1 Get Started with Oracle NetSuite Analytics Warehouse

Let’s explore Oracle NetSuite Analytics Warehouse and what you need to know to get started.

About Oracle NetSuite Analytics Warehouse

Oracle NetSuite Analytics Warehouse enables you to analyze your NetSuite data and generate visualizations and reports.

This service is based on the real-world notions of KPIs, cards, and decks, and provides a collaborative experience optimized for executives and decision-makers. Business analysts can extend Oracle NetSuite Analytics Warehouse using the intuitive KPI editor and other Oracle Analytics Cloud features to author new visualizations, reports, and dashboards. These analytics, whether new or ready-to-use, work alongside KPIs, cards, and decks for a comprehensive data analysis experience.

This packaged service includes Oracle Analytics Cloud and is powered by Oracle Autonomous Data Warehouse. The service extracts and loads data from your Oracle NetSuite instance into an instance of Oracle Autonomous Data Warehouse. You can then use Oracle Analytics Cloud to customize existing dashboards and create dashboards. You can augment your NetSuite data with data from the custom transaction objects and make the custom data available for reporting.

Oracle NetSuite Analytics Warehouse consists of a data pipeline, data warehouse, semantic model, and best-practice content such as ready-to-use KPIs, dashboards, and reports. Oracle manages the service starting with deployment through performance monitoring, upgrades, and maintenance for the ready-to-use content.

Oracle NetSuite Analytics Warehouse supports several non-English languages, and certain elements such as the user interface and auto-generated text are displayed in those languages.

You can extend your Oracle NetSuite Analytics Warehouse subscription by buying additional user packs. Each user pack contains licenses for five users. User packs available for these license tiers are:
  • Standard tier: seven user packs
  • Premium tier: nine user packs
  • Enterprise tier: No limit on user packs

For example, if you have a Standard Oracle NetSuite Analytics Warehouse license, you can only buy up to seven user packs. If you require nine user packs, then you must upgrade to the Premium license tier.

Region Availability

Oracle NetSuite Analytics Warehouse is available in the following regions currently:

Region Location Region Name Region Key
Ashburn, VA us-ashburn-1 IAD
Frankfurt, Germany eu-frankfurt-1 FRA
London, United Kingdom uk-london-1 LHR
Phoenix, AZ us-phoenix-1 PHX
Sydney, Australia ap-sydney-1 SYD
Tokyo, Japan ap-tokyo-1 NRT

Language Support

Oracle NetSuite Analytics Warehouse is supports the following non-English languages:

  • Arabic
  • Chinese Simplified
  • Chinese Traditional
  • Dutch
  • French Canadian
  • French European
  • German
  • Italian
  • Japanese
  • Portuguese Brazilian
  • Spanish

About the Autonomous Data Warehouse Tools

If you want to use the tools available in Autonomous Data Warehouse associated with your Oracle NetSuite Analytics Warehouse instance, then note the following:

  • If you’re an Oracle NetSuite Analytics Warehouse (Standard and Premium) customer, then the Database tools option for only "Data Transforms" is enabled.
  • If you’re an Oracle NetSuite Analytics Warehouse (Enterprise) customer, then the Database tools option for only Oracle REST Data Services (ORDS), Oracle Application Express (APEX), Data Transforms, and Oracle Machine Learning is enabled.
  • If you wish to use the Database tools that are enabled, then follow this process:
    • Download the wallet and open the README file. See About Autonomous Data Warehouse Wallet and Administrator Credentials.
    • In the README file, copy any url for the Database tools listed in the Autonomous Database Tools and Resources section till .com and then append the url after .com for Data Transforms with odi/oracle-data-transforms/ and for Oracle REST Data Services (ORDS) with /ords/. You can use the URLs for Oracle Application Express and Oracle Machine Learning that are available in the README file.

Enable Single Sign-On

Set up the single sign-on authentication to enable users to access their Netsuite account through Oracle NetSuite Analytics Warehouse.

When you enable single sign-on in Oracle NetSuite Analytics Warehouse, you allow single sign-on access to NetSuite using authentication from a third-party identity provider. Users who have signed in to Oracle NetSuite Analytics Warehouse can directly go to NetSuite. They don't need to log in separately to NetSuite, because authentication from the same identity provider is used for login to both Oracle NetSuite Analytics Warehouse and NetSuite. To complete the single sign-on integration with a third party identity provider such as OKTA, Google, or Azure, you must refer to the applicable third party identity provider's documentation on how to obtain the required values.

Ensure that you've configured SAML or OIDC single sign-on in NetSuite based on your buisiness usage. See Using Single Sign-On with NetSuite Analytics Warehouse.
  1. In Oracle NetSuite Analytics Warehouse, open the Navigator menu, click Console, and then click Authentication.
  2. On the Authentication page, select Enable SSO.
  3. Under Authentication System Settings, in Assertion Consumer URL, enter the URL to direct your identity provider to send its SAML Response after authenticating a user.
  4. In Entity ID, enter the name of your application in the identity provider.
  5. In NamedID Format, ensure Email Address is selected and in NamedID Value, ensure that Primary Email is selected by default.
  6. Expand Advanced Settings, select Enable Single Logout, and provide appropriate values in Logout Binding, Single Logout URL, and Logout Response URL to configure the logout behavior.

Preview Features

Oracle NetSuite Analytics Warehouse offers certain functionality as preview features for you to try. Preview features are high-confidence features that are complete from design, specification, and implementation perspective. These features have a roadmap commitment but may change before they become generally available.

You can evaluate the Preview features for production use as-is based on your specific requirements. If you've questions on the feasibility of deploying a specific Preview feature for production use in your instance, contact Oracle Support.

Preview features are disabled by default but administrators can enable them for use. See Make Preview Features Available.

Connectors

See Third Party Data Connectors

Functional Areas
Feature Description
Order to cash This feature provides you the ability to perform cross-transactional analyses with the Order to Cash (O2C) flow. After enabling this functional area, ensure you create a data pipeline and activate it. See Create a Data Pipeline for a Functional Area.
Procure to pay This feature provides you with the ability to perform cross-transactional analyses with the Procure to Pay (P2P) flow. After enabling this functional area, ensure you create a data pipeline and activate it.
Pipeline Features
Feature Description
Data Refresh Estimate

This feature enables prediction of completion time for data refresh. You can see the predicted time under Data Pipeline in the Pipeline Parameters section on the Pipeline Settings page.

