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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.”
Traditional NetSuite GL exports create disconnected spreadsheets that become outdated immediately. Every analysis requires manual re-export, losing your formulas, formatting, and collaborative work in the process.
Refreshable workbooks maintain live connections to NetSuite while preserving all your Excel analytical capabilities.
Create dynamic workbooks that stay current using Coefficient
Coefficient enables truly refreshable Excel workbooks that overcome NetSuite’s static export limitations. Your workbook maintains familiar Excel functionality while the underlying GL data updates automatically.
How to make it work
Step 1. Build your workbook foundation.
Use Coefficient’s Records & Lists import to pull Transaction records, selecting essential GL fields like Account, Date, Document Number, Debit/Credit amounts, Entity, and Memo. This creates the base data layer that will refresh automatically.
Step 2. Integrate multiple data sources.
Import Chart of Accounts via Lists for account mapping, pull Subsidiary and Department data for multi-entity GL analysis, and use SuiteQL queries for complex GL reporting with calculated fields. All sources refresh together to maintain data consistency.
Step 3. Configure refresh automation.
Set scheduled refresh for daily updates during month-end review cycles, enable on-demand refresh via sidebar button for immediate updates, or configure automated scheduling with timezone-based timing aligned with your accounting close process.
Step 4. Structure for optimal analysis.
Create separate tabs for raw GL data, pivot analysis, and JE review annotations. Maintain Excel formulas and conditional formatting that persist through refreshes, and build summary dashboards that automatically update with refreshed GL data.
Keep your analysis current automatically
Refreshable workbooks eliminate the version control chaos of static NetSuite exports while preserving Excel’s analytical power. Your GL data stays current without manual intervention. Build your refreshable workbook today.
