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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.”
Coefficient’s NetSuite Excel integration preserves Excel formulas and calculations during data refresh operations, addressing a critical limitation of basic NetSuite connectors that overwrite entire worksheets and destroy existing formula logic. You can build complex financial models around live NetSuite data without losing your work.
Here’s how to maintain sophisticated Excel calculations while keeping your NetSuite data current through automatic refresh cycles.
Update data while preserving formula logic with precision targeting
When Coefficient refreshes NetSuite data, it updates only the specific cells containing imported data while leaving surrounding formulas, calculations, and Excel functionality intact. This means you can build complex financial models, create calculated columns, add pivot tables, and develop custom analysis around your NetSuite data without losing this work when data refreshes occur.
How to make it work
Step 1. Configure precise import ranges for NetSuite data.
Set up your NetSuite imports using Coefficient’s import configuration to specify exactly which columns and ranges contain NetSuite data. This precision targeting ensures that formula columns and analytical additions remain untouched during refresh operations.
Step 2. Build formulas in separate columns from imported data.
Create your calculated columns, summary calculations, and custom business logic in columns separate from your NetSuite data imports. This separation ensures that your formulas remain intact when NetSuite data updates.
Step 3. Use column header customization for formula compatibility.
Use Coefficient’s column header customization and drag-and-drop reordering capabilities to organize imported data to work seamlessly with existing formulas, ensuring that cell references remain accurate after each data refresh.
Step 4. Test formula preservation with manual refresh.
Use Coefficient’s manual refresh capabilities to test that your formulas continue functioning correctly after data updates. Verify that calculations update with new data while formula logic remains intact.
Step 5. Set up automated refresh with confidence.
Once you’ve verified that formulas are preserved during refresh, set up automatic refresh schedules knowing that your complex Excel work will remain functional with each data update.
Build sophisticated analysis on live NetSuite data
Coefficient’s formula preservation capability enables powerful hybrid workflows where you can pull live transaction data, customer information, or financial records from NetSuite while maintaining Excel-based calculations for metrics like conversion rates, variance analysis, or custom KPIs. Start building formula-rich NetSuite analysis today.
