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Use the CData ODBC Driver for NetSuite in MicroStrategy Desktop
Connect to NetSuite data in MicroStrategy Desktop using the CData ODBC Driver for NetSuite.
MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When paired with the CData ODBC Driver for NetSuite, you gain database-like access to live NetSuite data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through adding NetSuite as a data source in MicroStrategy Desktop and creating a simple visualization of NetSuite data.
The CData ODBC Driver offers unmatched performance for interacting with live NetSuite data in MicroStrategy due to optimized data processing built into the driver. When you issue complex SQL queries from MicroStrategy to NetSuite, the driver pushes supported SQL operations, like filters and aggregations, directly to NetSuite and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze NetSuite data using native MicroStrategy data types.
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
Connect to NetSuite as an ODBC Data Source
Information for connecting to NetSuite follows, along with different instructions for configuring a DSN in Windows and Linux environments.
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.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
Windows
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
Linux
If you are installing the CData ODBC Driver for NetSuite in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.
/etc/odbc.ini
[CData NetSuite Sys]
Driver = CData ODBC Driver for NetSuite
Description = My Description
Account Id = XABC123456
Password = password
User = user
Role Id = 3
Version = 2013_1
For specific information on using these configuration files, please refer to the help documentation (installed and found online).
Connect to and Visualize NetSuite Data using MicroStrategy Desktop
In addition to connecting NetSuite in MicroStrategy enterprise products, you can connect to NetSuite in MicroStrategy Desktop. Follow the steps below to add NetSuite data as a dataset and create visualizations and reports of NetSuite data.
- Open MicroStrategy Desktop and create a new dossier.
- In the datasets panel, click New Data, select Databases, and select Type a Query as the Import Option.
- Add a new data source and choose DSN data sources.
- Choose the DSN you previously configured (likely CData NetSuite Sys) and select Generic DBMS in the Version menu.
- Set the User and Password properties for the DSN (or use placeholder values) and name the data source.
- Select the new database instance to view the tables. You may need to manually click the search icon in the Available Tables section to see the tables.
- Create a SQL query for the NetSuite data (see below) and click Execute SQL to test the query.
SELECT * FROM SalesOrder![]( "Querying NetSuite for data.")
NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products. - Click Finish and choose to connect live.
- Choose a visualization, choose fields to display (data types are discovered automatically through dynamic metadata discovery) and apply any filters to create a new visualization of NetSuite data. Where possible, the complex queries generated by the filters and aggregations will be pushed down to NetSuite, 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 driver.
![]( "Visualize NetSuite data.")
- Once you are finished configuring the dossier, click File -> Save.
NOTE: Since we create a live connection, we can execute a SELECT * query and utilize the filtering and aggregation features native to the MicroStrategy products.
Using the CData ODBC Driver for NetSuite in MicroStrategy Desktop, you can easily create robust visualizations and reports on NetSuite data. Read our other articles on connecting to NetSuite in MicroStrategy and connecting to NetSuite in MicroStrategy Web for more examples.
Ready to get started?
Download a free trial of the NetSuite ODBC Driver to get started:
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NetSuite ODBC Driver
The NetSuite ODBC Driver is a powerful tool that allows you to connect with live NetSuite data, directly from any applications that support ODBC connectivity.
Access NetSuite like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.