NetSuite Analytics Templates

Use our analytics templates to get insights quickly from your NetSuite data. NetSuite has limited in-tool reporting and its API is notoriously complicated. After you’ve loaded NetSuite data into your destination using Fivetran connectors, our plug-and-play template removes those obstacles to analyzing NetSuite data.

Our analytics template is compatible with BigQuery and Snowflake. If you use a different destination, you can use these queries as a starting point and update the syntax. This template includes the following components:

• SQL queries
• Tableau workbook
• Looker block

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Prerequisites

To use our NetSuite SuiteAnalytics analytic templates, you need:

• A Fivetran NetSuite SuiteAnalytics connector

• To have synced at least the following tables:

  • ACCOUNTS
  • ACCOUNTING_PERIODS
  • ACCOUNTING_BOOKS
  • CONSOLIDATED_EXCHANGE_RATES
  • CURRENCIES
  • CUSTOMERS
  • DEPARTMENTS
  • EXPENSE_ACCOUNTS
  • INCOME_ACCOUNTS
  • ITEMS
  • LOCATIONS
  • PARTNERS
  • TRANSACTION_LINES
  • TRANSACTIONS
  • SUBSIDIARIES
  • VENDORS
  • VENDOR_TYPES

Note: If you have just set up your NetSuite SuiteAnalytics connector, you must start the initial sync and wait for the sync to complete. Depending on the size of your NetSuite data, it may take from a few minutes to a few hours.

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SQL query setup guide

To use our SQL queries in your destination, follow these steps.

1. Go to the SQL queries in our public GitHub repository.
2. Navigate to the folder that corresponds to your destination.
3. Copy and paste the queries from GitHub to your destination.
4. Run the queries and start exploring your transformed data.

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Tableau workbook setup guide

To connect Tableau to your NetSuite data, follow these steps.

All warehouses

1. Go to the Tableau workbook in our public GitHub repository.
2. Navigate to the folder that corresponds to your destination.
3. Save the workbook to your computer. The file format should be All Files.
4. To finish your Tableau workbook setup, follow the instructions below for your destination.

For Snowflake

If you use Snowflake as your destination, follow these steps to finish your Tableau workbook setup.

1. Open the Tableau workbook using your favorite text editor.

2. Update the named-connection node with your Snowflake credential details on the following lines:

   • Line 24: update caption.
   • Line 25: update dbname, schema, server, service (role), username, and warehouse.
   • Line 1075: update caption.
   • Line 1076: update dbname, schema, server, service (role), username, and warehouse.
   • Line 1387: update caption.
   • Line 1388: update dbname, schema, server, service (role), username, and warehouse.

3. Save and close the file.

4. Open the workbook with Tableau.

5. Enter your Snowflake username and password to sign in.

6. The dashboards will populate with your NetSuite data. You can now start analyzing your data.

For BigQuery

If you use BigQuery as your destination, follow these steps to finish your Tableau workbook setup.

1. Open the workbook with Tableau.
2. When Tableau prompts you to sign in with your Google account, select your Google account and grant Tableau access to it. Tableau will open.
3. In Tableau’s Data Source tab, update your BigQuery Connection details by selecting the appropriate Billing Project, Project, and Dataset.
4. Do steps 2 through 3 for all three data sources for this workbook: Transaction Details, Income Statement, and Balance Sheet.
5. The dashboards will populate with your NetSuite data. You can now start analyzing your data.

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Looker block setup guide

To connect Looker to your NetSuite data, follow these steps.

1. Go to the [Looker block in our public GitHub repository] (https://github.com/fivetran/analytics-templates/tree/master/Netsuite/Netsuite_Looker).

2. Navigate to the folder that corresponds to your destination.

3. Implement the Looker source block in one of two ways. You can either

   - copy and paste the LookML code directly from our repo to Looker, or
   - download the zip file and upload it to your Looker model in GitHub and then
   

   [follow Looker’s instructions to convert LookML dashboards to user-defined dashboards] (https://docs.looker.com/dashboards/lookml-to-user-dashboard).

4. The dashboards will populate with your NetSuite data. You can now start visualizing and analyzing your data.