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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.”
SuiteAnalytics Workbook has limited cross-referencing capabilities between user, role, and permission data, and can’t create dynamic permission matrices with real-time updates or export capabilities.
Here’s how to create comprehensive permission matrices with more flexibility and analytical power than SuiteAnalytics Workbook can provide.
Build dynamic permission matrices beyond SuiteAnalytics limitations using Coefficient
Coefficient offers direct data access that bypasses SuiteAnalytics limitations, letting you build interactive permission matrices in familiar spreadsheet environments with NetSuite and NetSuite data.
How to make it work
Step 1. Import Role and Permission records directly.
Use Records & Lists to import Role records with all permission-related fields. This gives you access to detailed permission settings that SuiteAnalytics Workbook can’t effectively cross-reference.
Step 2. Import User assignment data with organizational context.
Pull in Employee records showing role assignments along with subsidiary, department, and location data. This provides the complete organizational context that SuiteAnalytics reports lack.
Step 3. Create multi-dimensional permission matrices.
Build pivot tables showing users vs. roles vs. permissions with drill-down capabilities. Use conditional formatting to highlight permission conflicts, gaps, or unusual assignments automatically.
Step 4. Apply advanced analysis formulas.
Create INDEX/MATCH formulas for gap analysis and conflict detection. Build comparative analysis to track permission changes over time or across organizational changes.
Step 5. Schedule automated matrix updates.
Set up regular refreshes to maintain matrix accuracy without manual SuiteAnalytics report regeneration. Your permission matrices stay current automatically.
Get the matrix functionality you need
This approach provides comprehensive permission matrix capabilities that SuiteAnalytics Workbook simply can’t deliver, in the familiar spreadsheet environment most administrators prefer. Start building your dynamic permission matrices today.
