Visualize Live NetSuite SuiteAnalytics Data in Power BI (via CData Connect AI)
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to NetSuite SuiteAnalytics data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to NetSuite SuiteAnalytics, connect to NetSuite SuiteAnalytics data from Power BI and then create reports on NetSuite SuiteAnalytics data in Power BI.
Configure NetSuite SuiteAnalytics Connectivity for Power BI
Connectivity to NetSuite SuiteAnalytics from Power BI is made possible through CData Connect AI. To work with NetSuite SuiteAnalytics data from Power BI, we start by creating and configuring a NetSuite SuiteAnalytics connection.
- Log into Connect AI, click Sources, and then click Add Connection
- Select "NetSuite SuiteAnalytics" from the Add Connection panel
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Enter the necessary authentication properties to connect to NetSuite SuiteAnalytics.
Prerequisites
Before you can connect to NetSuite SuiteAnalytics, you must set up SuiteAnalytics Connect in your NetSuite account:
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Enable the Connect Service feature.
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Ensure that your Account Administrator has enabled your Account and Role with the Connect Service feature.
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Navigate to Setup > Company > Enable Features.
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Click the Analytics tab and check the SuiteAnalytics Connect box.
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Add the SuiteAnalytics Connect permission to an existing Role, and note the Role ID for later.
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Find the Settings portlet on your home page and click Set Up SuiteAnalytics Connect, then click Your Configuration to view your service host and account ID. These settings map directly to the Server and Account Id properties.
Add the NetSuite SuiteAnalytics Connection
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Open the Sources page of the Connect Cloud dashboard.
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Click Add Connection and select NetSuite SuiteAnalytics from the list of connectors.
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Enter a Connection Name of your choice.
Authenticate to NetSuite SuiteAnalytics
Set the following required properties:
Server: The Service Host value you found when setting up SuiteAnalytics Connect.
Account Id: The Account ID value you found when setting up SuiteAnalytics Connect.
Role Id: The internal ID of the login role you granted the SuiteAnalytics Connect permission.
Next, choose one of the supported authentication methods:
Basic authentication
User: The username you use to authenticate to your NetSuite account.
Password: The password associated with that account.
Token-based authentication
Consumer Key and Consumer Secret: Generated when you create your integration record in NetSuite.
Token Key and Token Secret: The access token and secret generated for that integration.
After you enter your credentials, click Save & Test to validate the connection.
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- Click Save & Test
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Navigate to the Permissions tab in the Add NetSuite SuiteAnalytics Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to NetSuite SuiteAnalytics data from Power BI.
Query NetSuite SuiteAnalytics Tables
Follow the steps below to build a query to pull NetSuite SuiteAnalytics data into the report:
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
- Click "Sign in" and authenticate with your CData Connect AI account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your NetSuite SuiteAnalytics data from Power BI
Create NetSuite SuiteAnalytics Data Visualizations
After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.
Click Refresh to synchronize your report with any changes to the data.
Live Access to NetSuite SuiteAnalytics Data from Data Applications
With CData Connect AI you have a direct connection to NetSuite SuiteAnalytics data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating NetSuite SuiteAnalytics data.
To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including NetSuite SuiteAnalytics) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.