How to Import NetSuite Datasets Data into Excel

NetSuite Datasets contain vital financial information your team needs. But getting this data into Excel for analysis can be time-consuming and error-prone.

Skip the manual exports. Connect directly to your NetSuite account and pull live data into Excel.

Step-by-step guide to importing NetSuite Datasets into Excel

Step 1: Install Coefficient and connect to NetSuite

First, you’ll need to install the Coefficient add-in and connect it to your NetSuite account.

1. Open Excel
2. Insert Click on thetab in the ribbon
3. Get Add-ins Select
4. Add Search for “Coefficient” and click
5. Once installed, open the Coefficient sidebar
6. Import from… Clickto see available data sources

Now connect to NetSuite:

1. NetSuite Selectfrom the list of finance and accounting connectors
2. Log in with your NetSuite credentials when prompted
3. Authorize Coefficient to access your NetSuite data

Step 2: Import NetSuite Datasets into Excel

With your connection established, you can now import Datasets from NetSuite:

1. Import from Objects In the Coefficient sidebar, select
2. Datasets Choosefrom the available objects
3. Browse through available Datasets or use the search function to find specific ones
4. Select the Dataset(s) you want to import
5. Configure any filters or parameters as needed
6. Import Clickto bring the data into your Excel spreadsheet

Your NetSuite Datasets will now appear in your Excel worksheet, ready for analysis.

Step 3: Set up auto-refresh for your data

Keep your data fresh without manual updates:

1. Select your imported data in Excel
2. Schedule Refresh In the Coefficient sidebar, click
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate the auto-refresh schedule

Now your NetSuite Datasets will automatically update according to your schedule, ensuring you always have the most current data for analysis and reporting.

Available NetSuite data in Coefficient

Coefficient allows you to access various types of NetSuite data beyond just Datasets. Here’s what’s available:

Take control of your NetSuite data

Importing NetSuite Datasets into Excel doesn’t have to be complicated. With Coefficient, you can establish a direct connection that keeps your data fresh and accurate.

The days of manual exports and outdated spreadsheets are over. Now you can focus on analysis instead of data wrangling.

Financial teams using this approach report saving hours each week on reporting tasks. They also benefit from more accurate forecasting and better decision-making.

Best of all, the setup process takes just minutes. Your team can be up and running with live NetSuite data in Excel today.

Try CoefficientReady to streamline your financial reporting process?and see how easy it can be to work with your NetSuite data in Excel.