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Visualize Live NetSuite Data in Power BI (via CData Connect Cloud)


Use the CData Power BI Connector and CData Connect Cloud to integrate live NetSuite data into custom reports in Power BI.

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 Cloud, you get access to NetSuite data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to NetSuite, connect to NetSuite data from Power BI and then create reports on NetSuite data in 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


Configure NetSuite Connectivity for Power BI

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "NetSuite" from the Add Connection panel
  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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add NetSuite Connection page and update the User-based permissions.

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

Query NetSuite Tables

Follow the steps below to build a query to pull NetSuite data into the report:

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect Cloud account
  3. After signing in, click "Connect"
  4. Select tables in the Navigator dialog
  5. Click Load to establish the connection to your NetSuite data from Power BI

Create NetSuite Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

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

Live Access to NetSuite Data from Data Applications

With CData Connect Cloud you have a direct connection to NetSuite data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating NetSuite data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including NetSuite) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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