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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
+2
27 articles in this collection
Written by
Chris Corcoran,
Justine Burdo,
Dulindra Wijethilake
and 2 others
Release Note for CloudExtend Excel Analytics for NetSuite v1.2.5.0
XLANS | Release note for CloudExtend Excel Analytics for NetSuite v1.2.5.0 - Jan 12, 2022
Written by
Dulindra Wijethilake
Updated over a week ago
Getting Started
🔍 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
CloudExtend Analytics Go Live Checklist and End-user Guidelines
Written by
Elise Gonzales
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
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
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
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
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
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
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
Troubleshooting
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 this week
Known issues
XLANS | Learn about errors returned when running your NetSuite saved searches
Written by
Chris Corcoran
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
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
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 Analytics 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