Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite
42 articles
Product Overview: ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Know what our product is all about
ExtendInsights Excel for NetSuite RoadmapExtendInsights Analytics | Learn about what we're considering building, what we're building now, and what was recently released
Learn How To Get Support For ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Can't find what you are looking for? Learn how to get more support here
Getting Started
Everything you need to know to get started with ExtendInsights Analyltics!
Best Practices for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn about best practices when using ExtendInsights Analytics
ExtendInsights Analytics Go Live Checklist and End-user GuidelinesExtendInsights Analytics | Leverage our go-live checklist so nothing falls through the cracks.
Admin: ExtendInsights Analytics for NetSuite Setup Guide (Enterprise)ExtendInsights Analytics | Guide to help streamline your setup
Admin: How to manage ExtendInsights for Analytics NetSuite Professional + Enterprise Licenses and Administer UsersExtendInsights Analytics | Logging in and managing license for ExtendInsights
Admin: Installing the Excel bundle for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install the Excel bundle
Admin: ExtendInsights for NetSuite can be installed by your Office 365 AdminExtendInsights Analytics | Learn how Admins can install ExtendInsights Apps for multiple users at once
Getting Started: Installing ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to install ExtendInsights Analytics and get started
End-User: Logging into ExtendInsights for Analytics NetSuiteExtendInsights Analytics | How to login to ExtendInsights Analytics
End-User: Getting Started Guide for ExtendInsights AnalyticsExtendInsights Analytics | Check out the Getting Started Guide for ExtendInsights Analytics
🔍 Find all your important ExtendInsights Analytics Resources in 1 place here!ExtendInsights Analytics | Guides and resources to ensure you are setup for success
Admin: Request for Justification FormExtendInsights Analytics | Learn how to request approval ExtendInsights Admin portal access from your Microsoft Admin
Admin: Add New Users to ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Admin's checkpoint for new users of ExtendInsights
Learn about ExtendInsights for Analytics NetSuite
Learn how to use ExtendInsights Analytics
The Interface - ExtendInsights Analytics WorkspaceExtendInsights Analytics | Experience the new ExtendInsights interface
Adding NetSuite Saved Searches to ExtendInsights AnalyticsExtendInsights Analytics | Adding NetSuite saved searches to ExtenInsights Analytics
Scheduling your NetSuite Saved Searches with ExtendInsights AnalyticsExtendInsights Analytics | Learn how to add your NetSuite saved searches to a schedule with ExtendInsights for Analytics NetSuite
Run Saved Searches to different NetSuite accountExtendInsights Analytics | Learn how to transfer searches downloaded to another connection
Embed your Excel file or PowerBI report in a NetSuite PortletExtendInsights Analytics | Learn how to embed an Excel file in a NetSuite portlet
Use Excel Power Query and ExtendInsights to analyze your NetSuite dataExtendInsights Analytics | Learn why ExtendInsights recommends connecting to your data source with Excel Power Query
FAQs
Frequently asked questions for ExtendInsights for Analytics NetSuite
FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?
FAQ: ExtendInsights Analytics Supports Saved Search FormulasExtendInsights Analytics | Support for Saved Search Formulas
FAQ: Force Excel to see your fields as general formatExtendInsights Analytics | 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 formatXLANS | Learn how to work with date formats in CloudExtend Excel Analytics in regions other than the US
FAQ: Adding hyperlinks to NetSuite records in ExcelExtendInsights Analytics | Learn how to add hyperlinks to the original NetSuite transaction record in Excel
FAQ: How to Uninstall ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn how to uninstall the legacy ExtendInsights Analytics application
FAQ: Setting to check your Microsoft Grant Status for SchedulingXLANS | Learn if the Microsoft Grant Consent has been given to CloudExtend
Troubleshooting
Experiencing difficulties? Take a look at the articles for step-by-step instructions on resolving them!
Common issuesExtendInsights Analytics | 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 worksheetExtendInsights Analytics | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error
Troubleshooting: Criteria with null valuesExtendInsights Analytics | See resolution on how to resolve if you cannot pull any records from your saved searches
Troubleshooting: Mismatch HeadersExtendInsights Analytics | Troubleshooting when getting mismatch headers error from ExtendInsights
Troubleshooting: ExtendInsights Analytics Flow Errors and Needed ActionExtendInsights Analytics | List of error codes captured on scheduled runs and what to do to resolve them
Sample Use Cases
See use cases on how you can use ExtendInsights Analytics
Building a Sales Dashboard with ExtendInsights for Analytics NetSuiteExtendInsights Analytics | 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 ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Use ExtendInsights to analyze your Accounts Receivable
Using Power Query to transform your data and connect multiple NetSuite saved searches togetherExtendInsights Analytics | 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 BIExtendInsights Analytics | Get data from a single Excel file into Power Query or Power BI and bypass Excel file size limitations