)
Written by
Table of Contents
“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 supports multi-subsidiary NetSuite environments and provides several approaches for connecting multiple subsidiaries to a single Excel workbook, addressing the complex reporting needs of organizations with multiple business entities or geographic locations. You can create comprehensive consolidated reporting across all your subsidiaries.
Here’s how to set up multi-subsidiary NetSuite data imports in a unified Excel workbook for consolidated analysis and reporting.
Access multiple subsidiaries through single connection with proper permissions
The platform’s OAuth configuration supports multiple subsidiaries and departments within a single NetSuite environment. When setting up your connection, Coefficient can access data across subsidiaries based on your NetSuite user permissions and role configuration. If your NetSuite role includes cross-subsidiary access, you can import data from multiple subsidiaries through a single connection.
How to make it work
Step 1. Verify your NetSuite cross-subsidiary permissions.
Ensure your NetSuite user role includes access to multiple subsidiaries and departments. This permission structure determines which subsidiary data you can access through Coefficient’s connection.
Step 2. Create separate imports for each subsidiary using filtering.
Use Coefficient’s Records & Lists import method with filtering capabilities to create distinct data sets for each subsidiary. Filter by subsidiary fields to organize data from multiple business entities within the same workbook structure.
Step 3. Use Reports method for multi-subsidiary financial reporting.
Leverage Coefficient’s Reports import method for subsidiary-specific financial reports like Income Statements and Trial Balance. Create multiple report imports within the same workbook, each configured for different subsidiaries, enabling comprehensive consolidated reporting.
Step 4. Build consolidated views with SuiteQL queries.
For advanced multi-subsidiary reporting, use Coefficient’s SuiteQL Query functionality to create custom queries that join data across subsidiaries or create consolidated views that respect your NetSuite subsidiary hierarchy and permissions.
Step 5. Set up synchronized refresh across all subsidiary data.
Configure scheduling and refresh capabilities to work across all subsidiary imports, allowing you to maintain current data from multiple business entities through automated refresh cycles that update all subsidiary data simultaneously.
Build comprehensive multi-entity reporting in one workbook
Coefficient’s multi-subsidiary support enables sophisticated consolidated reporting where you can analyze performance across different business entities, compare subsidiary metrics, and create comprehensive executive dashboards that span your entire organization. Start building your multi-subsidiary reporting today.