See About Data Refresh Performance.

  • On – Display the Estimated Refresh Completion detail under Data Pipeline in the Pipeline Parameters section on the Pipeline Settings page.
  • Off – Hide the Estimated Refresh Completion detail under Data Pipeline in the Pipeline Parameters section on the Pipeline Settings page.

Default: Off

Restart Required: No

Frequent Refresh Tables

This feature enables custom warehouse tables for frequent data refresh.

See Schedule Frequent Refreshes of Warehouse Tables (Preview).

  • On – Display the Frequent Refresh Tables tab on the Pipeline Settings page.
  • Off – Hide the Frequent Refresh Tables tab on the Pipeline Settings page.

Default: Off

Restart Required: No

Functional Area Schedule Override

This feature enables you to override the schedules for data pipelines by specifying a different refresh schedule.

See Override Data Pipeline Schedules for Functional Areas (Preview).

  • On – Display the Functional Area Schedule Override tab on the Pipeline Settings page.
  • Off – Hide the Functional Area Schedule Override tab on the Pipeline Settings page.

Default: Off

Restart Required: No

Prioritized Data Refresh

This feature enables you to configure the warehouse tables for prioritized refresh ahead of other data in the regularly scheduled daily refresh cycles.

See Prioritize Datasets for Incremental Refresh (Preview).

  • On – Display the Prioritized Data Refresh tab on the Pipeline Settings page.
  • Off – Hide the Prioritized Data Refresh tab on the Pipeline Settings page.

Default: Off

Restart Required: No

Make Preview Features Available

As a functional administrator, you can enable the functionality available as a preview feature to try it out.

Preview features allow your organization to explore and try new features before they roll out by default. See Preview Features.

The preview features aren't available by default, but administrators can turn individual preview features on or off at any time. Administrators can find the latest preview features in the Enable Features tile on the Console and switch them on for others to use.

  1. Sign in to your service.
  2. In Oracle NetSuite Analytics Warehouse Console, click Enable Features under Application Administration.

    Enable Features tile on the Console

  3. On the Enable Features page, under the Preview Features tab, expand the categories such as Functional Areas and select the features that you want to make available for your organization.
  4. Navigate to the location of the preview feature you want to use. For example, if you’ve enabled AWS S3 in the Connectors category, then navigate to the Create Connections dialog from the Manage Connections page to use this feature.

Generally Available Features

Oracle NetSuite Analytics Warehouse offers certain functionality as generally available that you must enable using the Console. Generally available features are publicly available features that you can use for production workloads.

Generally available features are disabled by default but the administrators can make these features available for use; see Enable Generally Available Features.

Pipeline Features
Feature Description
Frequent Refresh

This feature provides an ability to configure the Frequent Data Refresh process. Ensure to configure the frequent data refresh on the Pipeline Settings page by selecting the frequency and functional areas. This feature enables certain pipeline refresh schedules to be set to a frequency of 4 hours or more.

See Schedule Frequent Refreshes of Data.

  • On – Display the Frequent Refresh option on the Pipeline Settings page.
  • Off – Hide the Frequent Refresh option on the Pipeline Settings page.

Default: Off

Restart Required: No

Scheduled Full Data Reload

For select functional areas, an administrator can schedule a full refresh on a weekly, monthly, or quarterly basis. This feature requires incremental data refresh to be scheduled for a daily frequency.

See Schedule Periodic Full Reload of Functional Area Data.

  • On – Display the Scheduled Full Data Reload on the Pipeline Settings page.
  • Off – Hide the Scheduled Full Data Reload on the Pipeline Settings page.

Default: Off

Restart Required: No

Reset and Reload the Data Source

This feature enables reset and reload of a data source. You can reset and reload data for all the activated functional areas, augmentations, and custom data configurations.

See Reset and Reload the Data Source.

  • On – Display the Data Source Reset and Reload detail under Data Pipeline in the Pipeline Parameters section on the Pipeline Settings page.
  • Off – Hide the Data Source Reset and Reload detail under Data Pipeline in the Pipeline Parameters section on the Pipeline Settings page.

Default: Off

Restart Required: No

Reset Data Warehouse

This feature enables the option to reset the data warehouse (hard reset) and delete all data. The action is irreversible. During the data warehouse reset, all the activated functional areas are moved to “Saved” state and you must reactivate them.

See Reset the Data Warehouse.

  • On – Display the Reset Data Warehouse action on the Pipeline Settings page.
  • Off – Hide the Reset Data Warehouse action on the Pipeline Settings page.

Default: Off

Restart Required: No

SME Options for Data Augmentation

This feature enables the semantic modeling options of Dimension, Extend Entity, and Fact in the Data Augmentation wizard. Augmentations that are configured as dimensions, custom fact, or extend entity won't be available for semantic model extensions.

See Augment Your Data.

  • On – Display the Create Dimension, Create Fact, and Extend Entity in the Augumentation Type list of values in the Data Augmentation wizard.
  • Off – Hide the Create Dimension, Create Fact, and Extend Entity in the Augumentation Type list of values in the Data Augmentation wizard.

Default: Off

Restart Required: No

Enable Generally Available Features

As a functional administrator, you can enable the functionality that's generally available but needs you to enable it to use the specific functionality.

The generally available features aren't available by default, but administrators can turn individual features on or off at any time. Administrators can find the latest generally available features in the Enable Features tile on the Console and switch them on for others to use.

To find out about features that are generally available currently, see Generally Available Features.

  1. Sign in to your service.
  2. In Oracle NetSuite Analytics Warehouse Console, click Enable Features under Application Administration.

    Enable Features tile on the Console

  3. On the Enable Features page, under the Generally Available Features tab, expand the categories such as Pipeline Features and select the features that you want to make available for your organization.
  4. Navigate to the location of the feature you want to use. For example, if you’ve enabled Frequent Refresh in the Pipeline Features category, then navigate to the Pipeline Settings page and click Frequent Data Refresh Schedule to use this feature.

Third Party Data Connectors

Oracle NetSuite Analytics Warehouse enables you to connect to a variety of data sources and remote applications to provide the background information for reports. Certain data connectors are available as preview features while some are available by default.

Data Connectors Available as Preview Features
Feature Description
AWS S3

This feature enables an administrator to connect to data in Amazon Simple Storage Service (AWS S3).

