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URL: https://www.cdata.com/kb/tech/netsuite-cloud-powerbi-service.rst

⇱ Import NetSuite Data into the Power BI Service for Visualizations

Import NetSuite Data into the Power BI Service for Visualizations

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to connect to NetSuite Data and provide access to live NetSuite data for custom reports in the Power BI Service.

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 data for visualizations, dashboards, and more. This article shows how to connect to NetSuite in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on NetSuite data in the Power BI service.

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 Power BI Service

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "NetSuite" from the Add Connection panel
    3. 👁 Selecting a data source
  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.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to NetSuite data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to NetSuite in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
  3. After signing in, click "Connect" 👁 Connecting to Connect AI
  4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your NetSuite data from Power BI
  6. Define any relationships between the selected entities on the Relationships tab.
  7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on NetSuite Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report. 👁 Select a dataset
  5. Choose fields and visualizations to add to your report. 👁 Visualizing NetSuite data in the Power BI service

Live Access to NetSuite Data from Cloud Applications

Now you have a direct connection to live NetSuite data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating NetSuite data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.