CloudExtend Excel Analytics for NetSuite creates or updates Excel tables during the download process. If CloudExtend determines a table needs to be created again any formulas that relate back to that table (excluding pivot tables which will function normally) will be broken due to native Excel functionality. If CloudExtend determines that a table can simply be updated all the formulas related to the table will persist.
When does CloudExtend need to create a new table?
When your search query runs CloudExtend checks the column headers in your search vs the column headers in your Excel sheet. If they are different (for example you renamed columns in your NetSuite search or you added more columns) then CloudExtend must create a new table with the same name which will wipe out any formula references to the table.
At this point, you will see a warning box if you are running the search manually or you will receive an email if the report is on schedule. Before continuing you will want to ensure that you have a copy of your formulas so you can recreate them.
Best Practice
✅ Keep copies of your formulas
We recommend keeping a copy of your formulas in a text box on a sheet (optionally hidden) in your Workbook
✅ Use Excel Power Query
Use Excel Power Query to reference your source data for formulas, the Power Query workbook will continue to function.
✅ Reference your source data from other workbooks
The same as Power Query, if you use a separate workbook and add formulas on the other one, the source data will remain intact when data is downloaded from NetSuite since the formula is on the other reference.