CloudExtend Excel Analytics for NetSuite

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