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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.”
When connecting NetSuite to Excel for Power BI dashboards, you can refresh data as frequently as every hour, but there are API rate limits and authentication requirements to consider. Coefficient manages these constraints while providing reliable automated refreshes.
Understanding these limitations helps you design an optimal refresh strategy that keeps your Power BI dashboards current without hitting system constraints.
NetSuite refresh rates and API limitations using Coefficient
Coefficient offers hourly, daily, and weekly refresh options for NetSuite data. The main constraints come from NetSuite’s API rate limits (15 simultaneous calls, plus 10 more per SuiteCloud Plus license) and the 7-day authentication token expiry requirement.
How to make it work
Step 1. Choose your refresh frequency based on data needs.
Set hourly refreshes for time-sensitive dashboards like sales metrics, daily refreshes for financial and operational reports, and weekly refreshes for strategic summaries. Each import can have its own schedule to optimize API usage.
Step 2. Manage API rate limits with smart scheduling.
Stagger refresh times for different data imports to avoid hitting the 15 simultaneous API call limit. Use multiple smaller, targeted imports instead of one large import, and leverage filtering to import only necessary data for your dashboards.
Step 3. Handle the 7-day authentication requirement.
Plan for weekly re-authentication due to NetSuite’s security policy. Set calendar reminders and designate a team member to handle token refresh. This is a NetSuite requirement, not a Coefficient limitation.
Step 4. Optimize for Power BI integration.
Schedule Coefficient refreshes to complete before Power BI’s scheduled refresh times. Use saved searches or datasets for frequently accessed data to reduce processing time, and configure refreshes based on your timezone for predictable update timing.
Step 5. Monitor data volume constraints.
SuiteQL queries are limited to 100,000 rows per query due to NetSuite’s API restrictions. Break large datasets into smaller imports or use date range filters to stay within limits while maintaining comprehensive reporting.
Build reliable Power BI dashboards with optimized refresh rates
Understanding NetSuite’s refresh limitations lets you design a data pipeline that keeps Power BI dashboards current without system conflicts. Coefficient handles the technical complexity while you focus on building insights. Start building your automated NetSuite to Power BI workflow today.
