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.
- 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 |
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 withodi/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.
- In Oracle NetSuite Analytics Warehouse, open the Navigator menu, click Console, and then click Authentication.
- On the Authentication page, select Enable SSO.
- 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.
- In Entity ID, enter the name of your application in the identity provider.
- In NamedID Format, ensure Email Address is selected and in NamedID Value, ensure that Primary Email is selected by default.
- 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 design, specification, and implementation complete with 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, then contact Oracle Support.
Preview features are disabled by default. If you want to explore one of the preview features, ask your administrator to enable it for your organization. Administrators can make preview features available for others to try; see Make Preview Features Available.
To enable the preview features, see Make Preview Features Available.
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).
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).
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).
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).
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).
Default: Off Restart Required: No |
Oracle E-Business Suite On-Prem |
This feature enables configuring 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).
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.
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).
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).
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).
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).
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).
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).
Default: Off Restart Required: No |
Oracle JDBC |
This feature enables the remote agent-managed connectivity to 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).
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).
Default: Off Restart Required: No |
MySQL Cloud |
This feature enables connecting to MySQL Cloud instance to build data augmentation with data from that instance. See Load Data from MySQL Cloud Database into NetSuite Analytics Warehouse (Preview).
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).
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).
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).
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).
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).
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).
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 Fusion Data Intelligence. See Set up the Remote Agent to Load Data into NetSuite Analytics Warehouse (Preview).
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).
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).
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).
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).
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).
Default: Off Restart Required: No |
Feature | Description |
---|---|
Order to cash | This feature provides you the ability to perform cross-transactional analysis with the Order to Cash (O2C) flow. After enabling this functional area, ensure to create a data pipeline and activate it. See Create a Data Pipeline for a Functional Area. |
Procure to pay | This feature provides you the ability to perform cross-transactional analysis with the Procure to Pay (P2P) flow. After enabling this functional area, ensure to create a data pipeline and activate it. |
Feature | Description |
---|---|
Data Refresh Estimate |
This feature enables prediction of completion time for data refresh. The predicted time is visible under Data Pipeline in the Pipeline Parameters section on the Pipeline Settings page. See About Data Refresh Performance.
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.
Default: Off Restart Required: No |
Prioritized Data Refresh |
This feature enables configuration of the warehouse tables for prioritized refresh ahead of other data in the regularly scheduled daily refresh cycles. See Prioritize Datasets for Incremental Refresh (Preview).
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.
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. Administrators can make these features available for others to use; see Enable Generally Available Features.
Feature | Description |
---|---|
Frequent Refresh |
This feature enables certain pipeline refresh schedules to be set to a frequency of 4 hours or higher. See Schedule Frequent Refreshes of Data.
Default: Off Restart Required: No |
Scheduled Full Data Reload |
For specific functional areas, an administrator can schedule full refreshes on a weekly, monthly, or quarterly basis. See Schedule Periodic Full Reload of Functional Area Data.
Default: Off Restart Required: No |
Data Source Reset and Reload |
This feature enables reset and reload of a data source. See Reset and Reload the Data Source.
Default: Off Restart Required: No |
Enable Generally Available Features
As a functional administrator, you can enable the functionality that is 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.
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.
Email Delivered by Agents Options
You can use these options to customize the way agents deliver email.
System Setting | More Information |
---|---|
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) API Key: EmailMaxEmailSizeKB 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) API Key: EmailMaxRecipients 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, Use a comma to separate multiple domain names. For
example, API Key: EmailSafeDomains 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.
Default: On API Key: EmailUseBcc Edition: Enterprise only |
Use RFC 2231 Encoding |
Specifies how to encode MIME email parameters. By default, RFC 2047 is used.
Default: Off API Key: EmailUseRFC2231 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.
Note:
If you change one of these settings, you must apply the change for the new value to take effect unless we note it otherwise.System Setting | More Information |
---|---|
Hide Loading Messages |
Specifies if a detailed message is displayed during data load processing.
Default: Off API Key: HideLoadingMessages Edition: Professional and Enterprise |
Performance and Compatibility Options
You use these options to configure performance and compatibility settings between Oracle BI Enterprise Edition and Oracle Analytics.
Note:
If you change a performance and compatibility setting, you must apply the change for the new value to take effect unless mentioned otherwise.System Setting | More Information |
---|---|
Brushing Enabled for Datasets |
Specifies whether brushing is enabled by default for workbooks that use dataset data.
Users can override this setting in the workbook and canvas properties. Default: On API Key: EnableBrushingDatasets Edition: Professional and Enterprise |
Brushing Enabled for Subject Areas |
Specifies whether brushing is enabled by default for workbooks that use data from subject areas.
Users can override this setting in the workbook and canvas properties. Default: On API Key: EnableBrushingSubjectAreas Edition: Enterprise only |
Enable Auto Insights on Datasets |
Specifies whether the Auto Insights feature is available when datasets are created or modified.
Default: On Apply Change Required: No, but when you change this setting, it may take a few minutes to take effect. |
Evaluate Support Level |
Specifies who can issue database functions:
By default (
Valid Values: 0, 1, 2 Default: 0 API Key: EvaluateSupportLevel 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 |
---|---|
Preview the Generic REST Connector |
Enable this option to try out the REST connector and visualize data from a data source with a REST endpoint. Use this connector to access data from a REST endpoint and create datasets. See Connect to Data from REST Endpoints and Create a Dataset from a REST Connection.
Default: Off Apply Change Required: No API Key: PreviewGenericRestConnector Edition: Enterprise only |
Preview Workbook Email Scheduler |
Enable this option so that administrators can set up a schedule to regularly share their workbooks with one or more email recipients in PDF or PNG format. See Share Visualizations Using Workbook Email Schedules (Preview).
Default: Off Apply Change Required: No API Key: PreviewWorkbookEmailScheduler Edition: Enterprise only |
Preview Workbook Email Scheduling with Bursting |
Enable this option to allow administrators to set bursting options when emailing workbooks saved in Shared Folders. This option requires Preview Workbook Email Scheduler to be enabled. See Share Visualizations Using Workbook Email Schedules (Preview) and Create a Bursting Workbook Email Schedule (Preview).
Default: Off Apply Change Required: No API Key: PreviewWorkbookEmailBursting 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.
Note:
If you change a security setting, you must apply the change for the new value to take effect.System Setting | More Information |
---|---|
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.
API Key: AllowHTMLJavaScriptCSSContent Edition: Enterprise only |
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 |
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. |
Get Started with KPIs, Decks, and Cards, Using Oracle Fusion Data Intelligence Work with Projects, Using Oracle Fusion Data Intelligence Work with Data, Using Oracle Fusion Data Intelligence |
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. |