- With NetSuite Analytics Warehouse, we can broaden the analyses of our NetSuite data beyond what is currently available in Suite Analytics Workbook.
- The Analytics Warehouse enables businesses to analyze historical data from multiple sources and determine how to improve the business.
- When this feature is enabled, we can initiate the transfer of our data to the Analytics Warehouse. Subsequently, we can blend our NetSuite data with information from other sources and analyze it with a wide set of visualizations.
Enabling NetSuite Analytics Warehouse
- Go to Setup > Company > Setup Tasks > Enable Features.
- Click the Analytics subtab.
- Check the NetSuite Analytics Warehouse box.
- When we enable the analytics warehouse feature, a ‘Data Warehouse Integrator’ role will be automatically assigned.
- The role is used to extract, transform and load NetSuite data into the data warehouse.
- We can assign this role to other users.
- We can assign the data transfer credentials only to users with this role.
- Data from the NetSuite account is grouped into functional areas in analytics warehouse. The following functional areas are currently supported in NetSuite analytics warehouse.
- Bank
- Employee Expenses
- Financials
- Inventory
- Inventory Snapshot
- Manufacturing
- Payroll
- Purchases and Payables
- Sales
Adding Users to NetSuite Analytics Warehouse
- Adding users to your Analytics Warehouse account enables them to work with data transferred to the Analytics Warehouse. You can add NetSuite users and non-NetSuite users.
- Go to Setup > Integration > NetSuite Analytics Warehouse > Configuration.
- Click NSAW User Management.
- Click Add NetSuite Users.
- Select the users you want to add and click Apply.
- For adding external users, Click Add External User. Enter the first name, last name, and email address of the user and click OK.
You need to specify a role for all users you add to the Analytics Warehouse account. To do so, select a role from the NSAW Role list. The following roles are available:
- NSAW Administrator – Lets you perform all administrator related activities, manage data components, and create data visualizations in the Analytics Warehouse.
- NSAW Author – Lets you manage data components and create data visualizations in the Analytics Warehouse.
- NSAW Viewer – Lets you view data components and visualizations in the Analytics Warehouse.
Setting Up the Data Transfer
To begin transferring data to the Analytics Warehouse, you need to select which functional areas to include. Data from your NetSuite account is grouped into predefined functional areas.
- Go to Setup > Integration > NetSuite Analytics Warehouse > Configuration.
- Click NSAW Data Transfer Setup.
- Select the date from when you want your data transferred.
- Select the subsidiary.
- Select the functional areas to include in the transfer
- Data from the selected functional areas is refreshed automatically every 24 hours.
- The Last Transfer column displays the date and time of the first automatic data transfer, or the last manual data transfer.
- To work with the most recent data, click Transfer Data in the Transfer Data column to manually start a data transfer.
- You can transfer all the data of all your active functional areas by clicking Reset Functional Areas. This action queues all functional areas and transfers all data, not only the incremental data, to Oracle NetSuite Analytics Warehouse.