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CloudExtend Excel Analytics for NetSuite
CloudExtend Excel Analytics for NetSuite
Help docs, FAQ's, and more for CloudExtend Excel Analytics for NetSuite
+3
37 articles in this collection
Written by
Chris Corcoran,
Kevin Ha,
Justine Burdo
and 3 others
Learn How To Get Support For CloudExtend Excel Analytics For NetSuite
XLANS | Can't find what you are looking for? Learn how to get more support here
Written by
Elise Gonzales
Updated over a week ago
CloudExtend Excel for NetSuite Roadmap
XLAN | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Written by
Chris Corcoran
Updated over a week ago
Getting Started
🔍 Find all your important CloudExtend Excel Analytics Resources in 1 place here!
XLANS | Guides and resources to ensure you are setup for success
Written by
Justine Burdo
Updated over a week ago
CloudExtend Analytics Go Live Checklist and End-user Guidelines
Leverage our go live checklist so nothing falls through the cracks.
Written by
Elise Gonzales
Updated over a week ago
Best Practices for CloudExtend Excel Analytics for NetSuite
XLANS | Learn about best practices when using CloudExtend Excel Analytics
Written by
Elise Gonzales
Updated over a week ago
Best Practices For Sharing CloudExtend Excel Analytics For NetSuite Workbooks
XLANS | Learn about best practices for sharing workbooks
Written by
Chris Corcoran
Updated over a week ago
Admin: Request for Justification Form
XLANS | Learn how to request approval CloudExtend Admin portal access from your Microsoft Admin when approval is required by your admin
Written by
Kevin Ha
Updated over a week ago
Admin: How to manage CloudExtend Excel Analytics for NetSuite Professional + Enterprise Licenses And Administer Users
XLANS | Logging in and managing CloudExtend Excel for NetSuite Enterprise Users
Written by
Chris Corcoran
Updated over a week ago
Admin: Installing the Excel bundle for CloudExtend Analytics for NetSuite
XLANS | Learn how to install the Excel bundle
Written by
Chris Corcoran
Updated over a week ago
Admin: CloudExtend Excel Analytics for NetSuite Setup Guide (Enhanced Enterprise with Admin Portal)
XLANS | Learn how to get set up in no time
Written by
Justine Burdo
Updated over a week ago
End-Users: Installing CloudExtend Excel Analytics for NetSuite (Getting Started Guide)
XLANS | Learn how to install CloudExtend Excel Analytics for NetSuite and get started
Written by
Dulindra Wijethilake
Updated over a week ago
Learn about CloudExtend Excel Analytics for NetSuite
Adding NetSuite saved searches to CloudExtend Analytics
XLANS | 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
XLANS | 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
Use Excel Power Query and CloudExtend to analyze your NetSuite data
XLANS | Learn why CloudExtend recommends connecting to your data source with Excel Power Query
Written by
Chris Corcoran
Updated over a week ago
Troubleshooting
Common issues
XLANS | Learn about errors returned when running your NetSuite saved searches
Written by
Chris Corcoran
Updated over a week ago
Troubleshooting: Unexpected API Error
XLANS | Know the reason and workaround when you are getting Unexpected API error
Written by
Elise Gonzales
Updated over a week ago
Troubleshooting: Won't work because it would move cells in a table on your worksheet
XLANS | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error
Written by
Elise Gonzales
Updated over a week ago
Troubleshooting: Criteria with null values
XLANS | See resolution on how to resolve if you cannot pull any records from your saved searches
Written by
Elise Gonzales
Updated over a week ago
Troubleshooting: Mismatch Headers
XLANS | Troubleshooting when getting mismatch headers error from CloudExtend
Written by
Elise Gonzales
Updated over a week ago
FAQ
Embed your Excel file in a NetSuite Portlet
XLANS | Learn how to embed an Excel file in a NetSuite portlet
Written by
Chris Corcoran
Updated over a week ago
FAQ: How to Clear Cache in Excel
XLANS | See instructions on how to clear cache using Excel
Written by
Elise Gonzales
Updated over a week ago
FAQ: NetSuite Saved Searches
XLANS | What are NetSuite saved searches and how can they benefit you?
Written by
Chris Corcoran
Updated over a week ago
FAQ: CloudExtend Analytics Supports Saved Search Formulas
XLANS | Support for Saved Search Formulas
Written by
Jomari Buhain
Updated over a week ago
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
Written by
Elise Gonzales
Updated over a week ago
FAQ: How to Transfer Ownership of Workbooks
XLANS | Learn how to transfer ownership workbooks
Written by
Elise Gonzales
Updated over a week ago
FAQ: Force Excel to see your fields as general format
XLANS | Learn how to ensure your data is treated as general format in Excel
Written by
Chris Corcoran
Updated over a week ago
FAQ: Formulas breaks when CloudExtend Excel Analytics Update a table
XLANS | Learn more about preventing your formulas from breaking during overwrites
Written by
Chris Corcoran
Updated over a week ago
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
Written by
Chris Corcoran
Updated over a week ago
FAQ: Adding hyperlinks to NetSuite records in Excel
XLANS | Learn how to add hyperlinks to the original NetSuite transaction record in Excel
Written by
Chris Corcoran
Updated over a week ago
Sample Use Cases
Building a Sales Dashboard with CloudExtend Excel Analytics for NetSuite
XLANS | Build your first sales dashboard
Written by
Chris Corcoran
Updated over a week ago
Financial Statements
Written by
Chris Corcoran
Updated yesterday
Creating Income Statements from G/L Search
Written by
Chris Corcoran
Updated this week
Creating Balance Sheets From G/L Search
Written by
Chris Corcoran
Updated yesterday
Create an A/R Aging Report using CloudExtend Excel Analytics for NetSuite
XLANS | Use CloudExtend Excel Analytics for NetSuite to analyze your Accounts Receivable
Written by
Chris Corcoran
Updated over a week ago
Using Power Query to transform your data and connect multiple NetSuite saved searches together
XLANS | Learn how to use Excel Power Query and build a relational data model in Excel
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
XLANS | 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
Release Notes
📣 Release Notes for CloudExtend Analytics for NetSuite v1.X
Don't miss out any feature release. Check out this page to keep you updated on what's new and all things we are cooking for you!
Written by
Elise Gonzales
Updated over a week ago