Extract NetSuite dimension lists (departments, classes, locations) to Excel automatically

using Coefficient excel Add-in (500k+ users)

Automatically extract NetSuite dimension lists including departments, classes, and locations to Excel with scheduled updates and hierarchical preservation.

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Coefficient excels at automatically extracting NetSuite dimension lists to Excel, providing direct access to all standard NetSuite lists including Departments, Classes, and Locations through comprehensive import capabilities.

This automated approach eliminates CSV exports and manual data entry while maintaining hierarchical relationships and supporting filtering by subsidiary, status, or custom criteria.

Automate dimension extraction with scheduled updates

The automated dimension extraction process pulls all three standard dimensions with their complete hierarchical structures and custom attributes, updating automatically based on your refresh schedule.

How to make it work

Step 1. Import your department structure.

Navigate to “Import from NetSuite” → “Lists” → “Departments”. Select fields including Department Name, ID, Parent Department, and Status. Apply filters for active departments only if needed to focus on current organizational structure.

Step 2. Extract class and location data.

For Classes, select “Lists” → “Classes” and import Class Name, ID, Parent Class, and Subsidiary associations. For Locations, choose “Lists” → “Locations” and pull Location Name, ID, Address details, and subsidiary links including custom location attributes.

Step 3. Configure automation settings.

Set up scheduled refresh with daily or weekly automatic updates. Import all three dimensions into separate sheets for organized data management, or create a consolidated view with a master sheet linking all dimensions.

Step 4. Enable change tracking and monitoring.

Configure the system to monitor additions and modifications automatically. This creates a dimension mapping workbook that syncs department hierarchy for cost center analysis, class structures for project tracking, and location data for geographical reporting.

Build comprehensive dimension mapping that updates itself

This approach preserves all custom fields and segments while updating automatically based on your refresh schedule, eliminating manual dimension management. Start building your automated dimension extraction system today.

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