CloudExtend Excel Analytics for NetSuite

Help docs, FAQ's, and more for CloudExtend Excel Analytics for NetSuite

20 articles in this collection
Written by Chris Corcoran, Justine Burdo, Dulindra Wijethilake and 1 other

Getting Started

Installing the Excel bundle for CloudExtend Analytics for NetSuite

CEAN | Learn how to install the Excel bundle

Written by Chris Corcoran
Updated over a week ago

Installing CloudExtend Excel Analytics for NetSuite (Getting Started Guide)

CEAN | Learn how to install CloudExtend Excel Analytics for NetSuite and get started

Written by Dulindra Wijethilake
Updated over a week ago

Adding NetSuite saved searches to CloudExtend Analytics

CEAN | Learn how to add a saved search to CloudExtend Excel Analytics for NetSuite

Written by Chris Corcoran
Updated over a week ago

Adding your NetSuite searches to a schedule with CloudExtend Analytics

CEAN | Learn how to add your NetSuite saved searches to a schedule with CloudExtend Excel Analytics for NetSuite

Written by Chris Corcoran
Updated over a week ago

Best Practices For Sharing CloudExtend Excel Analytics For NetSuite Workbooks

CEAN | Learn about best practices for sharing workbooks

Written by Chris Corcoran
Updated over a week ago

🔍 Find all your important CloudExtend Excel Analytics Resources in 1 place here!

Guides and resources to ensure you are setup for success.

Written by Justine Burdo
Updated over a week ago

How to manage CloudExtend Excel Analytics for NetSuite Professional + Enterprise Licenses And Administer Users

CEAN | Logging in and managing CloudExtend Excel for NetSuite Enterprise Users.

Written by Chris Corcoran
Updated over a week ago

FAQ

CloudExtend Analytics Supports Saved Search Formulas

CEAN | Support for Saved Search Formulas

Written by Jomari Buhain
Updated over a week ago

CloudExtend Excel Analytics for NetSuite Setup Guide (Enhanced Enterprise with Admin Portal)

Written by Justine Burdo
Updated over a week ago

Force Excel to see your fields as general format

CEAN | Learn how to ensure your data is treated as general format by Excel

Written by Chris Corcoran
Updated over a week ago

Known issues

CEAN | Learn about errors returned when running your NetSuite saved searches

Written by Chris Corcoran
Updated over a week ago

Formulas breaks when CloudExtend Excel Analytics Updates a table

CEAN | Learn more about preventing your formulas from breaking during overwrites

Written by Chris Corcoran
Updated over a week ago

Working with date fields when you are in region that does not use mm/dd/yyyy date format.

CEAN | Learn how to work with date formats in CloudExtend Excel Analytics in regions other than the US

Written by Chris Corcoran
Updated over a week ago

Adding hyperlinks to NetSuite records in Excel

CEAN | Learn how to add hyperlinks to the original NetSuite transaction record in Excel

Written by Chris Corcoran
Updated over a week ago

Embed your Excel file in a NetSuite Portlet

CEAN | Learn how to embed an Excel file in a NetSuite portlet

Written by Chris Corcoran
Updated over a week ago

Sample Use Cases

Building a Sales Dashboard with CloudExtend Excel Analytics for NetSuite

CEAN | Build your first sales dashboard

Written by Chris Corcoran
Updated over a week ago

Create an A/R Aging Report using CloudExtend Excel for NetSuite

CEAN | Use CloudExtend Excel Analytics for NetSuite to analyze your Accounts Receivable

Written by Chris Corcoran
Updated over a week ago

Get Excel Data from a Single File or Entire Folder on SharePoint or OneDrive for Business into Power Query or Power BI

Learn how to get data from a single Excel file into Power Query or Power BI

Written by Chris Corcoran
Updated over a week ago

Using Power Query to transform your data and connect multiple NetSuite saved searches together

CEAN | Learn how to use Excel Power Query and build a relational data model in Excel

Written by Chris Corcoran
Updated over a week ago

Recreating a NetSuite Income Statement with CloudExtend Excel Analytics for NetSuite

CEAN | Learn how to recreate an income statement using CloudExtend Excel Analytics for Netsuite

Written by Chris Corcoran
Updated over a week ago