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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.”
IBM Planning Analytics requires complex forecast data preparation and reliable scheduling that NetSuite’s native capabilities can’t handle effectively. You need automated data feeds that manage multi-dimensional data structures and enterprise-scale processing requirements.
Here’s how to set up automated forecast data flows that meet Planning Analytics’ demanding integration requirements.
Automate forecast data feeds using Coefficient
Coefficient provides an effective solution for automated NetSuite forecast data feeds to IBM Planning Analytics. The platform addresses complex data preparation and scheduling requirements that this integration typically demands, with comprehensive NetSuite connectivity.
How to make it work
Step 1. Extract automated forecast data.
Use Coefficient’s Records & Lists import to access NetSuite forecast transactions, budget records, and planning data. Configure SuiteQL queries for complex forecast aggregations and multi-dimensional data that Planning Analytics requires. Set up automated daily or weekly refreshes to maintain current forecast data without manual intervention.
Step 2. Handle advanced forecast data requirements.
Import multi-subsidiary support for NetSuite subsidiary consolidation data in enterprise Planning Analytics implementations. Access custom field data for specialized planning dimensions and transform NetSuite date formats to match Planning Analytics period structures. Process multi-currency forecast data with proper conversion rates.
Step 3. Configure IBM Planning Analytics integration.
Set up data source configuration by importing forecast data using Coefficient’s Saved Searches or custom SuiteQL queries. Use spreadsheet functions to format data according to Planning Analytics’ dimensional structure requirements. Configure refresh schedules aligned with forecast update cycles and prepare exports for Planning Analytics import using TM1 or Planning Analytics Workspace requirements.
Scale your enterprise forecasting
This approach eliminates manual forecast data preparation while providing the flexibility and control that IBM Planning Analytics implementations require for complex enterprise workflows. Start automating your forecast data feeds today.
