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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 consolidate multiple data sources into a single Excel board report by creating structured imports that pull from different systems simultaneously and combine them using Excel’s native calculation features.
This method eliminates complex consolidation logic and manual copy-paste errors while maintaining data lineage and auditability.
Streamline multi-source consolidation using Coefficient
Coefficient transforms the challenge of consolidating multiple data sources by providing structured imports that can be combined into comprehensive board reports. You can import from multiple NetSuite saved searches, reports, and datasets simultaneously while maintaining consistent field selection across all imports.
How to make it work
Step 1. Create separate imports for each data requirement.
Set up individual Coefficient imports for different data needs like revenue by region, expense by department, or operational metrics. Use the preview feature to ensure consistent field selection across all imports before landing them in your spreadsheet.
Step 2. Use SuiteQL for complex data joins.
Write SuiteQL queries to join data from different record types in a single import when you need related information. This approach can combine financial reports like Income Statement and Trial Balance with operational metrics in one consolidated view.
Step 3. Land imports on designated worksheet tabs.
Organize your data by placing each import on separate worksheet tabs with clear naming conventions. This structure makes it easy to reference specific datasets in your board report dashboard formulas.
Step 4. Build your consolidated dashboard using Excel formulas.
Create your board report dashboard using Excel formulas that reference the imported data from different tabs. Use XLOOKUP, SUMIFS, and other functions to combine actual and budget data for variance analysis across subsidiaries and departments.
Step 5. Schedule simultaneous refresh for all imports.
Configure all imports to refresh on the same schedule to ensure data consistency across your consolidated report. This eliminates timing issues where some data is current while other sections show outdated information.
Create comprehensive board reports with confidence
Multi-source consolidation ensures your Excel board reports reflect a complete view of your financial data without manual intervention. You maintain data lineage while eliminating copy-paste errors between systems. Start consolidating your data sources today.
