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URL: https://www.cdata.com/kb/tech/netsuite-odbc-dundas-bi.rst

⇱ Build Dashboards with NetSuite Data in Dundas BI

Build Dashboards with NetSuite Data in Dundas BI

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create dynamic dashboards and perform analytics based on NetSuite data in Dundas BI.

The CData ODBC Driver for NetSuite enables access to live data from NetSuite under the ODBC standard, allowing you work with NetSuite data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to NetSuite data as a generic ODBC Data Provider and create charts, reports, and dashboards based on NetSuite data in Dundas 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


Connect to NetSuite Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    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.

  2. Open the Dundas BI interface, open the menu, and click New Data Connector. 👁 Adding a New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.
    👁 Configure the Data Connector.

Add NetSuite Data to a Dashboard

You are now ready to create a dashboard with NetSuite data.

  1. Navigate to the Home page.
  2. Click Explore Data.
    3. 👁 Home > Explore Data
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
    5. 👁 Adding data from a Data Connector. (Salesforce is shown.)
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
    6. 👁 Displayed Data. (Salesforce is shown.)
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
    7. 👁 Adding the Visualization to a Dashboard. (Salesforce is shown.)
  7. Configure the dashboard, creating dynamic visualizations of NetSuite data. 👁 Sample Dashboard (Salesforce data is shown.)

Ready to get started?

Download a free trial of the NetSuite ODBC Driver to get started:

 Download Now

Learn more:

👁 NetSuite Icon
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.