1. SuiteAnalytics
  2. NetSuite Analytics Warehouse
  3. Adding NetSuite Analytics Warehouse Workbooks to a Dashboard

Adding NetSuite Analytics Warehouse Workbooks to a Dashboard

You can add your NetSuite Analytics Warehouse workbooks to your dashboard to have at-a-glance information about your business without having to log in to a different interface. To do so, you need to:

  1. Enable the embedding feature in the NetSuite Analytics Warehouse console.

  2. Add a NSAW portlet and set it up with your NetSuite Analytics Warehouse workbook.

Note:

You need to set up SAML SSO for NetSuite Analytics Warehouse before adding the visualizations to your dashboard. For more information, see Setting up SAML SSO for NetSuite Analytics Warehouse.

To enable the embedding feature in the NetSuite Analytics Warehouse console:

  1. Login to NetSuite Analytics Warehouse as an administrator.

  2. Click OAC Console. Open the top left menu and click Console. Then, click Safe Domains.

  3. Click Add domain and paste your NetSuite account URL (https://<accountID>.app.netsuite.com/, where <accountID> is your NetSuite account ID). Check all the boxes.

To add a portlet and set it up:

  1. Open NetSuite Analytics Warehouse. Go to your workbooks and obtain the URL of the desired workbook by clicking Export. Then, click Copy Link.

  2. Open your NetSuite account in another tab. Go to your dashboard and click Personalize.

  3. On the Standard Content tab of the Personalize Dashboard palette, click the NSAW portlet icon or drag it onto the dashboard.

  4. In the NSAW portlet, click Three dot menu and select Set Up from the menu.

  5. Paste the workbook URL in the Visualization URL field. Then, click Save.

Note:

The data in the portlet is generated based on the last incremental data transfer.

Related Topics

General Notices