Connect to NetSuite in SpagoBI



Create reports featuring live NetSuite data in SpagoBI Studio. Host NetSuite reports on SpagoBI Server.

The CData JDBC Driver for NetSuite enables you to connect to live NetSuite data from business intelligence and data mining tools that support the JDBC standard. This article shows how to integrate NetSuite data into a report in SpagoBI Studio and host it on SpagoBI Server.

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


Deploy the JDBC Driver in SpagoBI Server

Follow the steps to create a JDBC data source for NetSuite in SpagoBI Server.

  1. Copy the driver JAR into %CATALINA_BASE%/lib. These files are located in the lib subfolder of the installation directory.
  2. Add a NetSuite driver resource to the context. The following resource definition can be added to the GlobalNamingResources element in server.xml: <Resource name="jdbc/netsuite" auth="Container" type="javax.sql.DataSource" driverclassname="cdata.jdbc.netsuite.NetSuiteDriver" factory="org.apache.tomcat.jdbc.pool.DataSourceFactory" maxactive="20" maxidle="10" maxwait="-1"/>

  3. Add the following resource link to give access to Web applications. For this article, add the following line to META-INF\context.xml for SpagoBI. <ResourceLink global="jdbc/netsuite" name="jdbc/netsuite" type="javax.sql.DataSource"/>
  4. Restart the server.

After adding the driver to the resources for the SpagoBI server, add the data source: In SpagoBI, click Resources -> Data Source -> Add and enter the following information:

  • Label: Enter a unique identifier for the driver.
  • Description: Enter a description for the driver.
  • Dialect: Select Default Dialect.
  • Read Only: Select the read-only option. This option determines whether the data source is the default database to save datasets created by the end user.
  • Type: Select JDBC.
  • URL: Enter the JDBC URL using the required connection string properties:

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the NetSuite JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.netsuite.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:netsuite:Account Id=XABC123456;Password=password;User=user;Role Id=3;Version=2013_1;
  • Driver: Enter the class name for the driver: cdata.jdbc.netsuite.NetSuiteDriver

Create Reports in SpagoBI Studio

Follow the steps below to populate reports based on NetSuite data in SpagoBI Studio. You will create a dataset that populates a chart with the results of an SQL query. In the next section, you will host this report on SpagoBI Server.

First, you will need to connect to NetSuite data from a report in SpagoBI Studio:

  1. In SpagoBI Studio, click File -> New -> Project and select Report Project in the Business Intelligence and Reporting Tools folder.
  2. Click File -> New -> Report and select Blank Report.
  3. In the Data Explorer view, right-click Data Sources and click New Data Source.
  4. Select JDBC Data Source and enter a name for the data source.
  5. Click Manage Drivers and click Add to add the driver JAR, cdata.jdbc.netsuite.jar. The driver JAR is located in the lib subfolder of the installation directory.
  6. In the Driver Class menu, select the driver class, cdata.jdbc.netsuite.NetSuiteDriver.
  7. In the Database URL box, enter the JDBC URL. A typical JDBC URL is below: jdbc:netsuite:Account Id=XABC123456;Password=password;User=user;Role Id=3;Version=2013_1; See the "Getting Started" chapter of the driver help for a guide to obtaining the required connection properties.

After you have connected to NetSuite data, create a dataset that contains the results of an SQL query:

  1. Right-click the DataSet folder and click New Data Set. Select the JDBC data source for NetSuite and enter a name for the dataset.
  2. Build the SQL query. In this example, this query will be used to add a chart to the dashboard. For example: SELECT Customer.FirstName AS CustomerName, SalesOrder.Total AS SalesOrderTotal FROM SalesOrder, Customer

You can use the dataset to populate report objects. Follow the steps below to create a chart.

  1. In the Palette view, drag a chart onto the canvas.
  2. In the Select Chart Type tab, select a bar chart.
  3. In the Select Data tab, click the Use Data From option and select the NetSuite data set from the menu.
  4. Drag CustomerName from the table to the series for the x-axis.
  5. Drag SalesOrderTotal from the table to the series for the y-axis.

Host NetSuite Reports on SpagoBI Server

Follow the steps below to host documents based on live NetSuite data on SpagoBI Server. You will use the report you created in the previous section as a template. To enable report users to access the live data, create placeholder parameters to be replaced by the NetSuite JDBC data source on the server:

  1. If you have not already done so, open the Report Design perspective in SpagoBI Studio.
  2. In the Data Explorer view, right-click the Report Parameters folder and click New Parameter. Add the url parameter and assign an empty value to it. This parameter is a placeholder for the JDBC data source on the SpagoBI Server.
  3. Right-click the NetSuite data source and click Edit.
  4. In the Property Binding node, set the JDBC Driver URL binding property to the url parameter: Click the box for the property. In the Category section, select Report Parameters. Select All in the Subcategory section and double-click the parameter.

    You can also enter the following in the JavaScript syntax:

    params["url"].value

Next, create a new document for the report on SpagoBI Server.

  1. In SpagoBI Server, click Documents Development -> Create Document -> Generic Document. The Document Details page is displayed.
  2. To create the document, enter the following:
    • Label: Enter a unique identifier for the document.
    • Name: Enter a user-friendly name for the document.
    • Type: Select Report from the menu.
    • Engine: Select BIRT Report Engine.
    • Data Source: Select the NetSuite Data Source you created in Create a JDBC Data Source for NetSuite in SpagoBI Server.
  3. In the Show Document Templates section, select the folder where you want the document to be stored.
  4. In the Template section, click Choose File. Navigate to the folder containing your report project. Select the .rptdesign file.

    Note: You can find the path to the project in the project properties.

  5. Click the Save button.

When you run the report on the server, the placeholder url parameter is replaced with the JDBC URL defined on the server.

Ready to get started?

Download a free trial of the NetSuite Driver to get started:

 Download Now

Learn more:

NetSuite Icon NetSuite JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with NetSuite account data including Leads, Contacts, Opportunities, Accounts, and more!