CloudExtend Excel Analytics for NetSuite

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

19 articles in this collection
Written by Chris Corcoran, Justine Burdo, and Dulindra Wijethilake

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 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