SuiteAnalytics Connect (ODBC/BI) in NetSuite

📝 What Is SuiteAnalytics Connect?

SuiteAnalytics Connect is an add-on service that allows you to access NetSuite data outside of NetSuite using industry-standard connectors like ODBC, JDBC, and ADO.NET.

With Connect, you can query NetSuite data directly in:

• Excel (ODBC connection)
• Power BI, Tableau, Qlik (BI tools)
• Custom applications using JDBC or ADO.NET

👉 It’s the bridge between NetSuite and external analytics platforms.

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🔧 Key Features

• Direct SQL Access → Query NetSuite data with SQL commands.
• ODBC/JDBC Drivers → Industry-standard connections to reporting tools.
• Data Warehousing → Pull NetSuite data into external databases.
• Read-Only Access → Safe for analytics (doesn’t modify data).
• Cross-System Analysis → Blend NetSuite data with Salesforce, Shopify, etc.

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⚙️ How to Set Up SuiteAnalytics Connect

1. Enable the Feature
   • Go to Setup > Company > Enable Features > Analytics.
   • Check SuiteAnalytics Connect.
2. Get Your Credentials
   • NetSuite provides a Connect Service login separate from your UI login.
   • You’ll need:
     • Account ID
     • Username & Password (or Token-based Auth)
     • Role with Connect access
3. Install the Driver
   • Download ODBC/JDBC/ADO.NET driver from Oracle Help Center.
   • Install on your local machine or BI server.
4. Create the Connection
   • In Excel: Use ODBC Data Source → Add new connection → Select NetSuite driver → Enter credentials.
   • In Power BI: Use ODBC connection → Select NetSuite DSN.
   • In Tableau: Choose Other Databases (ODBC) → Select NetSuite DSN.
5. Run SQL Queries
   • Example query to pull customer balances: SELECT companyname, balance, datecreated FROM customer WHERE balance > 1000 ORDER BY balance DESC;

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✅ Example Use Cases

• Finance Team: Connect P&L data to Power BI for executive dashboards.
• Sales Team: Blend Salesforce pipeline data with NetSuite closed sales.
• Operations: Track inventory across NetSuite + external warehouse system.
• Executives: View Tableau dashboards combining NetSuite + Google Analytics.

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🔗 Licensing Notes

• SuiteAnalytics Connect is a paid add-on — not included by default.
• Often bundled with Advanced Analytics or Planning tools.
• Check with your NetSuite account manager for pricing.

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💡 Pro Tips & Best Practices

• Use read-only roles for Connect access to keep data secure.
• Schedule data extracts to a warehouse if you need large datasets.
• Use filters in SQL to avoid pulling unnecessary records.
• Document queries so other team members can reuse them.
• Be aware of NetSuite schema updates when upgrading releases.

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📌 Key Takeaways

• SuiteAnalytics Connect provides external access to NetSuite data.
• Works with Excel, Power BI, Tableau, and other BI tools.
• Best for companies needing advanced analytics or cross-platform reporting.
• Requires an additional license, but unlocks enterprise-level insights.

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👉 Next Page: Real-World Reporting Examples