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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.”
Departmental and class-based financial analysis requires segmented balance sheet data that’s often difficult to extract and maintain manually. You can automate departmental balance sheet imports with full segmentation capabilities directly into Google Sheets.
This approach provides granular financial visibility while maintaining automated refresh capabilities that eliminate manual data management tasks.
Automate segmented balance sheet imports using Coefficient
Coefficient excels at pulling departmental and class-segmented balance sheets from NetSuite with comprehensive filtering and automation capabilities. You can segment by departments, classes, or both while maintaining NetSuite’s hierarchical structure.
How to make it work
Step 1. Configure department and class-based filtering.
Select specific departments or classes in your Reports import parameters. You can choose multiple departments for comparative analysis and the system automatically includes new departments as they’re created. The filtering maintains departmental hierarchy from NetSuite and supports custom class structures.
Step 2. Set up multiple segmented imports.
Create separate imports for each department or class using consistent naming conventions like “Balance Sheet – Sales Dept” or “Balance Sheet – West Region”. Schedule synchronized refreshes across all segments to ensure consistent reporting periods and consolidate results in a master dashboard sheet.
Step 3. Build advanced segmentation with SuiteQL.
Write custom SuiteQL queries for complex segmentation requirements. Example query: SELECT department.name as dept_name, account.accountnumber, account.displayname, SUM(transactionline.netamount) as balance FROM transactionline JOIN account ON transactionline.account = account.id JOIN department ON transactionline.department = department.id WHERE account.accttype IN (‘Bank’, ‘AcctRec’, ‘FixedAsset’) GROUP BY department.name, account.accountnumber, account.displayname.
Step 4. Create comparative and roll-up views.
Pull multiple departments side-by-side for comparison analysis and handle interdepartmental transactions with elimination entries. Create summary views while maintaining detailed segmentation and use Google Sheets formulas to build roll-up capabilities across segments.
Step 5. Automate refresh scheduling for all segments.
Schedule all departmental imports to refresh simultaneously for consistent reporting periods. Set up email notifications for refresh status across all segments and ensure new departments are automatically included in future refreshes without manual configuration.
Enable real-time departmental insights
Segmented balance sheet automation provides granular financial visibility while eliminating manual report generation. This approach ensures consistent segmentation across periods and reduces the risk of missing departmental data. Start building your segmented balance sheet dashboard today.
