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