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Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work faster
Tips & Tricks: Use Excel Macros and CloudExtend Excel Data Management for NetSuite to work faster

ExtendInsights Data Management | Use macros to insert formulas or create templates for other repetitive tasks

Updated over a week ago

ExtendInsights for Data Management NetSuite is already designed to enhance your efficiency by saving you time. You can further amplify these gains by utilizing Excel macros and tapping into other Excel functionalities. This includes:

  • Effortlessly copying and pasting data from source files.

  • Integrating Excel formulas seamlessly with macros.

  • Crafting personalized Excel templates to suit your needs.

Benefits of Using Macros

Run a macro on-demand to insert a column and add a formula

In the video below you can see how we record a macro that can be run on-demand to insert a column and add a formula to that column. This can be applied in many cases. For example, if a customer issues a refresh command the formulas are overwritten with the values from NetSuite. If you have a macro recorded with the formula you can re-populate it in a second or two.

Use a macro to re-insert formulas overwritten during the download process

Learn how to record a macro that inserts formulas that were previously overwritten during the download process.

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