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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.”
NetSuite’s pivot reporting capabilities pale in comparison to Excel’s analytical power. Live GL transaction data in Excel pivot tables combines real-time NetSuite information with superior analytical tools for comprehensive financial analysis.
Here’s how to create Excel pivot tables that connect directly to NetSuite GL data and refresh automatically for dynamic financial reporting and trend analysis.
Build pivot tables that update with live NetSuite GL data
Coefficient enables powerful Excel pivot table creation with live NetSuite GL transaction data. The platform combines Excel’s superior analytical capabilities with real-time NetSuite information for comprehensive financial analysis.
How to make it work
Step 1. Import comprehensive GL transaction data using Records & Lists.
Select Transaction records and include fields like Date, Account Number, Account Name, Debit, Credit, Department, Class, Location, Memo, and Transaction Type. Apply filters for Posting = True and your desired date range to focus on posted transactions only.
Step 2. Optimize data imports using SuiteQL for pivot-ready datasets.
Create custom queries that pre-structure data for pivot analysis: SELECT t.trandate, a.accountnumber, a.name as accountname, d.name as department, tl.netamount, tt.name as transactiontype FROM transactionline tl JOIN transaction t ON tl.transaction = t.id JOIN account a ON tl.account = a.id WHERE t.posting = ‘T’.
Step 3. Configure pivot tables for common financial analyses.
Build P&L by Department with Rows: Account Name, Columns: Department, Values: Sum of Net Amount. Create Monthly Trend Analysis using Rows: Account Number, Columns: Period Name, Values: Sum of Net Amount. Add calculated fields for Gross Margin % = (Revenue – COGS) / Revenue.
Step 4. Set up automated refresh schedules and advanced features.
Configure daily refresh during month-end close and weekly refresh for mid-month monitoring. Use slicers for instant department filtering, date timelines for period selection, and conditional formatting for variance highlighting in your pivot tables.
Transform GL data into powerful analytical insights
Live GL data in Excel pivot tables provides analytical capabilities that surpass NetSuite’s native pivot reporting while maintaining real-time data integrity. Create your live GL pivot tables today.
