NetSuite Analytics Walkthrough
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NetSuite Analytics Walkthrough

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This provides a general description of NetSuite Analytics and its capabilities.

Introduction

NetSuite Analytics provides real-time Saved Searches, Reporting, Key Performance Indicators (KPIs) Dashboard and Workbook features that are built into the NetSuite solution.


Connection

To connect to NetSuite Analytics, follow our step-by-step tutorial.


Configuring a Netsuite Analytics River

There are two types of River modes in Netsuite Analytics:

  • Multi-Tables
  • Single Table

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Multi-Table Mode

Load multiple tables (entities) simultaneously from Netsuite to your Target.

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Auto-Detect New Fields in Each Run

Rivery updates the extracted tables metadata before each run execution by default. When the data is pulled by the River, new fields are automatically added.

Disabling this option causes the river to run with the saved metadata rather than updating it before executing the data. You can manually track metadata updates by clicking the Reload Metadata button in the mapping tab and then saving the river.

Note:
When new fields are added to the column mapping, the existing target names/data types for mappings are preserved.

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Mapping

In the Mapping window, choose which tables to load.
To edit individual table settings, click the 'Edit' button on the right.

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Table Settings in a Multi-Table Mode

In the 'Table Settings' tab, you can change the following:

  • Change the Extraction Method.
  • Change the Loading Mode.
  • Filter by AND and OR operators, which will be used in a script to fetch the desired data from the table.

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Filter

Note:
If you decide to use the filters in Netsuite, it is critical that you stick to the syntax that Netsuite supports.

You can combine multiple filters by using the AND and OR operators.
String and date values should be surrounded by quotation marks ('). Numeric values should not be quoted.

Example:

(country ='United States' or curreny_id=482) and date_last_modified='2021-07-04- 08:00:00'



Single Table Mode

Choose a single table (entity) or a custom query to load into a single Target.

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Entity

Click on Entity to bring up all of the available tables for that connection and select the one you want.


Extraction Method

There are two methods available, choose one:

  • All - Extracts all of the data in the table, which is best suited for smaller tables.
  • Incremental - Recommended for larger tables and more frequent runs.

Incremental:

There are two fields in Incremental Type:

  • Timestamp
  • Running number

Timestamp

  • Choose a start and end date, as well as a timestamp.

Note:
The river will retrieve data until the end date, but not including it, unless the 'Include End Value' is checked.

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  • Interval Chunks Size (Optional):

    A setting that allows you to divide the data into intervals, which is useful when dealing with large amounts of data.
    The interval size will divide the data calls by the size you specify.
    For Example:
    A Daily chunk with an interval size of 3 will divide the date range into three requests of three days each.

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Running Number

  • Select a start and end date.

Note:

  • The river will retrieve data until the end date, but not including it, unless the 'Include End Value' is checked.
  • Suitable for INT datatype fields.

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Filter

Insert a filter to slice the returned data based on the conditions of the fields.

  • Combine multiple filters using the operators: AND / OR / BETWEEN
  • String and date values should be surrounded by quotation marks (') .
    • Numeric values should not be quoted.
      For Example:
    (country ='United States' or curreny_id=482) and date_last_modified='2021-07-   04- 08:00:00'
    


Mapping Attributes

To get the source mapping for your table, click the 'Auto Mapping' button.
You can remove multiple fields by marking the 'V' button and deleting them by clicking the "trash can" icon.
By clicking the "x" button for the specific field, you can delete a single field.

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Custom Query

You can use any custom query as long as it adheres to Netsuite's syntax.
Here's an example:

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SELECT * FROM (SELECT f.currency,f.custrecord_glm_include,f.lastmodifieddate,f.legalname,f.location,f.parent,f.reconcilewithmatching,f.restricttoaccountingbook,f.revalue,f.sspecacct,f.subsidiary FROM account as f WHERE f.lastmodifieddate >= {ts'2021-12-27 19:46:02'} AND f.lastmodifieddate < {ts'2022-03-15 19:49:27'}) WHERE custrecord_glm_include='F'

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