Extend Data with Custom Data Configurations

As a functional administrator, you can use the available custom data configurations to extend your data for detailed and varied analytics.

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About Extending Data with Custom Data Configurations

Custom data configurations are prebuilt templates that enable you to create custom functional areas with the data that you bring into the Autonomous Data Warehouse. You later use these custom functional areas to augment the data from the source or enrich the data available in the Autonomous Data Warehouse.

When you start using a custom data configuration for the first time and deploy it, Oracle NetSuite Analytics Warehouse assigns the custom data configuration a version number. You can then edit the deployed version, make changes, and save it. This saved version then gets a new version number. While you’re changing the definition, the deployed version continues to fetch new data. An example of the currently available custom data configuration is Netsuite Account Analysis.

About Extending Data with Netsuite Account Analysis

NetSuite Account Analysis is a custom data configuration that enables you to build custom content by choosing data across 42 transaction types.

It also supports posting custom transactions, custom attribute mapper based custom attributes, and prebuilt subject areas. This feature supports granularity at the transaction line level. Once custom data configuration is deployed, the created content manifests in the form of a subject area. This feature eliminates the need for users to go to raw table and link them using SQL to build across transaction type content for those 42 transaction type.

After you enable the NetSuite Account Analysis custom data configuration, activate atleast one or all functional areas whose objects you want to select in this custom data configuration. After you select the applicable objects, save, and publish it to activate it, the system creates the NetSuite Account Analysis or Netsuite Account Analysis Insights subject areas or both. If you're an existing user of Netsuite Account Analysis, the system creates two subject areas, namely Netsuite Account Analysis and Netsuite Account Analysis Insights. If you're a new user, the system creates the Netsuite Account Analysis Insights subject area. You can then use the objects in the subject area to create account analysis related reports. Recommendation for the existing users is to start using the Netsuite Account Analysis Insights subject area because the Netsuite Account Analysis subject area is planned for deprecation in a future release.

While activating this custom data configuration, there can be multiple scenarios. Here's a list of the scenarios and this capability's behavior:
  • Functional areas activated prior to setting up the NetSuite Account Analysis custom data configuration - If you've activated a functional area before the Account Analysis subject area, this capability includes the transactions associated with that functional area in the NetSuite Account Analysis fact table without requiring any additional steps.
  • Additional functional areas activated after setting up the NetSuite Account Analysis custom data configuration -
    • If you've activated an additional functional area is after publishing the NetSuite Account Analysis custom data configuration, transactions associated with that functional area won't automatically appear in the Account Analysis fact table (DW_NS_AA_APP_ACCOUNT_ANALYSIS_F).
    • This scenario corresponds to the metadata change of NetSuite Account Analysis custom data configuration.
    • To ensure transactions from the newly activated functional area are available in the Netsuite Account Analysis and/or Netsuite Account Analysis Insights subject area, you must republish the NetSuite Account Analysis custom data configuration.
  • No functional area is activated - If you haven't activated at least one functional area, you can't create and publish the NetSuite Account Analysis custom data configuration.
You must republish the NetSuite Account Analysis custom data configuration if, initially, you activated few functional areas, created, and published the NetSuite Account Analysis custom data configuration and later, you activated few more functional areas. An example of this scenario is:
  • You activated Sales, and Purchase and Payables functional areas. After that you activated the NetSuite Account Analysis custom data configuration and then activated the Financials functional area.In this scenario, if you want to analyze data from the Financials functional area, then you must republish the NetSuite Account Analysis custom data configuration to refresh its metadata with the Financials functional area.

The NetSuite Account Analysis custom data configuration uses custom attributes from the Custom Attribute Mapper during the publishing process. If you unmap an existing custom attribute in the Custom Attribute Mapper that you used previously in the NetSuite Account Analysis custom data configuration, you must republish the revised custom data configuration.

When exporting the NetSuite Account Analysis custom data configuration as a bundle repository file and importing it into another system, its essential to ensure that the target instance has at least the same functional areas activated as the source instance. This step is crucial because the NetSuite Account Analysis custom data configuration depends on these activated areas. For example, you’ve activated the Sales and Purchase & Payables functional area, and then activated the NetSuite Account Analysis custom data configuration. Later you export the NetSuite Account Analysis custom data configuration as a bundle repository file. In this scenario, if you want to import the bundle repository file into a different instance, you must activate Sales and Purchase & Payables functional areas in the different instance; else the NetSuite Account Analysis custom data configuration fails.

