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URL: https://www.cdata.com/kb/tech/netsuite-odbc-ssas-tabular.rst

⇱ Create SSAS Tabular Models from NetSuite Data

Create SSAS Tabular Models from NetSuite Data

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
How to build a SQL Server Analysis Service Tabular Model from NetSuite data using CData drivers.

SQL Server Analysis Services (SSAS) is an analytical data engine used in decision support and business analytics. It provides enterprise-grade semantic data models for business reports and client applications, such as Power BI, Excel, Reporting Services reports, and other data visualization tools. When paired with the CData ODBC Driver for NetSuite, you can create a tabular model from NetSuite data for deeper and faster data analysis.

Create a Connection to NetSuite 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.

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


Creating a Data Source for NetSuite

Start by creating a new Analysis Services Tabular Project in Visual Studio. Ensure that you select a Compatibility Level of 1400 or higher in the Tabular model designer dialog. Next create a Data Source for NetSuite in the project.

  1. In the Tabular Model Explorer, right-click Data Sources and select "New Data Source"
  2. Select "ODBC" from the Other tab and click "Connect" 👁 Selecting ODBC as the connector
  3. Select the DSN you previously configured 👁 Selecting the DSN (Salesforce is shown)
  4. Choose "Default or Custom" as the authentication option and click "Connect" 👁 Connecting to the DSN (Salesforce is shown)

Add Tables & Relationships

After creating the data source you are ready to import tables and define the relationships between the tables.

  1. Right-click the new data source, click "Import New Tables" and select the tables to import 👁 Importing the tables (Salesforce is shown)
  2. After importing the tables, right-click "Relationships" and click "Create Relationships"
  3. Select table(s), and choose the foreign keys, cardinality, and filter direction 👁 Configuring relationships between tables (Salesforce is shown)

Create Measures

After importing the tables and defining the relationships, you are ready to create measures.

  1. Select the column in the table for which you wish to create a measure
  2. In the Extensions menu -> click "Columns" -> "AutoSum" and select your aggregation method 👁 Creating measures (Salesforce is shown)

Deploy the Model

Once you create measures, you are ready to deploy the model. Configure the target server and database by right-clicking the project found in the Solution Explorer and selecting "Properties." Configure the "Deployment Server" properties and click "OK."

👁 Configuring the deployment database

After configuring the deployment server, open the "Build" menu and click "Deploy Solution." You now have a tabular model for NetSuite data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData ODBC Driver for NetSuite.

Ready to get started?

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

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Learn more:

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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.