See Load Data from Amazon Simple Storage Service into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the AWS S3 option in the Create Connection dialog.
  • Off – Hide the AWS S3 option in the Create Connection dialog.

Default: Off

Restart Required: No

Azure SQL

This feature enables connecting to an Azure SQL instance to create augmentations using data from that instance.

See Load Data from Azure SQL into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the Azure SQL option in the Create Connection dialog.
  • Off – Hide the Azure SQL option in the Create Connection dialog.

Default: Off

Restart Required: No

Azure Storage

This feature enables connecting to an Azure Storage instance to create augmentations using data from that instance.

See Load Data from Azure Storage into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the Azure Storage option in the Create Connection dialog.
  • Off – Hide the Azure Storage option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle Autonomous Database

This feature enables an administrator to connect to custom data in Oracle Autonomous Database. You can create up to five connections to different Oracle Autonomous Database instances and they are denoted as Oracle Autonomous Database 1, Oracle Autonomous Database 2, Oracle Autonomous Database 3, Oracle Autonomous Database 4, and Oracle Autonomous Database 5.

See Load Data from Oracle Autonomous Database into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle Autonomous Database option such as Oracle Autonomous Database 1 in the Create Connection dialog.
  • Off – Hide the Oracle Autonomous Database option such as Oracle Autonomous Database 1 in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle BI Publisher

This feature enables connecting to an Oracle Analytics Publisher instance to create augmentations using data from that instance.

See Load Data from Oracle Analytics Publisher into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle BI Publisher option in the Create Connection dialog.
  • Off – Hide the Oracle BI Publisher option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle E-Business Suite On-Prem

This feature enables configuring a remote agent, loading data from on-premises Oracle eBusiness Suite (EBS), and building a complete managed data pipeline with that data.

See Load Data from On-premises E-Business Suite into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle E-Business Suite On-Prem option in the Create Connection dialog.
  • Off – Hide the Oracle E-Business Suite On-Prem option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle Eloqua

This feature enables connecting to an Oracle Eloqua instance to bring business-relevant marketing and sales campaign data to build a managed data pipeline with data from that instance.

See Connect with Your Oracle Eloqua Data Source (Preview).

  • On – Display the Oracle Eloqua option in the Create Connection dialog.
  • Off – Hide the Oracle Eloqua option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle Enterprise Data Management Cloud

This feature enables connecting to Oracle Enterprise Data Management Cloud service instance to build a managed data pipeline with data from that instance.

See Load Data from Enterprise Data Management Cloud into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle Enterprise Data Management Cloud option in the Create Connection dialog.
  • Off – Hide the Oracle Enterprise Data Management Cloud option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle EPM - Enterprise Data Management

This feature enables connecting to an Oracle EPM instance and building a complete managed data pipeline with that data.

See Load Data from Enterprise Performance Management into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle EPM - Enterprise Data Management option in the Create Connection dialog.
  • Off – Hide the Oracle EPM - Enterprise Data Management option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle EPM - Financial Close and Consolidation

This feature enables connecting to Oracle EPM instance and building a complete managed data pipeline with that data.

See Load Data from Enterprise Performance Management into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle EPM - Financial Close and Consolidation option in the Create Connection dialog.
  • Off – Hide the Oracle EPM - Financial Close and Consolidation option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle EPM - Planning and Budgeting

This feature enables connecting to Oracle EPM instance and building a complete managed data pipeline with that data.

See Load Data from Enterprise Performance Management into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle EPM - Planning and Budgeting option in the Create Connection dialog.
  • Off – Hide the Oracle EPM - Planning and Budgeting option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle EPM - Profitability and Cost Management

This feature enables connecting to Oracle EPM instance and building a complete managed data pipeline with that data.

See Load Data from Enterprise Performance Management into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle EPM - Profitability and Cost Management option in the Create Connection dialog.
  • Off – Hide the Oracle EPM - Profitability and Cost Management option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle JD Edwards On-Prem

This feature enables connecting to the various data sources in the on-premises JD Edwards instance and building a complete managed data pipeline with that data.

See Load Data from On-premises JD Edwards into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle JD Edwards On-Prem option in the Create Connection dialog.
  • Off – Hide the Oracle JD Edwards On-Prem option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle JDBC

This feature enables the remote agent-managed connectivity to an Oracle database using JDBC. You can create upto five connections and they are denoted as Oracle JDBC 1, Oracle JDBC 2, Oracle JDBC 3, Oracle JDBC 4, and Oracle JDBC 5.

See Load Data from Oracle Database Using JDBC into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle JDBC option such as Oracle JDBC 1 in the Create Connection dialog.
  • Off – Hide the Oracle JDBC option such as Oracle JDBC 1 in the Create Connection dialog.

Default: Off

Restart Required: No

MongoDB

This feature enables connecting to a MongoDB instance to build a managed data pipeline with data from that instance.

See Load Data from Mongo Database into NetSuite Analytics Warehouse (Preview).

  • On – Display the MongoDB option in the Create Connection dialog.
  • Off – Hide the MongoDB option in the Create Connection dialog.

Default: Off

Restart Required: No

MySQL Cloud

This feature enables connecting to a MySQL Cloud instance to build data augmentation with data from that instance.

See Load Data from MySQL Cloud Database into NetSuite Analytics Warehouse (Preview).

  • On – Display the MySQL Cloud option in the Create Connection dialog.
  • Off – Hide the MySQL Cloud option in the Create Connection dialog.

Default: Off

Restart Required: No

MySQL On-Prem

This feature enables connecting to a MySQL on-premises instance to build data augmentation with data from that instance.

See Load Data from On-premises MySQL Database into NetSuite Analytics Warehouse (Preview).

  • On – Display the MySQL On-Prem option in the Create Connection dialog.
  • Off – Hide the MySQL On-Prem option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle PeopleSoft On-Prem - Campus Solutions

This feature enables connecting to the various data sources in the on-premises PeopleSoft instance and building a complete managed data pipeline with that data.

See Load Data from On-premises PeopleSoft into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle PeopleSoft On-Prem - Campus Solutions option in the Create Connection dialog.
  • Off – Hide the Oracle PeopleSoft On-Prem - Campus Solutions option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle PeopleSoft On-Prem - Financials

This feature enables connecting to the various data sources in the on-premises PeopleSoft instance and building a complete managed data pipeline with that data.

