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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.”
Conditional formatting rules break during NetSuite data refresh because Excel rebuilds the entire data range, making your formatting references invalid. This is especially frustrating for dashboards and KPI reports that rely on visual indicators.
Here’s how to preserve your conditional formatting rules through every NetSuite data refresh.
Keep conditional formatting intact during NetSuite refreshes
The problem happens because Excel’s native connections don’t just update data – they recreate the entire range. This causes conditional formatting ranges to shift unexpectedly, rules referencing specific cells lose their connections, and color scales reset to default parameters.
Coefficient maintains all conditional formatting during NetSuite refreshes through smart range management. It updates data without altering cell references, keeps complex conditional formatting formulas intact, and preserves color scales, data bars, and icon sets exactly as you configured them.
How to make it work
Step 1. Import NetSuite data using Coefficient instead of native connections.
Use Coefficient’s Records & Lists to pull customer data, financial records, or any other NetSuite information. You can also import existing Saved Searches that you’ve already built in NetSuite.
Step 2. Apply conditional formatting rules to highlight important data.
Set up color scales for performance metrics, data bars for revenue comparisons, or icon sets for status indicators. Create rules that highlight KPIs, thresholds, or exceptions in your data.
Step 3. Test your formatting with a manual refresh.
Use Coefficient’s refresh button to update your data and verify that all conditional formatting rules remain exactly as you set them. The visual consistency should be perfect.
Step 4. Set up automated refresh schedules.
Configure hourly, daily, or weekly refreshes knowing your conditional formatting will persist. You can even combine multiple NetSuite data sources while maintaining consistent visual rules across your entire dashboard.
Build dashboards that stay visually consistent
Stop recreating conditional formatting rules after every NetSuite refresh. Coefficient preserves your visual indicators and color coding through every data update, letting you build sophisticated dashboards with confidence. Try Coefficient and keep your formatting intact.
