Hi, Following up on our discussion today about in...
# ask-stanley-ai
m
Hi, Following up on our discussion today about integrating NetSuite reports directly into Excel: I successfully connected Excel to our General Ledger report via a Web Query, and the connection itself works fine. However, the data returned in Excel is incomplete and the layout is different from the standard export. More specifically: • Several columns that exist in the NetSuite report are missing or coming through empty in Excel (e.g., Credit, Balance, and Amount Subsidiary Currency (Rounded)). • The Name column is not in the expected position compared to the original report/export. • The connected report in Excel also shows large blank gaps and the formatting is hard to read compared to the classic GL export. Could you please help investigate why the Web Query import is not returning all columns (or is returning some columns empty), and adjust the report/export so that all columns appear correctly in Excel? Ideally, we’d like the automated GL import format to match the classic GL export as closely as possible. Thanks in advance,
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that the issue you're experiencing with the Excel Web Query might be due to the limitations of the feature itself. The Web Query option in NetSuite is not as robust as the standard export and might not include all columns or maintain the same formatting. Here are a few suggestions that might help: 1. CSV Imports: Some users have found success by manually downloading the reports and then importing them into Excel as CSV files. This allows for more control over the formatting and ensures all columns are included. 2. CloudExtend Excel for NetSuite: This is a third-party application that allows you to stream existing saved searches directly into Excel without having to export data from NetSuite UI first. It might be worth exploring if this tool can help with your specific needs. 3. SuiteAnalytics Connect: This is another option that allows you to send data to a report writer such as Crystal Reports. However, this might involve more manual effort in reformatting the data. 4. VBA Scripts: Another user mentioned a setup where saved searches are emailed to a folder, then a VBA script saves to One Drive and another script in Excel file pulls new data upon opening. Please note that these are suggestions based on the experiences of other users and might not fully resolve your issue. You might need to experiment with different methods to find the one that works best for you. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.853881836
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851257324
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845581055
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c
@Marc SuiteQL might be able to help you here (I realize this does not answer your original question about the deficiency of WebQuery). There are a number of finance examples here.