See Load Data from On-premises PeopleSoft into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle PeopleSoft On-Prem - Financials option in the Create Connection dialog.
  • Off – Hide the Oracle PeopleSoft On-Prem - Financials option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle PeopleSoft On-Prem - Human Resources

This feature enables connecting to the various data sources in the on-premises PeopleSoft instance and building a complete managed data pipeline with that data.

See Load Data from On-premises PeopleSoft into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle PeopleSoft On-Prem - Human Resources option in the Create Connection dialog.
  • Off – Hide the Oracle PeopleSoft On-Prem - Human Resources option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle PeopleSoft On-Prem - Learning Management

This feature enables connecting to the various data sources in the on-premises PeopleSoft instance and building a complete managed data pipeline with that data.

See Load Data from On-premises PeopleSoft into NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle PeopleSoft On-Prem - Learning Management option in the Create Connection dialog.
  • Off – Hide the Oracle PeopleSoft On-Prem - Learning Management option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle Transportation Management

This feature enables connecting to an Oracle Transportation Management Cloud Service instance and creating augmentations using that data.

See Load Data from Oracle Transportation Management Cloud Service into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle Transportation Management option in the Create Connection dialog.
  • Off – Hide the Oracle Transportation Management option in the Create Connection dialog.

Default: Off

Restart Required: No

QuickBooks Online

This feature enables connecting to a QuickBooks Online instance to create augmentations using data from that instance.

See Load Data from QuickBooks Online into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the QuickBooks Online option in the Create Connection dialog.
  • Off – Hide the QuickBooks Online option in the Create Connection dialog.

Default: Off

Restart Required: No

Remote Agent

Remote Agent application helps bring data from the on-premises applications like E-Business Suite and JD Edwards into Oracle NetSuite Analytics Warehouse.

See Set up the Remote Agent to Load Data into NetSuite Analytics Warehouse (Preview).

  • On – Display the Remote Agent option in the Create Connection dialog.
  • Off – Hide the Remote Agent option in the Create Connection dialog.

Default: Off

Restart Required: No

SFTP

This feature enables connecting to a Secure FTP source and building a complete managed data pipeline with that data.

See Load Data from a Secure FTP Source into NetSuite Analytics Warehouse (Preview).

  • On – Display the SFTP option in the Create Connection dialog.
  • Off – Hide the SFTP option in the Create Connection dialog.

Default: Off

Restart Required: No

Shopify

This feature enables connecting to a Shopify instance and building a complete managed data pipeline with that data.

See Load Data from Shopify into NetSuite Analytics Warehouse (Preview).

  • On – Display the Shopify option in the Create Connection dialog.
  • Off – Hide the Shopify option in the Create Connection dialog.

Default: Off

Restart Required: No

Snowflake

This feature enables connecting to a Snowflake instance and creating augmentations using that data.

See Load Data from Snowflake into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the Snowflake option in the Create Connection dialog.
  • Off – Hide the Snowflake option in the Create Connection dialog.

Default: Off

Restart Required: No

SQL Server This feature enables connecting to the SQL Server instance to create augmentations using data from that instance.

See Load Data from SQL Server into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the SQL Server option in the Create Connection dialog.
  • Off – Hide the SQL Server option in the Create Connection dialog.

Default: Off

Restart Required: No

Taleo

This feature enables connecting to a Taleo instance and creating augmentations using that data.

See Load Data from Taleo into NetSuite Analytics Warehouse (Preview).

  • On – Display the Taleo option in the Create Connection dialog.
  • Off – Hide the Taleo option in the Create Connection dialog.

Default: Off

Restart Required: No

Oracle Warehouse Management Cloud

This feature enables connection to Oracle Warehouse Management System (WMS) to bring business relevant WMS data and build data augmentations for Logistics use cases.

See Load Data from Oracle Warehouse Management Cloud into Oracle NetSuite Analytics Warehouse (Preview).

  • On – Display the Oracle Warehouse Management Cloud option in the Create Connection dialog.
  • Off – Hide the Oracle Warehouse Management Cloud option in the Create Connection dialog.
Data Connectors Available By Default
Feature Description
Google Analytics

This feature enables connecting to a Google Analytics instance and building a complete managed data pipeline with that data.

See Load Data from Google Analytics into NetSuite Analytics Warehouse.

Oracle Object Storage Service

This managed pipeline connects to Oracle Object Storage to ingest datasets into Oracle NetSuite Analytics Warehouse followed by data augmentation.

See Load Data from Oracle Object Storage into NetSuite Analytics Warehouse.

Salesforce REST

This feature enables an administrator to connect to a Salesforce SaaS source and build a complete managed data pipeline with that data.

See Load Data from Salesforce into NetSuite Analytics Warehouse.

Configure Advanced Options

You can set several advanced options using the Console.

About Advanced Configuration

Administrators can set more advanced, service-level options through the Systems Settings page.

Performance and Compatibility Options

You use these options to configure performance and compatibility settings between Oracle BI Enterprise Edition and Oracle Analytics.

System Setting More Information
Query Limit Extension

Determines whether the query limit can extend to 60 minutes to accommodate the occasional, longer running query.

  • On — The query limit can be extended to 60 minutes.

  • Off — The Maximum Query Limit setting on this page is used and never extends.

Default: Off

Edition: Professional and Enterprise

Mobile Data Watch Service Frequency

Specifies the frequency at which the Data Watch service must scan the server for changes based on the frequency of changes in your data sources.

The default is 240 (4 hours). You can disable this service by changing this setting frequency to 0 or by toggling the Mobile Watch Service Enabled setting to off.

Valid Values: 0-10139

Default: 240

Edition: Professional and Enterprise

Strong Datetime Type Checking

Specifies whether to enforce strict checking for date and time data types and whether to reject queries that contain incompatibilities in date and time data types.

  • On — Enforces strict checking for date and time data types.

  • Off — Relaxes strict checking for date and time data types. However, invalid queries or queries with severe date and time incompatibilities may still be still rejected. For example, date and time incompatibilities might be rejected if your relational database uses strict checking for those data types.

Default: On

Edition: Professional and Enterprise

Load Semantic Models Using Multiple Threads

Specifies if semantic models load using multiple threads. If you find that your large datasets load slowly and impact system processing times, enabling this option may improve performance.

  • On — Semantic models load in parallel.

  • Off — Semantic models don't load in parallel.

