account = account.id WHERE account.accountnumber = ‘1100’ ORDER BY transaction.trandate DESC.
Step 5. Automate refresh across all data layers.
Schedule synchronized refreshes for all import levels to maintain data consistency. Set up the summary level to refresh most frequently, with detailed levels refreshing as needed. Note that API row limits may restrict the amount of transaction-level detail you can import per query.
Create organized financial data navigation
While this approach requires manual setup of navigation structure and pre-importing detail levels, it provides structured access to financial data with automated refresh capabilities. This method offers comprehensive analysis tools beyond what’s possible with static exports. Start building your structured balance sheet navigation today.
