How To: Connect NetSuite Reports to Excel Web Queries

This article is relevant if you are looking to connect Excel to NetSuite

Background

Since serving the NetSuite community since 2008, and working to produce all kinds of options to work with data to and from spreadsheets, it sometimes becomes easy to forget there are built-in gem-like features offered native that are not utilized. Here, the situation is that you exported a NetSuite report to Excel and then you formatted the information to your liking. All good. But then you wanted to get this outcome over and over again without reformatting the sheet every time. Indeed, NetSuite offers little formatting capacities for its Excel report outputs.

However, it may be possible to have one sheet be your data and another sheet be your report output. In this model, the key is to get the data out from NetSuite easily (and I mean no export to CSV and then import). This is where NetSuite’s Report Web Query technology is designed to assist. I suspect many Excel and NetSuite users have not seen this feature — and a little orientation will go a long way. Accordingly, I present to you a 1:13 video produced by one of our senior consultants for how to set this little known advanced feature up.

How to Connect NetSuite to Excel Web Query (1:13)

Click here to directly watch video

Other Excel / Spreadsheet Articles

We have produced a number of innovations around Excel and Google Sheets. Here are a few that may be relevant to you:

If you are looking to get more out of your NetSuite investment, consider working with a team of professionals that hold high standards for care and understand how to push the NetSuite platform to create satisfactory outcomes. Let’s have a conversation about your challenges.

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Marty Zigman

Holding all three official certifications, Marty is Southern California's NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 25 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

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| Category: NetSuite, Reporting | 1 Comment

One Comment

  1. Posted February 11, 2018 at 10:42 am | Permalink

    Per a Senior Consultant on the Prolecto team:
    “I wanted to follow up with you. You indicated that you were unable to follow my instructions due to platform differences. I found the following in testing on my Windows PC:

    • Open up the report
    • Export the iqy file, note the destination folder on your local PC
    • Here, you have 3 options:
      1. Open the iqy file directly, as it should be recognized / registered to run in Excel (the icon for my file on the file system appears as such and opens directly with Excel:Inline image 1
      2. If that option does not work for you, you may still be able to open a blank workbook in Excel, open your Windows Explorer folder containing the file, and drag the file directly into the Excel window
        Both options on my machine are met with a Security warning, but I simply enable (I trust the NS file) and proceed to enter my email address and run the import just as in the video
      3. The right way to do it is to go to Existing Connections, hit the Browse for more… button, locate the file in the above folder, and follow the prompts on the screen.”

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