There are certain best practices that we recommend you follow when using CloudExtend Analytics for NetSuite.
✅ Tip 1 - How to setup NetSuite saved searches
Specify the record to pull and provide the criteria and results you want to see.
Field names must be unique to avoid duplicate field names.
Use Custom Label (Non-summary type)
Use Summary Label (Summary type)
If there is a need to remove, add, or rename fields, make sure to refresh the saved search in CloudExtend for it to capture the changes. This applies to searches set on schedules as well.
✅ Tip 2 - Schedule your saved searches in Excel
Make sure to save the file on SharePoint or OneDrive for Business
If your workbook has scheduled searches, consider using it as a data source only and connecting to it via Excel Power Query to perform your analysis. Doing so eliminates the need for anyone to directly access the workbook and corrupt the source data. Learn more here.
If Excel Power Query is not available, then:
Do not edit the workbook during the scheduled run
Avoid opening sheets on the desktop during the scheduled run
Disable sheet filters
Share the workbook only with VIEW level permission to avoid users from editing the workbook.
✅ Tip 3 - Share Workbooks
Create an Excel Workbook that holds your source data and a separate workbook for analysis. This will avoid conflicts and data integrity issues. We recommend connecting to the source workbook using Excel Power Query. You may refer to this help article if you’d like to know more.
Users sharing workbooks must have the same access level to avoid missing data.
✅ Tip 4 - Add your workbook to the NetSuite dashboard
NetSuite allows you to embed custom content on the Dashboard using Custom Portlets. To see the steps on how to embed an Excel workbook from your Sharepoint or One drive for Business, click on this guide.
How does CloudExtend's scheduling work?
When a schedule is activated the search will run at the specified times and update the Excel file. If the search has been modified you must refresh the search manually one time.
The hourly schedule does not consider minutes. If a schedule is added at 9:45 it will start to run at 10 then 11, 12…
What are the reasons for the Failed to Get Results error?
🛠️ Quick Fixes for Failed to Get Results Error
🔵 Field labels are not unique
Two or more columns have the same name. Visit this article to know more about this issue.
Update NetSuite Saved Search and use the custom label or summary label and make field names unique.
🔵 Filter Criteria has null value
Saved search has criteria set with null values. Learn more about this error here.
The workaround is to remove this line from your saved search criteria.
🔵 Mismatch number of Columns
User edited NetSuite Saved Search (remove, added, or renamed columns).
Manually refresh the search in Excel to get the latest configuration of the saved search from NetSuite.
🔵 Workbook deleted prior to removing the schedule
When a workbook was deleted but it has a schedule set to pull saved searches from NetSuite.
Need to recover the deleted workbook and schedule it before deleting it again
Get the name of the Saved Search and send a message to support in the lower-right corner of the page. We can pause the workflow to stop the error notification.