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ExtendInsights for Analytics NetSuite

ExtendInsights for Analytics NetSuite
Help docs, FAQ's, and more for ExtendInsights for Analytics NetSuite
41 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
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 Microsoft 365 AdminExtendInsights Analytics | Learn how Admins can install ExtendInsights Apps for multiple users at once
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
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights Analytics!
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
๐ Find all your important ExtendInsights Analytics Resources in 1 place here!ExtendInsights Analytics | Guides and resources to ensure you are setup for success
Best Practices for ExtendInsights for Analytics NetSuiteExtendInsights Analytics | Learn about best practices when using ExtendInsights Analytics
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
How-To's
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
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
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
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
How-To: Managing Existing Scheduled SearchesExtendInsights Analytics | Learn how to manage your saved searches schedule
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 StatementsLearn how to prepare your NetSuite saved searches to generate Income Statements, Balance Sheets, and Trial Balances
Creating Income Statements from G/L Search
Creating Balance Sheets From G/L Search
Creating a Trial Balance Using NetSuite Saved Searches Instead of ReportsExtendInsights Analytics | Creating a trial balance using NetSuite saved searches
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
FAQs
Frequently asked questions for ExtendInsights for Analytics NetSuite
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
FAQ: NetSuite Saved SearchesExtendInsights Analytics | What are NetSuite saved searches and how can they benefit you?
Upgrade to the NextGen version of CloudExtend Excel Data ManagementExtendInsights Data Management | Learn about upgrade options and more before moving to the latest release
FAQ: How to Transfer Ownership of WorkbooksExtendInsights Analytics | Learn how to transfer ownership workbooks
FAQ: Adding hyperlinks to NetSuite records in ExcelExtendInsights Analytics | Learn how to add hyperlinks to the original NetSuite transaction record in Excel
FAQ: Setting to check your Microsoft Grant Status for SchedulingExtendInsights Analytics | 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
Troubleshooting: Permission Violation: You need the 'Lists -> Persist Search' permission to access this pageExtendInsights Analytics | Know what steps to take to resolve persist search permission error