CloudExtend

ExtendInsights Analytics |  Add NetSuite saved searches to Excel

Adding NetSuite Saved Searches to ExtendInsights Analytics

ExtendInsights Analytics | Automatically refresh your Saved Search and query data in Excel

Scheduling your NetSuite Saved Searches and Queries with ExtendInsights Analytics

ExtendInsights Analytics | Learn where to manage your saved searches schedule

Where Can Manage Your NetSuite Schedules

ExtendInsights Analytics | Learn how to filter saved search reports directly from the app

Apply Filters on Saved Searches

ExtendInsights Analytics | Navigate the ExtendInsights workspace

The Interface - ExtendInsights Analytics Workspace

ExtendInsights Analytics | How to repoint downloaded searches to another NetSuite connection

Run Saved Searches Against a Different NetSuite Account

ExtendInsights Analytics | Why and how to analyze your data using Excel Power Query

Use Excel Power Query and ExtendInsights to analyze your data

ExtendInsights | Learn how to use Excel Power Query and build a relational data model in Excel

Using Power Query to transform your data and connect multiple queries from disparate sources

ExtendInsights Analytics | How to embed Excel or Power BI content in a NetSuite dashboard

Embed your Excel file or PowerBI report in a NetSuite Portlet

ExtendInsights Analytics | Connect Excel files to Power Query and finally understand how to get the right link, even on a Mac

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 use ExtendInsights Analytics

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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