Help docs, FAQ's, and more for CloudExtend Excel Analytics for NetSuite
38 articles
CloudExtend Excel for NetSuite RoadmapXLAN | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Learn How To Get Support For CloudExtend Excel Analytics For NetSuiteXLANS | Can't find what you are looking for? Learn how to get more support here
🔍 Find all your important CloudExtend Excel Analytics Resources in 1 place here!XLANS | Guides and resources to ensure you are setup for success
CloudExtend Analytics Go Live Checklist and End-user GuidelinesLeverage our go live checklist so nothing falls through the cracks.
Best Practices for CloudExtend Excel Analytics for NetSuiteXLANS | Learn about best practices when using CloudExtend Excel Analytics
Best Practices For Sharing CloudExtend Excel Analytics For NetSuite WorkbooksXLANS | Learn about best practices for sharing workbooks
Admin: Request for Justification FormXLANS | Learn how to request approval CloudExtend Admin portal access from your Microsoft Admin when approval is required by your admin
Admin: How to manage CloudExtend Excel Analytics for NetSuite Professional + Enterprise Licenses And Administer UsersXLANS | Logging in and managing CloudExtend Excel for NetSuite Enterprise Users
Admin: Installing the Excel bundle for CloudExtend Excel for NetSuiteXLANS | Learn how to install the Excel bundle
Admin: CloudExtend Excel Analytics for NetSuite Setup Guide (Enhanced Enterprise with Admin Portal)XLANS | Learn how to get set up in no time
End-Users: Installing CloudExtend Excel Analytics for NetSuite (Getting Started Guide)XLANS | Learn how to install CloudExtend Excel Analytics for NetSuite and get started
Adding NetSuite saved searches to CloudExtend AnalyticsXLANS | Learn how to add a saved search to CloudExtend Excel Analytics for NetSuite
Adding your NetSuite searches to a schedule with CloudExtend AnalyticsXLANS | Learn how to add your NetSuite saved searches to a schedule with CloudExtend Excel Analytics for NetSuite
Use Excel Power Query and CloudExtend to analyze your NetSuite dataXLANS | Learn why CloudExtend recommends connecting to your data source with Excel Power Query
Common issuesXLANS | Learn about errors returned when running your NetSuite saved searches
Troubleshooting: Unexpected API ErrorXLANS | Know the reason and workaround when you are getting Unexpected API error
Troubleshooting: Won't work because it would move cells in a table on your worksheetXLANS | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error
Troubleshooting: Criteria with null valuesXLANS | See resolution on how to resolve if you cannot pull any records from your saved searches
Troubleshooting: Mismatch HeadersXLANS | Troubleshooting when getting mismatch headers error from CloudExtend
Troubleshooting: CloudExtend Analytics Flow Errors and Needed ActionXLANS | List of error codes captured on scheduled runs and what to do to resolve them.
Embed your Excel file or PowerBI report in a NetSuite PortletXLANS | Learn how to embed an Excel file in a NetSuite portlet
FAQ: How to Clear Cache in ExcelXLANS | See instructions on how to clear cache using Excel
FAQ: NetSuite Saved SearchesXLANS | What are NetSuite saved searches and how can they benefit you?
FAQ: CloudExtend Analytics Supports Saved Search FormulasXLANS | Support for Saved Search Formulas
FAQ: How to Move folders/files to a new Sharepoint site?XLANS | Let us show you how to move files or folder from one site to another in Sharepoint
FAQ: How to Transfer Ownership of WorkbooksXLANS | Learn how to transfer ownership workbooks
FAQ: Force Excel to see your fields as general formatXLANS | Learn how to ensure your data is treated as general format in Excel
FAQ: Formulas breaks when CloudExtend Excel Analytics Update a tableXLANS | Learn more about preventing your formulas from breaking during overwrites
FAQ: Working with date fields when you are in region that does not use mm/dd/yyyy date format.XLANS | Learn how to work with date formats in CloudExtend Excel Analytics in regions other than the US
FAQ: Adding hyperlinks to NetSuite records in ExcelXLANS | Learn how to add hyperlinks to the original NetSuite transaction record in Excel
Building a Sales Dashboard with CloudExtend Excel Analytics for NetSuiteXLANS | Build your first sales dashboard
Financial Statements
Creating Income Statements from G/L Search
Creating Balance Sheets From G/L Search
Create an A/R Aging Report using CloudExtend Excel Analytics for NetSuiteXLANS | Use CloudExtend Excel Analytics for NetSuite to analyze your Accounts Receivable
Using Power Query to transform your data and connect multiple NetSuite saved searches togetherXLANS | Learn how to use Excel Power Query and build a relational data model in Excel
Get Excel Data from a Single File or Entire Folder on SharePoint or OneDrive for Business into Power Query or Power BIXLANS | Learn how to get data from a single Excel file into Power Query or Power BI and bypass Excel file size limitations