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The CData ODBC Driver for NetSuite is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current NetSuite data into Excel and start generating location-based insights on NetSuite data in Power Map.
CData provides the easiest way to access and integrate live data from Oracle NetSuite. Customers use CData connectivity to:
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.
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
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.
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.
You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import NetSuite data, see the "Using the ODBC Driver" section in the help documentation.
After importing the NetSuite data into an Excel spreadsheet or into PowerPivot, you can drag and drop NetSuite entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.
In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.
👁 A map showing dots for represented states. (Salesforce is shown.)You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.
👁 A stacked column chart. (Salesforce is shown.)Download a free trial of the NetSuite ODBC Driver to get started:
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👁 NetSuite IconThe 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.