Coefficient supports automatic export of NetSuite saved searches containing custom formulas to Google Sheets. Formula results import as values, though complex field types have some limitations to consider.
Here’s how to handle formula exports and strategies for working with complex calculations in your automated workflows.
NetSuite custom formula export using Coefficient
Coefficient automatically includes formula columns when importing saved searches. Standard formula fields like text, numeric, date, and conditional formulas export successfully, with results appearing as static values in Google Sheets.
How to make it work
Step 1. Ensure your saved search includes formula columns.
Verify that your NetSuite saved search contains the custom formula fields you need. Text formulas (CONCAT, SUBSTR), numeric formulas (mathematical operations), and date formulas all export successfully through Coefficient.
Step 2. Import the saved search with formulas included.
In Coefficient, select “Saved Searches” import and choose your saved search containing formulas. The formula results automatically include in the import without additional configuration needed.
Step 3. Schedule automatic updates for formula results.
Set up hourly, daily, or weekly refresh schedules to keep formula calculations current. The automated refresh updates both raw data and calculated formula results simultaneously.
Step 4. Handle complex formulas with hybrid approaches.
For complex CASE statements or nested formulas, import both raw data fields and formula results. Create corresponding Google Sheets formulas to validate NetSuite calculations:
Step 5. Document and enhance formula logic.
Add sheet comments documenting NetSuite formulas since only results transfer, not logic. Use named ranges for formula consistency and create additional calculations using imported formula results as inputs.
Automate your NetSuite formula exports
Custom formula exports work seamlessly with scheduled automation, keeping calculated fields current without manual intervention. Combine NetSuite formula results with Google Sheets capabilities for enhanced analysis. Start exporting your NetSuite formulas automatically today.