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NetSuite Analytics walkthrough

NetSuite Analytics offers real-time saved searches, reporting, Key Performance Indicators (KPIs), dashboards, and workbook features integrated into the NetSuite platform. These tools help you gain actionable insights and make data-driven decisions efficiently.

Connection

To connect to NetSuite Analytics, refer to the NetSuite Analytics topic.

Configuring a NetSuite Analytics river

Set up data source

The first step establishes the connection to your NetSuite environment.

  1. Selected Data Source: Confirm NetSuite Analytics is selected.
  2. Source Connection: Select your existing NetSuite credentials from the dropdown menu.
  3. Test Connection: Click Test Connection. A successful test ensures that the credentials and network permissions are correctly configured.

Select data target

Define where the extracted NetSuite data will be stored.

  1. Selected Data Target: Select your destination. For example, Snowflake, BigQuery, or S3.
  2. Target Connection: Choose the credentials for your target environment and perform a Test Connection.
  3. Data Loading Settings:
    • Database: Select the target database where the data will reside.
    • Schema: Choose the specific schema within that database.
  4. Advanced Settings: (Optional) Configure environment-specific parameters such as staging areas or warehouse selection.

Configure schema

This step defines the data logic. By default, the river opens in Multi Tables mode (Standard Extraction).

Multi Tables Mode

Manage multiple entities within a single grid.

ColumnDescription
TableThe source table name. Click the name to open Individual Table Customization.
Target TableThe destination table name.
Extract MethodAll (Full refresh) or Incremental (Delta load).
Incremental FieldThe column used for tracking (e.g., id, lastmodifieddate).
Incremental TypeDefine logic as Timestamp or Running Number.
Start / End ValueThe data range for the extraction.
Loading ModeGlobal loading strategy (e.g., Upsert Merge, Overwrite).

Schema tools

This step includes tools for handling metadata changes and performing mass-updates across multiple entities.

Tables Definitions

The Tables Definitions window sets global rules for the entire River:

  • Auto Detect New Fields: Automatically identifies and includes new NetSuite columns before each run.
  • Table Prefix: Appends a custom string, for example, raw_ to all target table names.
  • Default Loading Mode: Sets the fallback strategy (Upsert Merge, Overwrite, or Append Only).
  • Logical Key Duplication: Filters out duplicate records from the source pull before writing to the target.

Bulk Actions

Using the Bulk Actions you can update multiple tables at once:

  • Select Tables: Choose tables manually, by conditions, by schema, or select all.
  • Bulk Actions: Select the setting to modify, for example, changing the Extract Method for all selected tables.
  • Summary and Confirmation: Review and apply the changes.

Reload Table Metadata

Click the Reload Table Metadata to immediately refresh the NetSuite connection and pull the latest schema structure into your mapping grid.

Table customization

Clicking a Table Name in the Schema opens a detailed configuration panel with three tabs:

Mapping

  • The Mapping tab allows you to control exactly which fields are sent to your target.
    • Column selection: Use the checkboxes on the left to select or deselect columns.
      warning

      Column limit: NetSuite enforces a strict limit of 1,000 columns per query. If your table is wide, use these checkboxes to deselect unnecessary fields to ensure the extraction doesn't fail or omit data.

    • Search & Filter: Use the search bar to quickly find specific fields.
    • Reload Metadata: If you’ve added new fields in NetSuite recently, click Reload Metadata to refresh the list without closing the window.
    • Add Calculated Column: Create new logic-based columns that does not exist in the source.

Table Source Settings You can define how the data is filtered and extracted from NetSuite.

  • Filters: This is where you enter your NetSuite SQL syntax to slice your data.
  • Strings/Dates: Use single quotes. For example, active'.
  • Numbers: No quotes. For example, 101.
Example: lastmodifieddate >= '2024-01-01 00:00:00' AND isprimarysub = 'T'

Table Target Settings

This tab provides granular control over how this specific table behaves at the destination.

  • Target Table Name: Override the default name for this specific table in your database.
  • Specific Loading Logic: If this table requires a different loading mode, for example, Append instead of Upsert than the rest of the River, you can set it here.

Schedule and settings

The final step defines the execution frequency.

  1. Scheduling: Set the River to run on a specific interval (Hourly, Daily, Weekly) or via a Cron expression.
  2. Notifications: Configure alerts for River success, failure, or delay.
  3. River Settings: Define retry logic and timeout durations.

Deleted record report

To maintain data integrity, the Deleted Record report tracks entities removed from NetSuite. It captures the Deletion Date, User, and Record Type, allowing your target destination to stay synchronized with the source.

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