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.