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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 department rollup reports strip parent-child associations during export because the rollup functionality aggregates data without preserving the underlying hierarchical relationships that define your organizational structure.
Here’s how to maintain both your rollup data and the department hierarchy relationships that make that data meaningful.
Reconnect rollup data with hierarchical relationships using dual imports
Coefficient solves NetSuite hierarchical reports limitations by importing both the rollup data and the relationship structure separately, then reconnecting them in spreadsheets. This dual-import strategy overcomes NetSuite’s export limitation where rollup reports flatten organizational structure.
How to make it work
Step 1. Import your department rollup data.
Use Coefficient’s Reports method to import your department rollup report and get the aggregated financial or operational metrics exactly as configured in NetSuite. This preserves all your rollup calculations and filtering criteria.
Step 2. Simultaneously import Department records for relationships.
Import Department records via Records & Lists to capture Parent Department relationships that the rollup report strips away. Select fields like Department Name, Parent Department, and any hierarchy identifiers needed for proper structure.
Step 3. Reconnect rollup metrics with parent-child associations.
Use spreadsheet functions like XLOOKUP or INDEX/MATCH to reconnect the rollup metrics with their proper parent-child associations. The relationship data from your Department records import makes this reconnection possible and accurate.
Step 4. Create hierarchical rollup views.
Build pivot tables or summary views that maintain the hierarchical rollup structure with preserved relationships. You can now see both the aggregated data and the organizational context that gives it meaning.
Step 5. Set up synchronized refresh schedules.
Configure both imports (rollup data and department relationships) with matching refresh schedules so your hierarchical rollup reports automatically maintain parent-child associations as NetSuite data changes.
Maintain accurate department hierarchy reporting automatically
This approach gives you both aggregated rollup data and the organizational relationships needed for meaningful analysis. Start preserving your department rollup relationships today.