Default: Off

Edition: Enterprise only

Enable Auto Insights on Datasets

Specifies whether the Auto Insights feature is available when datasets are created or modified.

  • On — The Enable Insights option is available in the Dataset Inspect dialog and insights are automatically generated and available for workbooks that use datasets with the Enable Insights option selected.

  • Off — Auto Insights and its related features are disabled.

Default: On

Apply Change Required: No, but when you change this setting, it may take a few minutes to take effect.

Edition: Professional and Enterprise
Enable Immediate Dashboard Rendering

Specifies whether to display available dashboard content immediately or wait until all the dashboard content is ready.

  • On — Display dashboard content immediately even if some content is unavailable.

  • Off — Wait for all the dashboard content to be ready before displaying content.

Default: Off

Edition: Enterprise only

Mobile Data Watch Service Enabled

Specifies if the Data Watch service is active.

  • On — The Data Watch service is active and all mobile users can specify the threshold value for bring backs.

  • Off — The Data Watch service is inactive.

Default: On

Edition: Professional and Enterprise

Evaluate Support Level

Specifies who can issue database functions: EVALUATE, EVALUATE_ANALYTIC, EVALUATE_AGGR, and EVALUATE_PREDICATE.

By default (0), the EVALUATE database functions are disabled.

  • 1 — Service administrators only. Users with the BI Service Administrator application role can invoke EVALUATE database functions.

  • 2 — Anyone. Any user who signs in to can invoke EVALUATE database functions.

  • 0 (or any other value) — No one. All EVALUATE database functions are disabled in .

Valid Values: 0, 1, 2

Default: 0

Edition: Professional and Enterprise

Enable Database Analytics Node in Data Flows

Specifies whether the Database Analytics node is displayed in data flows.

  • On — The Database Analytics node is available in data flows so that data flow designers can apply database analytics functions to the data.

  • Off — The Database Analytics node isn't available in data flows. This prevents data flow designers from generating a potentially high number of SQL statements and slowing database performance.

Default: On

Edition: Professional and Enterprise

Restrict Data Export and Delivery

Restricts the maximum number of rows users can export or deliver by email in formatted and unformatted content. Data export and delivery limits depend on the size of your service.

Valid Values: Maximum - no restriction, 90% of Maximum, 80% of Maximum, 70% of Maximum, 60% of Maximum, 50% of Maximum, 40% of Maximum, 30% of Maximum, 20% of Maximum, 10% of Maximum, Minimum - 1000 rows

Default: Maximum - no restriction

Edition: Professional and Enterprise

Maxiumum Query Limit (seconds)

Specifies the maximum length of time a single query can run before it's canceled and users see a timeout message. The default is 660 seconds (11 minutes).

Valid Values: 60-660

Default: 660

Edition: Professional and Enterprise

Brushing Enabled for Subject Areas

Specifies whether brushing is enabled by default for workbooks that use data from subject areas.

  • On — Brushing is on by default for workbooks that use subject area data.

  • Off — Brushing is off by default for workbooks that use subject area data.

Users can override this setting in the workbook and canvas properties.

Default: On

Edition: Enterprise only

Cache Enable Specifies whether data query caching is enabled or disabled.
  • On — Data caching is enabled.
  • Off — Caching is disabled.

Default: On

Edition: Professional and Enterprise

Brushing Enabled for Datasets

Specifies whether brushing is enabled by default for workbooks that use dataset data.

  • On — Brushing is on by default for workbooks that use dataset data.

  • Off — Brushing is off by default for workbooks that use dataset data.

Users can override this setting in the workbook and canvas properties.

Default: On

Edition: Professional and Enterprise

Email Delivered by Agents Options

You can use these options to customize the way agents deliver email.

System Setting More Information
Use RFC 2231 Encoding

Specifies how to encode MIME email parameters. By default, RFC 2047 is used.

  • On — Use RFC 2231 to encode MIME email parameter values. RFC 2231 supports multi-byte languages. Select On if you deliver emails that contain multi-byte characters and use an email server that supports RFC 2231, such as Microsoft Outlook for Office 365 or Google Gmail.

  • Off — Use RFC 2047 to encode MIME email parameter values.

Default: Off

Edition: Enterprise only

Use BCC

Specifies whether to include the names of email recipients in the To: or Bcc: line. By default, email recipients are added to the Bcc: line.

  • On — Add email recipients to the Bcc: line. Names of email recipients are hidden.

  • Off — Add email recipients to the To: line. Everyone who receives the email sees the recipient list.

Default: On

Edition: Enterprise only

Safe Domains

If you want to restrict the email domain that Oracle Analytics can send emails to, enter the name of the domain. For example, examplemaildomain.com.

Use a comma to separate multiple domain names. For example, exampledomain1.com,exampledomain2.com. By default, there are no restrictions.

Edition: Enterprise only

Maximum Number of Recipients per Email

Specifies the maximum number of recipients allowed in the To: or Bcc: line for a single email.

You can set the maximum number of email recipients to avoid some SMTP servers from filtering out these emails as spam. If the recipient list exceeds the set limit, the list is split into smaller lists with the maximum number of allowed recipients in each list.

Valid Values: 0-1024

Default: 0 (unlimited number of email recipients)

Edition: Enterprise only

Maximum Email Size (KB)

Specifies the maximum size (KB) of a single email.

If you set a maximum email size, you can avoid situations when SMTP servers reject emails that are too large, and in the event that an email exceeds the set limit, the email recipients receive an error message instead of the agent failing and just alerting the email author.

Valid Values: 0-20480

Default: 0 (unlimited email size)

Edition: Enterprise only

Other Options

These system setting options in the Console enable you to set the behavior for a variety of actions such as database queries, default URLs, display defaults, and sorting.

System Setting More Information
Hide Loading Messages

Specifies if a detailed message is displayed during data load processing.

  • On — Detailed loading messages are hidden and a simplified message Loading... is displayed instead.

  • Off — Detailed loading messages are displayed.

Default: Off

Edition: Professional and Enterprise

Portal Path

Specifies the path of the dashboard page that's displayed by default when users sign in to . For example, /shared/<folder>/_portal/<name>.

You can specify a single path for all users and multiple paths by user role, for example {"application role 1":"catalog dashboard path 1","application role 2":"catalog dashboard path 2","default":"catalog dashboard path 3"}.

This setting applies to all users, but users can override it after they've signed in.

You can enter a maximum of 5,000 characters in this field.

