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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 native parent-child account relationships are limited and don’t support the complex hierarchies your financial reporting requires. You need custom field-based relationships that can handle multiple hierarchy levels and different organizational structures.
Here’s how to build dynamic parent-child relationships using custom fields that create flexible financial reporting hierarchies.
Build flexible parent-child account hierarchies using custom fields with Coefficient
Coefficient imports NetSuite accounts with all custom field relationships intact, letting you maintain complex hierarchies that NetSuite native reporting can’t handle. You can create multiple concurrent hierarchies and unlimited depth levels.
How to make it work
Step 1. Import accounts with custom hierarchy fields.
Use Records & Lists to pull all accounts including custom fields like Custom_Parent_Account, Custom_Hierarchy_Level, and Custom_Report_Group. Import account balances so you have everything needed for roll-up calculations.
Step 2. Build dynamic hierarchy calculations using SUMIFS formulas.
Create parent totals that automatically aggregate child accounts: =SUMIFS(BalanceColumn,ParentFieldColumn,ThisAccountNumber). For multi-level hierarchies, use =SUMIFS(BalanceColumn,Level1Parent,”Assets”,Level2Parent,”Current Assets”) to roll up through multiple levels.
Step 3. Create multiple hierarchy views from the same data.
Build operational hierarchies for management reporting and legal entity hierarchies for consolidation using different custom field combinations. Switch between hierarchy views dynamically without changing the underlying NetSuite data.
Step 4. Add validation to ensure hierarchy integrity.
Create formulas to identify orphaned accounts without parents and detect circular references in hierarchy relationships. Use conditional formatting to highlight accounts that need custom field updates in NetSuite.
Build hierarchies that actually work for your business
This approach gives you unlimited flexibility in creating parent-child relationships while maintaining live NetSuite connections. Your custom field hierarchies drive automatic roll-up calculations without NetSuite limitations. Start building the account hierarchies your financial reporting actually needs.
