RE: Creating unit level P&Ls in excel with SuiteAnalytics Connect

Happy Monday all,

I work in the Finance department of my company and have been tasked with revamping/revolutionizing reporting. Currently, we use the standard reporting templates offered by NetSuite.  Personally, this is my first time using this environment. I was spoiled by the robust reporting capabilities and flexibility provided by Hyperion Essbase.

Ultimate goal is to produce store level P&Ls, executive/board reporting, etc. I personally prefer creating reporting templates in excel that will allow me to pull in data behind the scenes while populating the more organized, consumable reports.  A typical report would contain selection menu (location, month/period, etc), the actual report tab, and a hidden tab that pulls in the data from SuiteAnalytics Connect or any other data warehouse offered by NetSuite. 

Anyone else doing something similar? 

dfernandez Rookie Asked on September 20, 2021 in SuiteAnalytics Connect.
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2 Answers

HI, There is an option of making NS reports available as web queries, through which you can connect the standard NS reports with Excel or PowerBi.

You can look into this tutorial for help

Rookie Answered on November 9, 2021.
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