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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.”
Coefficient excels at automating NetSuite subsidiary data consolidation into a single Excel workbook with robust multi-subsidiary support and filtering options. You can consolidate data across subsidiaries using multiple import strategies and synchronized refresh schedules.
This approach eliminates manual data gathering from multiple NetSuite instances and provides a scalable foundation for Power BI enterprise reporting.
Automate multi-subsidiary NetSuite consolidation using Coefficient
Coefficient provides full support for multiple subsidiaries with subsidiary filtering options across all import methods. You can create separate imports for each subsidiary or use consolidated queries to pull all subsidiary data in NetSuite at once.
How to make it work
Step 1. Set up multiple import approach with subsidiary-specific tabs.
Create separate worksheets for each subsidiary (Subsidiary A – Transactions, Subsidiary B – Transactions, etc.) and a Consolidated View tab. Configure each import with specific subsidiary filters, identical field selections for consistency, and synchronized refresh schedules.
Step 2. Use SuiteQL for consolidated subsidiary queries.
Write a single SuiteQL query to pull all subsidiaries: SELECT subsidiary.name as subsidiary_name, transaction.* FROM transaction INNER JOIN subsidiary ON transaction.subsidiary = subsidiary.id WHERE transaction.trandate >= ‘2024-01-01’. This approach gets all subsidiary data in one import.
Step 3. Implement saved search consolidation method.
Create a NetSuite saved search that includes subsidiary as a column and import it via Coefficient’s Saved Search feature. This method puts all subsidiaries in one dataset while maintaining NetSuite’s search logic and filters.
Step 4. Configure synchronized refresh schedules.
Set identical refresh schedules for all subsidiary imports (e.g., daily at 2 AM), ensure refresh order if dependencies exist between imports, and choose optimal timing to minimize system load across all subsidiaries.
Step 5. Optimize for Power BI integration and consolidation.
Include subsidiary identifiers in all imports, standardize currency and date formats across subsidiaries, create relationships based on subsidiary keys, and handle intercompany eliminations in Excel before connecting to Power BI.
Scale your multi-subsidiary reporting with automated consolidation
Automated subsidiary consolidation reduces month-end closing time and ensures consistent timing for all subsidiary data. Your Power BI dashboards get enterprise-wide visibility without manual data gathering. Start consolidating your NetSuite subsidiary data for Power BI today.
