Prepare, Blend, and Analyze NetSuite Data in Alteryx Designer



Build workflows to access live NetSuite data for self-service data analytics.

Alteryx is a software platform that allows people to work with data more easily. When paired with CData Connect Cloud, Alteryx provides instant access to NetSuite data from your data automation processes. This article demonstrates how to connect to NetSuite using Connect Cloud and work with NetSuite data in Alteryx.

CData Connect Cloud offers a dedicated SQL Server interface for NetSuite, facilitating data querying without the need for data replication to a native database. With built-in optimized data processing capabilities, CData Connect Cloud efficiently directs all supported SQL operations, including filters and JOINs, straight to NetSuite. This harnesses server-side processing to rapidly retrieve the desired NetSuite data.

About NetSuite Data Integration

CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:

  • Access all editions of NetSuite, including Standard, CRM, and OneWorld.
  • Connect with all versions of the SuiteTalk API (SOAP-based) and SuiteQL, which functions like SQL, enabling easier data querying and manipulation.
  • Access predefined and custom reports through support for Saved Searches.
  • Securely authenticate with Token-based and OAuth 2.0, ensuring compatibility and security for all use cases.
  • Use SQL stored procedures to perform functional actions like uploading or downloading files, attaching or detaching records or relationships, retrieving roles, getting extra table or column info, getting job results, and more.

Customers use CData solutions to access live NetSuite data from their preferred analytics tools, Power BI and Excel. They also use CData's solutions to integrate their NetSuite data into comprehensive databases and data warehouse using CData Sync directly or leveraging CData's compatibility with other applications like Azure Data Factory. CData also helps Oracle NetSuite customers easily write apps that can pull data from and push data to NetSuite, allowing organizations to integrate data from other sources with NetSuite.

For more information about our Oracle NetSuite solutions, read our blog: Drivers in Focus Part 2: Replicating and Consolidating ... NetSuite Accounting Data.


Getting Started


Configure NetSuite Connectivity for Alteryx

Connectivity to NetSuite from Alteryx is made possible through CData Connect Cloud. To work with NetSuite data from Alteryx, we start by creating and configuring a NetSuite connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "NetSuite" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to NetSuite.

    The User and Password properties, under the Authentication section, must be set to valid NetSuite user credentials. In addition, the AccountId must be set to the ID of a company account that can be used by the specified User. The RoleId can be optionally specified to log in the user with limited permissions.

    See the "Getting Started" chapter of the help documentation for more information on connecting to NetSuite.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions.

Connect to NetSuite from Alteryx

Once you establish a connection to NetSuite in Connect Cloud, you are ready to work with NetSuite data in Alteryx. To begin, download the ODBC Driver for CData Connect.

  1. In the ODBC Driver for CData Connect, select OAuth and click Test Connection. Then enter your CData Connect Cloud Credentials and Sign in.
  2. Open Alteryx Designer and create a new workflow.
  3. Drag and drop a new input data tool onto the workflow.
  4. Click the drop down under Connect a File or Database and select the Data sources tab.
  5. Navigate to the end of the page and click on ODBC under Generic connection.
  6. Select the DSN that you configured for use in Alteryx.
  7. In the wizard that opens, drag and drop the table to be queried in the Query Builder box. Select the fields by checking the boxes that you wish to include in your query. Where possible, the complex queries generated by the filters and aggregations will be pushed down to your data source, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the connector.

To further customize the dataset, you can open the SQL Editor and modify the query manually, adding clauses, aggregations, and other operations to ensure that you are retrieving exactly the data desired.

With the query defined, you are ready to work with your data in Alteryx Designer.

Get CData Connect Cloud

To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!

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Learn more about CData Connect Cloud or sign up for free trial access:

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