Edition: Enterprise only

Enable Subrequest Shipping

Specifies if sub-requests to source databases are executed separately as standalone queries or executed together. By default, sub-requests are shipped separately which can improve performance if you execute complex reports with a large group of sub-requests, that is, you prefer to ship the sub-requests separately in multiple simplified queries rather than ship a large single complicated query all at once.

In Oracle BI Enterprise Edition, the default is set to NO. If you used Oracle BI Enterprise Edition and want to retain the previous default behavior, set this property to NO to continue executing database sub-requests together.

  • Default — Database sub-requests are shipped separately. This is the same as the value YES.
  • YES — Database sub-requests are shipped separately.
  • NO — Database sub-requests are shipped together, all at once.

Default: Default

Edition: Professional and Enterprise

Sort Order Locale

Applies to content migrated from Oracle BI Enterprise Edition.

After you migrate content from your Oracle BI Enterprise Edition environment to , you may experience different sorting behaviors in analyses.

For example, if you look at a migrated analysis in Polish, the upper case and lower case letters might sort based on the default locale, not the original Oracle BI Enterprise Edition locale. To preserve the Oracle BI Enterprise Edition sort behavior in , change this setting to Polish.

Edition: Professional and Enterprise

Locale

Applies to content migrated from Oracle BI Enterprise Edition.

After you migrate content from your Oracle BI Enterprise Edition environment to , you may see a different language in messages, dates, or currencies within analyses.

For example, if you look at a migrated analysis in Polish, the currencies or dates might display based on the default locale, not the original Oracle BI Enterprise Edition locale. To preserve the Oracle BI Enterprise Edition currencies and dates in , change this setting to Polish.

Edition: Professional and Enterprise

Enforce Safe Domains in Actions

Determines whether action links that users add to analyses and dashboards can invoke any URL or only URLs that administrators specify in the safe domains list.

  • On — Don't allow actions to invoke any URL that's not in the safe domain list.

  • Off — Allow actions to invoke any URL, even if the URL isn't listed as a safe domain.

Default: On for a brand new service and Off for an existing service.

Apply Change Required : No

Edition: Enterprise only

Recursive Datetime Type Checking

Specifies whether to enforce strict recursive data type checking for comparisons between identical data types (for example, integer to integer) or non-compatible data types (for example, integer to short integer) on all data sources or with all datasets.

  • On — Enforces strict recursive checking for identical or non-compatible data types on all data sources or datasets.

  • Off — Relaxes strict recursive checking for date and time data types on all data sources or datasets. However, if there are too many data type inconsistencies, you may want to change the data types to be compatible or use constants of the correct data type when comparing a column to a value. For example, after you migrate content from Oracle BI Enterprise Edition to , you might start seeing this type of check error in your reports because eary versions of Oracle BI Enterprise Edition didn't enforce strict checks:

    [nQSError: 22024] A comparison is being carried out between non-compatible types <type1> and <type2>.

Default: On

Edition: Professional and Enterprise

Repeat Rows on Excel Reports for Tables and Pivots

Specifies whether cells that span rows and cells that span columns are repeated when exporting tables and pivot tables to Excel.

  • On — If switched on, cells that span rows and cells that span columns are repeated, regardless of the Value Suppression setting in the Analysis editor.
  • Off — If switched off, the Value Suppression setting in the Analysis editor is honored and cells that span rows and cells that span columns don't repeat when exporting tables and pivot tables to Excel.

Default: Off

Edition: Enterprise only

Sort Null Values First

Specifies whether to sort NULL values before other values (On) or after (Off). Select the value that matches your database. If this setting doesn't match your database setting, then the database setting takes precedence.

  • On — Sorts NULL values before other values.
  • Off — Sorts NULL values after other values.

Default: Off

Edition: Professional and Enterprise

Disable Right Trim for VARCHAR Data

Specifies whether the automatic removal of trailing spaces from varchar columns is enabled (Off) or disabled (On). For example, when this property is enabled (Off), when a user starts entering values in a field, the filter dialog automatically trims any trailing spaces.

  • On — Preserves trailing whitespaces in varchar columns. If you primarily use Oracle Database sources, you might want to keep the default Oracle Database behavior of preserving trailing whitespaces rather than removing them. When you toggle this property on, you avoid the overhead of trimming spaces, and this can improve performance.

    If you disable this property (set it to On) and you construct a filter such as PRODUCT_DESCRIPTION = 'My Product '), you must make sure the amount of trailing whitespace used exactly matches the varchar column value. If you don't, the filter won't correctly match the data values.

  • Off — Trims trailing whitespaces in varchar columns when processing queries. This is the default for . For example, if a user enters the text 'My Product ', it trims it to 'My Product'.

Default: Off

Edition: Professional and Enterprise

Use Vanity URL to Share Content in Email

Specifies the Oracle Analytics Cloud URL format that's used to share links to workbook visualizations in scheduled emails. If your organization set up a vanity URL for your system, enter the existing vanity URL that you want to use in the format: https://myvanity.com/ui/

Alternatively, leave the setting blank to use the standard URL format in emails. See Share Visualizations Using Workbook Email Schedules.

Edition: Professional and Enterprise

Preview Options

Administrators can turn some preview features on and off. This way, your organization can evaluate and learn how to use new features before they roll out by default.

System Setting More Information
Enable Geometry Type

Specifies whether the geometry data type is available for data columns.

  • On — Enables you to use geometry columns in map visualizations and spatial geometry calculations.

  • Off — Disables the geometry data type.

Default: Off

Apply Change Required: Yes

Edition: Enterprise only

Security Options

Use Security options to control how users can perform specific actions in analyses and dashboards.

These options apply only to analyses and dashboards. They don't apply to data visualizations.

System Setting More Information
Enable Push Notifications

Specifies if mobile application push notifications are enabled (on) or disabled (off).

  • On — Enables mobile application push notifications to receive alerts and messages.

  • Off — Disables mobile application push notifications to stop receiving alerts and messages.

Default: Off

Edition: Professional and Enterprise

Save Workbook Thumbnail

To help people identify workbook content, Oracle Analytics can display thumbnail images for workbooks on the Home page. The information that’s shown in these thumbnails is blurred to protect sensitive data from being exposed to users that don't have the same access as data authors.

This setting overrides any Save thumbnails value set in the Workbook Properties dialog at the individual workbook level.

