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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 standard data pulls lose indentation formatting that represents organizational hierarchy levels, leaving you with flat lists that don’t show the visual structure of your organization.
Here’s how to recreate proper indentation levels programmatically and maintain visual hierarchy representation in your spreadsheets.
Import relationship data to recreate indentation programmatically
Coefficient enables proper NetSuite hierarchy preservation by importing the underlying relationship data needed to recreate indentation programmatically. The key advantage is accessing NetSuite’s Parent field data that contains the actual hierarchical relationships.
How to make it work
Step 1. Import organizational records with Parent field selection.
Use Coefficient’s Records & Lists to import your organizational records (Department, Location, etc.) and make sure to select the Parent relationship field. This field contains the hierarchical data that standard NetSuite exports don’t include.
Step 2. Calculate hierarchy depth levels.
Create a formula column that calculates how deep each record sits in the hierarchy by counting parent relationships. Use a formula like `=COUNTIF(Parent_Range, Current_ID)` to determine the hierarchy level for each record.
Step 3. Add indentation based on hierarchy level.
Create formula columns that add indentation spaces based on hierarchy level using `=REPT(” “, Level*3) & Department_Name`. This programmatically recreates the tree structure with proper visual indentation that reflects organizational depth.
Step 4. Apply conditional formatting for visual distinction.
Use conditional formatting to visually distinguish hierarchy levels with different fonts, colors, or formatting styles. This makes the organizational structure immediately clear and easy to navigate.
Step 5. Automate indentation maintenance.
Set up scheduled refreshes so your indentation levels automatically update as your NetSuite org hierarchy changes. The visual hierarchy representation stays synchronized without manual reformatting work.
Keep your visual hierarchy current automatically
This approach ensures your organizational structure displays with proper visual formatting that reflects actual business relationships. Start creating properly indented organizational hierarchies today.
