NetSuite Analytics Warehouse Overview

Watch the following help video for information about NetSuite Analytics Warehouse:

With NetSuite Analytics Warehouse, you can broaden the analysis of your NetSuite data beyond what is currently available in SuiteAnalytics Workbook. The Analytics Warehouse enables businesses to analyze historical data from multiple sources and determine how to improve their business. After it's enabled, you can start transferring your data to the Analytics Warehouse. You can then blend your NetSuite data with data from other sources and analyze it using a wide set of visualizations.

Enabling NetSuite Analytics Warehouse

Before you begin transferring your data to the Analytics Warehouse, you need to enable the feature first.

To enable NetSuite Analytics Warehouse in your account:

  1. Go to Setup > Company > Setup Tasks > Enable Features.

  2. Click the Analytics subtab.

  3. Check the NetSuite Analytics Warehouse box.

Your Analytics Warehouse account starts configuring. This process may take some time. When the configuration is complete, the NetSuite Data Warehouse integration record is created automatically.

Note:

The NetSuite Data Warehouse integration record state is set to Enabled by default. If its state is set to Blocked, you are not able to access the NetSuite Analytics Warehouse Configuration page. Complete the following steps only if you can't access the NetSuite Analytics Warehouse Configuration page after enabling the feature.

To enable the NetSuite Data Warehouse integration record:

  1. Go to Setup > Integration > Manage Integrations.

  2. Click the NetSuite Data Warehouse integration record.

  3. Click Edit. In the State field, choose Enabled.

  4. Click Save.

After enabling your account, you need to set it up by:

Data Warehouse Integrator Role

When you enable the Analytics Warehouse feature in your account, you're automatically assigned the Data Warehouse Integrator role. You can also assign the Data Warehouse Integrator role to any user. When you assign this role to a user, their name appears in the User Account for Data Transfer Credentials dropdown list on the NetSuite Analytics Warehouse Configuration page.

The Data Warehouse Integrator role has view access to all standard and custom production data. The Data Warehouse Integrator role is for machine-to-machine integration, so you can't sign in using this role.

Note:

The Data Warehouse Integrator role doesn't count against the Full Licensed Users count.

To assign the Data Warehouse Integrator Role to users

  1. Log in to NetSuite with an administrator role.

  2. Go to Lists > Employees > Employees.

  3. Click Edit next to the employee you want to assign the Data Warehouse Integrator role to.

  4. Click the Access subtab.

  5. On the Roles subtab, select the Data Warehouse Integrator role from the list.

  6. Click Add.

  7. Click Save.

For more information, see Assigning Roles to an Employee.

Supported Functional Areas

NetSuite groups your data into functional areas in the Analytics Warehouse. To add a functional area to your data transfer, see Setting Up the Data Transfer.

To see which record types and fields are available in the NetSuite2.com data source, see Record Types and Fields.

The following functional areas are currently supported in NetSuite Analytics Warehouse:

  • Bank

  • Employee Expense

  • Financials

  • Inventory

  • Manufacturing

  • Payroll

  • Projects and Support Management

  • Purchases

  • Sales

  • Sales Snapshot

Subject Areas

The table below shows how the functional areas connect to the subject areas:

Functional Area

Subject Area

Bank

Check

Credit Card Charge

Credit Card Refund

Deposit

Sales Tax Payment

Tax Liability Cheque

Transfer

Employee Expense

Expense Report

Expense Report Snapshot

Financials

Budget

Cross Charge Journal

Currency Revaluation

GL Impact Adjustment

Journal

Netting Settlement

Revenue Arrangement

Revenue Arrangement Snapshot

Revenue Commitment

Revenue Commitment Reversal

Inventory

Bin Putaway worksheet

Bin Transfer

Inventory Adjustment

Inventory Cost Revaluation

Inventory Count

Inventory Item Location Quantity

Inventory Snapshot

Inventory Transfer

Inventory Worksheet

Ownership transfer

Transfer Order

Wave

Manufacturing

Assembly Build

Assembly Unbuild

Work Order

Work Order Close

Work Order Completion

Work Order Issue

Work Order Snapshot

Payroll

Paycheck

Paycheck Journal

Projects and Support Management

Charge

Support Case

Time Tracking

Timesheet

Work Breakdown Structure

Purchases

Inbound Shipment

Inbound Shipment Snapshot

Item Receipt

Purchase Contract

Purchase Order

Purchase Order Snapshot

Purchase Requisition

Vendor Bill

Vendor Bill Credit

Vendor Bill Payment

Vendor Bill Snapshot

Vendor Prepayment

Vendor Prepayment Application

Vendor Return Authorization

Vendor Return Authorization Snapshot

Sales

Cash Refund

Cash Sales

Charge

Commissions

Credit Memo

Customer Deposit

Customer Invoice

Customer Invoce Snapshot

Customer Payment

Customer Payment Authorization

Customer Refund

Deposit Application

Estimate

Fulfillment Request

Item Fulfillment

Opportunity

Return Authorization

Return Authorization Snapshot

Sales Order

Sales Order Snapshot

Statement Charge

Store Pickup Fulfillment

Subscription

Wave

Sales Snapshot

Commissions Snapshot

Customer Payment Snapshot

Item Fulfillment Snapshot

Opportunity Snapshot

Related Topics

General Notices