Hi folks - does anyone have experience using Celig...
# general
k
Hi folks - does anyone have experience using Celigo to create financials (P&L and BS) into PowerBI? We want to use Celigo to bring the data into AWS S3 and then use PowerBI to build the reports. I would like to replicate the P&L and BS from NS. We are struggling to access the financials in NS. Any ideas/ tips ?
t
You're trying to pull the native financial reports or you have workbooks made?
k
Trying to pull the native ones. If I can’t pull the native one, how do I recreate those ?
t
I don't think the reports are accessible with suitescript at all. I think you'd have to make a search that gets the same thing (https://blog.prolecto.com/2016/09/10/how-to-produce-a-netsuite-trial-balance-with-saved-searches/) or run suiteQL queries (https://github.com/nserpsolutions/public/blob/main/generic/nse_sa_trial_balance_periodic.sql).
If you do one of those, you can pull it into Celigo
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c
@Kman this is also possible using CloudExtend Excel Data Connector, exporting your data (on a schedule) to Excel on Sharepoint and then using that as your data source as opposed to AS3. https://support.cloudextend.io/extendinsights-netsuite/en/articles/6942816-financial-statements
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