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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.”
Excel’s native NetSuite connections destroy your formatting because they rebuild the entire data range instead of updating existing cells. This wipes out your conditional formatting, column widths, and custom number formats every single time.
Here’s how to keep your Excel formatting intact while still getting fresh NetSuite data automatically.
Preserve Excel formatting during NetSuite refreshes using Coefficient
Coefficient solves this problem with smart refresh technology that updates only the data values while keeping all your Excel formatting exactly as you set it. No more rebuilding your reports after every refresh.
The key difference is how Coefficient handles data updates. Instead of deleting and recreating your data range, it updates individual cell values. This means your conditional formatting rules, custom number formats, column widths, and table styles stay put.
How to make it work
Step 1. Connect NetSuite to Excel through Coefficient.
Install Coefficient from the Excel add-ins store and authenticate with your NetSuite account. Your NetSuite admin will need to configure OAuth access, but this is a one-time setup.
Step 2. Import your NetSuite data using Coefficient’s sidebar.
Choose from Records & Lists, Saved Searches, or SuiteQL Query depending on what data you need. You can preview the first 50 rows and select exactly which fields to import.
Step 3. Apply your Excel formatting after the data imports.
Set up conditional formatting rules, adjust column widths, apply custom number formats, and style your data exactly how you want it. This is the last time you’ll need to do this formatting work.
Step 4. Set up automatic refreshes or use manual refresh.
Configure hourly, daily, or weekly refresh schedules through Coefficient’s sidebar. You can also use the manual refresh button whenever you need updated data. Your formatting will remain intact through every refresh.
Keep your NetSuite reports looking professional
Stop wasting time reformatting your Excel reports after every data update. Coefficient’s intelligent refresh system preserves all your formatting work while keeping your data current. Try Coefficient and see how much time you save on report maintenance.
