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Multi-entity NetSuite environments require complex subsidiary filtering that traditional Excel connections handle poorly, especially when users need different subsidiary access levels or when subsidiary structures change. Permission management and data segregation become critical challenges.
Here’s how to set up proper subsidiary data filtering for multi-entity Excel dashboards while maintaining security and access controls.
Handle multi-entity filtering with role-based permissions using Coefficient
Coefficient handles NetSuite subsidiary data filtering through role-based permissions and advanced filtering capabilities. The OAuth configuration supports multiple subsidiaries and departments, respecting NetSuite’s permission structure while providing Excel access.
How to make it work
Step 1. Configure OAuth for multi-subsidiary access.
Set up OAuth authentication that supports multiple subsidiaries and departments while respecting NetSuite’s permission structure. Department and subsidiary access controls are maintained through NetSuite’s native permission system.
Step 2. Apply subsidiary filters using AND/OR logic.
Use Coefficient’s filtering system on Records & Lists imports to apply subsidiary filters with AND/OR logic, ensuring dashboards display only relevant entity data. The filtering works with Date, Number, Text, and Boolean fields for sophisticated subsidiary-based data segmentation.
Step 3. Leverage Reports import for entity-specific financial data.
Use the Reports import method with subsidiary selection for standard financial reports (Income Statement, Trial Balance, etc.), enabling entity-specific financial dashboards with proper subsidiary segregation.
Step 4. Create complex multi-entity queries with SuiteQL.
For advanced multi-entity scenarios, use SuiteQL Query to create custom SQL-like queries with subsidiary joins and filtering logic, enabling comprehensive multi-entity dashboard functionality while maintaining data security.
Build secure multi-entity dashboards with proper access controls
Role-based permissions and advanced filtering ensure users only access authorized entity data while enabling comprehensive multi-entity analysis. Try Coefficient to set up secure subsidiary filtering for your Excel dashboards.
