VOOZH about

URL: https://www.cdata.com/kb/tech/netsuite-odata-power-bi.rst

⇱ Use the CData API Server in Microsoft Power BI

Use the CData API Server in Microsoft Power BI

👁 Stanley Liu
Stanley Liu
Associate Technical Product Marketer
You can use the CData API Server to feed NetSuite data to Power BI dashboards. Simply drag and drop NetSuite data into data visuals on the Power BI canvas.

The CData API Server enables you to use REST, OData, JSON, or Open APIs to connect to and query NetSuite data. The OData standard enables real-time access to the live data, and support for OData is integrated into Power BI. This article details how to import an OData feed of NetSuite data into Microsoft Power BI.

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


Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure NetSuite OData services:

Connect to NetSuite

To work with NetSuite data from Microsoft Power BI, we start by creating and configuring a NetSuite connection. Follow the steps below to configure the API Server to connect to NetSuite data:

  1. First, navigate to the Connections page.
  2. Click Add Connection and then search for and select the NetSuite connection. 👁 Selecting a data source (SQLite is shown)
  3. Enter the necessary authentication properties to connect to NetSuite. 👁 Connecting to a datasource (SQLite is shown)
  4. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your NetSuite data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

  1. On the Users page, click Add User to open the Add User dialog.
  2. Next, set the Role, Username, and Privileges properties and then click Add User. 👁 Configure a new user
  3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page: 👁 API Server user settings

Creating API Endpoints for NetSuite

Having created a user, you are ready to create API endpoints for the NetSuite tables:

  1. First, navigate to the API page and then click Add Table . 👁 Add tables
  2. Select the connection you wish to access and click Next. 👁 Select the connection (SQLite is shown)
  3. With the connection selected, create endpoints by selecting each table and then clicking Confirm. 👁 Adding tables from the connection (SQLite is shown)

Gather the OData Url

Having configured a connection to NetSuite data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

👁 API Endpoints

Connect to NetSuite Data from Power BI Desktop

  1. Open Power BI Desktop and click Get Data -> OData feed. 👁 Starting the OData connection
  2. In the OData feed connection, set the URL property to the OData Endpoint URL previously copied and click OK (e.g. "http://localhost:8080/api.rsc"): 👁 The URL of the OData endpoint for API Server
  3. In the next step of the wizard, define the authentication credentials. Select Basic and then enter the credentials for a user authorized to make requests. Specify the User name and enter the user's authtoken in the Password field: 👁 Authenticating with API Server
  4. Select the tables that you would like to import into Power BI and click Load 👁 Selecting tables (SQLite is shown)

Create Data Visualizations

After pulling the data into Power BI, you can create data visualizations in the Report view. Follow the steps below to create a pie chart:

  1. Select the pie chart icon in the Visualizations pane.
  2. Select a dimension in the Fields pane: for example, Genre Name.
  3. Select a measure in the Fields pane: for example, GenreId.
👁 A pie chart showing the Count of Tracks by Genre (SQLite is shown)

You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.

You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them: 👁 A highlighted genre in a pie chart (SQLite is shown)

You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.

👁 Filtered pie chart (SQLite is shown)

Click Refresh to synchronize your report with any changes to the data.

Free Trial & More Information

If you are interested in connecting to your NetSuite data (or data from any of our other supported data sources) from Microsoft Power BI, download API Server to begin creating flexible and customizable REST, OData, JSON and Open APIs from any database or data store! As always, our world-class support team is ready to answer any questions you may have.