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The fastest and easiest way to connect Tableau to NetSuite data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.

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Visualize Live NetSuite Data in Tableau


Use CData Tableau Connectors and Tableau Desktop to visualize live NetSuite data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for NetSuite, you can easily get access to live NetSuite data within Tableau. This article shows how to connect to NetSuite in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live NetSuite data in Tableau. Once you install the connector, you simply authenticate with NetSuite and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing NetSuite data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to NetSuite data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData Tableau Connector for NetSuite. If you wish to connect to NetSuite data in Tableau Cloud, you will need to use CData Connect Cloud.

Connect to NetSuite in Tableau

Open Tableau and click More under Connect -> To a Server. Select "NetSuite by CData," then configure the connection and click "Sign In."

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.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select NetSuite from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
  4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
  5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for NetSuite with Tableau, you can easily create robust visualizations and reports on NetSuite data. Download a free, 30-day trial and get started today.