Note:

This setting doesn't apply to watchlists because they don't use thumbnails. Instead, watchlists display miniaturized visualizations that reload whenever you refresh the Home page.
  • On — Display blurred workbook thumbnails on the Home page. If this setting enabled (on), workbook owners can hide the thumbnail for individual workbooks if they need to.

  • Off — Don’t display any workbook thumbnails on the Home page. Instead, show the standard icon for all workbooks.

Default: On

Edition: Professional and Enterprise

User Inactivity Timeout (minutes)

Specifies the number of minutes users are inactive before their browser or mobile connection must be re-authenticated.

  • Valid Values: 5 - 480
  • Default: 60
  • Edition: Professional and Enterprise
Sign Out Inactive Users Automatically

Specifies whether to automatically sign out users after the inactivity timeout is reached.

  • On — Users are automatically signed out when the inactivity timeout is reached.
  • Off — Users remain signed in even if the inactivity timeout is reached.
  • Default: Off
  • Edition: Professional and Enterprise
Export Data to CSV and Tab-Delimited Files as Text

Specifies if leading apostrophes are added when data is exported to CSV or tab-delimited files, so all fields are treated as text.

  • On — Leading apostrophes are automatically added to CSV and tab-delimited files during exports.

  • Off — Data is exported to CSV files as-is.

    Caution:

    When Off, opening exported CSV files may invoke unwanted formulas.

Note:

This setting applies only to visualizations and analyses. It doesn't apply to pixel-perfect reports.

Default: Off

Edition: Professional and Enterprise

URL for Browser Script Actions

Specifies the URL for the JavaScript file containing custom Browser Script Actions.

Edition: Enterprise only

Allow HTML/JavaScript/CSS Content

Determines whether users can apply and save HTML, JavaScript, and CSS markup in various text fields for analyses and dashboards, and how any previously saved markup is used.

  • Always — Enables users to apply markup. Displays the Contains HTML/JavaScript/CSS Markup option in dialogs where additional formatting might be useful. For example:

    • For analyses: Various dialogs in the analysis editor, Analysis Properties dialog, Column Properties (Column Format) dialog, Edit Column Formula dialog, Narrative dialog, Ticker dialog, Static Text dialog, and New Calculated Measure dialog.
    • For dashboards: Various dialogs in the dashboard editor, Text Properties dialog, and Edit Header and Edit Footer dialogs (under Print and Export Options).
  • Never — Prevents users from applying markup. Hides the Contains HTML/JavaScript/CSS Markup option. Users can only enter plain text. Oracle Analytics ignores any markup that users previously entered and saved for their analyses and dashboards.

  • HTML Only — Enables users to apply HTML markup. Displays the Contains HTML/JavaScript/CSS Markup option in dialogs where additional formatting might be useful but only safe HTML is allowed (no JavaScript or CSS). When an analysis or dashboard opens, Oracle Analytics sanitizes any markup that users have entered and applies only the HTML markup.
  • On Open — Prevents users from applying additional markup (existing markup is retained). Hides the Contains HTML/JavaScript/CSS Markup option so users can enter only plain text. Any previously saved markup for analyses and dashboards continues to be applied.

    Note: The On Open option was previously named "Off".

Edition: Enterprise only

View Options

You can use these options to configure default search and viewing settings for users working with analyses and dashboards.

System Setting More Information
Default Scrolling Enabled

Specifies how data scrolls in tables, pivots, heat matrix, and simple and advanced trellis visualizations.

  • On — Data displays with a fixed header and content scrolling controls for users to browse the data.

  • Off — Data displays with content paging controls for users to browse the data.

Default: On

Edition: Enterprise only

View Interactions: Display/Hide Running Sum

Specifies whether the Display/Hide Running Sum option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Display/Hide Running Sum option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Display/Hide Running Sum option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: Off

Edition: Enterprise only

View Interactions: Display/Hide Sub-totals

Specifies whether the Display/Hide Sub-totals option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Display/Hide Sub-totals option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Display/Hide Sub-totals option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: Off

Edition: Enterprise only

View Interactions: Drill

Specifies whether the Drill (when not a primary interaction) option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Drill (when not a primary interaction) option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Drill (when not a primary interaction) option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: Off

Edition: Enterprise only

View Interactions: Include/Exclude Columns

Specifies whether the Include/Exclude Columns option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Include/Exclude Columns option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Include/Exclude Columns option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: On

Edition: Enterprise only

Prompt Auto Complete Matching Level

Specifies whether the auto-complete functionality uses matching to find the prompt value that the user enters into the prompt field. This setting doesn’t apply if the user accesses the Search dialog to locate and specify a prompt value.

  • StartsWith — Searches for a match that begins with the text that the user types. For example, the user types M and the following stored values are displayed: MicroPod and MP3 Speakers System.

  • WordStartsWith — Searches for a match at the beginning of a word or group of words. For example, the user types C and the following values are displayed: ComCell, MPEG Camcorder, and 7 Megapixel Digital Camera.

  • MatchAll — Searches for any match within the word or words.

Valid Values: StartsWith, WordStartsWith, MatchAll

Default: MatchAll

Edition: Enterprise only

View Interactions: Add/Remove Values

Specifies whether the Add/Remove Values option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Add/Remove Values option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Add/Remove Values option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: Off

Edition: Enterprise only

Enable Enrichments in Workbooks

Specifies whether workbook editors can add dataset enrichments to a visualization directly from the Data Panel. This setting enables enrichments in workbooks for all users. Workbook editors who own a dataset or have editing privileges for it can enable or disable knowledge enrichments for that dataset using the Enable Knowledge Enrichments option.

  • On — Workbook editors can drag and drop enrichment based data elements to visualization canvases.

  • Off — Knowledge enrichments are not available for datasets.

Default: On

Edition: Professional and Enterprise

View Interactions: Create/Edit/Remove Calculated Items

Specifies whether the Create/Edit/Remove Calculated Items option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Create/Edit/Remove Calculated Items option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Create/Edit/Remove Calculated Items option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: Off

Edition: Enterprise only

Table/Pivot View: Maximum Visible Rows

Specifies the maximum number of rows you want displayed for content paging in table and pivot table views in analyses and dashboards.

The minimum number of rows you can specify to display is 100.