Prerequisites for Setting up Netsuite Account Analysis

Ensure these prerequisites are met:

  • Prior to configuring the Netsuite Account Analysis template, ensure that you’ve activated at least one applicable functional area. However, the recommendation is to activate all the relevant functional areas to use the applicable functional area objects. See Activate a Data Pipeline for a Functional Area.
  • Ensure to assign the NAW_ACCOUNT_ANALYSIS_DUTY: NetSuite Analytics Warehouse Account Analysis Duty role to the applicable users to configure the Netsuite Account Analysis template and access the custom subject area that the system creates. If you're an existing user of Netsuite Account Analysis, the system creates two subject areas, namely Netsuite Account Analysis and Netsuite Account Analysis Insights. If you're a new user, the system creates the Netsuite Account Analysis Insights subject area. See Add Application Roles to a Group and Assign Groups to Users.
  • If you want to use the custom transactions and custom attributes while creating the account analysis subject area, then contact Oracle Support to have the custom transactions and custom attributes enabled in your instance.
  • If you want to use custom attributes in Netsuite account analysis, then ensure that the Custom Attribute Mapper (CAM) entities are published before any other action.

Enable Netsuite Account Analysis

Prior to configuring the Netsuite account analysis template to build the account analysis reports in Oracle NetSuite Analytics Warehouse, you must enable the NetSuite Account Analysis custom data configuration.

Note:

After you enable this capability and create the NetSuite Account Analysis custom data configuration, you must activate it.
  1. Sign in to your service as a functional administrator.
  2. In Oracle NetSuite Analytics Warehouse Console, click Enable Features, and then click Generally Available Features.
  3. Under the Generally Available Features tab, in Custom Data Configuration, select the toggle to enable Netsuite Account Analysis.

    Enable Netsuite Account Analysis custom data configuration on the Enable Features page.

Set up Netsuite Account Analysis

Set up the Netsuite Account Analysis custom data configuration to create the NetSuite Account Analysis or Netsuite Account Analysis Insights subject area or both and later build the account analysis reports in Oracle NetSuite Analytics Warehouse. After selecting and saving the applicable attributes for account analysis, you must publish the account analysis to activate it.

If you're an existing user of Netsuite Account Analysis, the system creates two subject areas, namely Netsuite Account Analysis and Netsuite Account Analysis Insights. If you're a new user, the system creates the Netsuite Account Analysis Insights subject area. Recommendation for the existing users is to start using the Netsuite Account Analysis Insights subject area because the Netsuite Account Analysis subject area is planned for deprecation in a future release.

NetSuite Account Analysis is built on top of existing transaction functional areas, hence, you must perform these prior to activating NetSuite Account Analysis:
  • Mandatorily activate the base functional areas (at least one).
  • Activate all the required base functional areas needed for performing account analysis-based reporting. Following is the list of base functional areas:
    • Sales
    • Purchases and Payables
    • Inventory
    • Manufacturing
    • Bank
    • Financials
    • Employee Expenses
    • Payroll
While configuring the custom account analysis subject area, ensure that you note the value in the Usage column for each of the available columns on the Netsuite Account Analysis page:
  • Certain columns are mandatory for the account analysis report, hence these columns are selected by default and you can't deselect them.
  • Certain columns are recommended and selected by default but you can deselect them based on your requirements for the account analysis reports.
  • Certain columns are optional and you can select them based on your requirements for the account analysis reports.
  • Certain columns are custom attributes and custom transactions-related. They're available for selection if you've completed the prerequisite task. See Prerequisites for Setting up Netsuite Account Analysis. After completing the prerequisite task, you must select the Include custom transaction applicable for Account Analysis check box to have the columns from custom transactions available for selection.

After creating and publishing the custom account analysis subject area, you can create the account analysis reports based on your business requirements. If you change any of the underlying objects specific to the prebuilt base functional areas listed previously or the Custom Attribute Mapper (CAM) extension, you must republish the NetSuite Account Analysis custom data configuration.

  1. Sign in to your service as a functional administrator.
  2. In Oracle NetSuite Analytics Warehouse Console, click Data Configuration, and then on the Data Configuration page, click Custom Data Configurations.
  3. On the Custom Data Configurations page, click Create and then select Netsuite Account Analysis.
  4. On the Netsuite Account Analysis page, select the data elements that you want to include in the custom account analysis template, and then click Save and Exit.
  5. On the Custom Data Configurations page, click Actions for the Netsuite Account Analysis that you created, and then click Publish to deploy the Netsuite Account Analysis for the selected attributes.
After you've successfully deployed the Netsuite Account Analysis custom data configuration but you need to update it, then perform the applicable actions by clicking Actions for the Netsuite Account Analysis that you deployed:
  • Edit
  • Deactivate
  • Refresh Data
  • Reload Data
  • Undeploy
  • Delete