Valid Values: 100-5000

Default: 5000

Edition: Enterprise only

View Interactions: Move Columns

Specifies whether the Move Columns option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Move Columns option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Move Columns option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: On

Edition: Enterprise only

View Interactions: Sort Columns

Specifies whether the Sort Columns option is selected by default in the Analysis Properties dialog: Interactions tab.

  • On — The Sort Columns option is selected by default in the Analysis Properties dialog: Interactions tab.

  • Off — The Sort Columns option isn't selected by default in the Analysis Properties dialog: Interactions tab.

Default: On

Edition: Enterprise only

Enable Personalization in Workbooks

Specifies whether users can personalize workbooks.

  • On — Content designers can enable or disable personalization options (Filter and Parameter) in their workbooks.

  • Off — Personalization options aren't available for workbooks.

Default: On

Edition: Professional and Enterprise

Set Advanced Options

Use the service instance console to set advanced options for Oracle NetSuite Analytics Warehouse.

  1. In Oracle NetSuite Analytics Warehouse, click Console.
  2. Under Service Administration, click System Settings.

    System Settings tile

  3. On the System Settings page, update the toggle option for the applicable advanced option.

    System Settings page displaying the advanced setting options.

Create Additional NetSuite Connections

You can create additional connections to the NetSuite source based on your customer tier. These additional connections enable you to bring in data from multiple NetSuite accounts.

You may want to connect to additional NetSuite accounts if you've:
  • One NetSuite primary account with live data and other NetSuite accounts having static data.
  • More than one NetSuite account with live data but no data mash-up required.
  • More than one NetSuite account with live data requiring data mash-up.

As a premium license tier Oracle NetSuite Analytics Warehouse customer, you can connect to two additional NetSuite accounts. If you're an enterprise license tier customer, then you can connect to ten additional NetSuite accounts. Based on your license tier, Oracle displays the additional NetSuite connections on the Create Connection dialog.

  1. In NetSuite, complete these tasks:
    • Enable the Multi-Instance Connector (MIC) feature.
    • Add an integration record.
    • Create a token-based authentication permission and add it to a user.
    • Create a token.

    See Merging Your NetSuite Accounts Data Into Your NetSuite Analytics Warehouse Instance

  2. In Oracle NetSuite Analytics Warehouse, Console, click Data Configuration under Application Administration.
  3. On the Data Configuration page, click Manage Connections.
  4. On the Manage Connections page, click Create and then click Connection.
  5. In Create Connection, select Data Extraction in Usage Type and then select NetSuite 2 or an applicable NetSuite option such as NetSuite 3 or NetSuite 4 as the connection type.
  6. In Create Connection, enter these details and then click Save:
    • Notification Email: Enter an email address to receive notifications.
    • User Name: Enter your user name.
    • JDBC URL: Enter the following URL: jdbc:ns://<NS Account ID>.connect.api.NetSuite.com:1708;ServerDataSource=NetSuiteDW;Encrypted=1;CustomProperties=(AccountID=<NS Account ID>;RoleID=57;Uppercase=1). Replace <NS Account ID> with your NetSuite Account ID.
    • Account ID: Enter your NetSuite Account ID.
    • Consumer Key: Paste the Consumer Key / Client ID string you noted down after creating the integration record.
    • Consumer Secret: Paste the Consumer Secret / Client Secret string you noted down after creating the integration record.
    • Token Key: Paste the Token ID string you noted down after creating the token.
    • Token Secret: Paste the Token Secret string you noted down after creating the token.
  7. Verify that the Refresh Metadata toggle is enabled to ensure that the metadata is refreshed when you save the connection.
    You can later refresh the metadata from the Actions menu on the Manage Connections page, if required.

    Note:

    You can’t create augmentations for NetSuite 2 unless you perform a metadata extract.
  8. On the Manage Connections page, select Actions for the NetSuite 2 connection and then select Test Connection.
  9. After the connections are successfully established, navigate to the Data Configuration page, select the connection in Data Source, then click the Data Augmentation tile, and create a data augmentation using the NetSuite 2 data. Select the applicable NetSuite 2 source tables. See Augment Your Data.

Typical Workflow to Get Started with Oracle NetSuite Analytics Warehouse

To get started with Oracle NetSuite Analytics Warehouse for the first time, follow these tasks as a guide.

Task Description More Information
Enable NetSuite Analytics Warehouse As an administrator, enable NetSuite Analytics Warehouse in the NetSuite account of the users. Enabling NetSuite Analytics Warehouse, NetSuite Analytics Warehouse
Add and delete users. As a user, after your administrator enables NetSuite Analytics Warehouse in your NetSuite account, add and delete users. Adding users to your NetSuite Analytics Warehouse account enables the users to work with data transferred to the data warehouse. You can add existing NetSuite users and non-NetSuite users. Adding Users to NSAW, NetSuite Analytics Warehouse
Change the user account for data transfer credentials. By default, NetSuite Analytics Warehouse assigns the data transfer credentials to the user that enabled NetSuite Analytics Warehouse. Oracle recommends that you use a generic email address such as user_account_data_transfer@example.com to ensure that the transfer credentials remain valid if the user that enabled NetSuite Analytics Warehouse leaves the organization. Resetting NetSuite Analytics Warehouse Transfer Credentials, NetSuite Analytics Warehouse
Set up the data transfer in the NetSuite user interface. As a user, begin transferring data to the NetSuite Analytics Warehouse by selecting the functional area. Setting Up the Data Transfer, NetSuite Analytics Warehouse
Alternatively, set the pipeline parameters and create a data pipeline for a functional area to transfer data to the warehouse using the Data Configuration page in the NetSuite Analytics Warehouse user interface. You can transfer data to the warehouse using the Data Configuration page. You specify the pipeline and report parameters and then create a data pipeline for a functional area.

Set Up the Pipeline Parameters

Set Up the Reporting Configurations

Create a Data Pipeline for a Functional Area

Start analyzing your data After the data is transferred to the autonomous data warehouse, you can analyze your data using the capabilities of Oracle Analytics Cloud that is included with NetSuite Analytics Warehouse. How Do I Visualize Data? (OAC)

Additionally, as an advanced user, you can perform these tasks:

Task Description More Information
Augment your data You can supplement the data in your reports by extending the transaction entity, creating custom dimensions and custom facts. Augment Your Data
Integrate third-party data You can integrate data from other sources with the NetSuite data. Through this integration, you can create KPIs, metrics, cards, and dashboards using data from multiple sources.

Integrate Third-Party Data