NetSuite Analytics Warehouse Overview
Watch the following help video for information about NetSuite Analytics Warehouse:
With NetSuite Analytics Warehouse, you can broaden the analyses 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. When enabled, you can begin transferring your data to the Analytics Warehouse. You can then blend your NetSuite data with data from other sources, and analyze it with a wide set of visualizations.
Enabling NetSuite Analytics Warehouse
Before you begin transferring your data to the Analytics Warehouse, you must first enable the feature.
To enable NetSuite Analytics Warehouse in your account:
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Go to Setup > Company > Setup Tasks > Enable Features.
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Click the Analytics subtab.
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Check the NetSuite Analytics Warehouse box.
Your Analytics Warehouse account begins configuration. This process may take some time. When the configuration is complete, you must set up your Analytics Warehouse account by:
Data Warehouse Integrator Role
When you enable the Analytics Warehouse feature in your account, you are automatically assigned the Data Warehouse Integrator role. You can also assign the Data Warehouse Integrator role to any users.
When you assign the Data Warehouse Integrator 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 meaning that you cannot sign in using this role.
The Data Warehouse Integrator role does not count against the Full Licensed Users count.
To assign the Data Warehouse Integrator Role to users
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Log in to NetSuite with an administrator role.
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Go to Lists > Employees > Employees.
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Click Edit next to the name of the employee you want to assign the Data Warehouse Integrator role to.
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Click the Access subtab.
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On the Roles subtab, select the Data Warehouse Integrator role from the list.
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Click Add.
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Click Save.
For more information, see Assigning Roles to an Employee.
Supported Functional Areas
Data from your NetSuite account is grouped into 10 functional areas in the Analytics Warehouse. To include a functional area in your data transfer to the Analytics Warehouse, see Setting Up the Data Transfer.
To learn about the record types and fields available in the NetSuite2.com data source, see Record Types and Fields.
The following functional areas are currently supported in NetSuite Analytics Warehouse:
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Bank
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Employee Expense
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Financials
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Inventory
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Manufacturing
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Payroll
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Projects and Support Management
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Purchases
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Sales
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Sales Snapshot
Subject Areas
The table below shows the link between the functional areas and 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 |
Prebuilt Content
The table below shows all the prebuilt KPI's, decks, cards, and analyses that are shipped as the standard offering along with the product. For more information, see Reference for Oracle NetSuite Analytics Warehouse.
|
Functional Area |
Pre-Built Content |
|---|---|
|
Financials |
Spend Financials Gross Margin DSO/DPO Analysis Receivable Detailed Analysis Payable Detailed Analysis COGS Detailed Analysis Cash Forecast Detailed Analysis |
|
Inventory |
Inventory Analysis Inventory Detailed Analysis Inventory Turnover Detailed Analysis Back Order Detailed Analysis Inventory Count Detailed Analysis Inventory Transfer Detailed Analysis Item Cost Detailed Analysis |
|
Purchasing |
Purchasing Analysis Purchase Order Detailed Analysis Procurement Detailed Analysis Requisition Detailed Analysis Vendor Delivery Detailed Analysis Vendor Payment Detail Vendor Payment Detailed Analysis Vendor Return Detailed Analysis Vendor Spend Detailed Analysis |
|
Sales |
Payment Detailed Analysis Invoice Detailed Analysis Customer Sales Detailed Analysis Item Sales Detailed Analysis Net Sales Order Detailed Analysis Overdue Invoiced Detailed Analysis Sales Order Detailed Analysis Shipment Detailed Analysis Forecast Accuracy Detailed Analysis Item Fulfillment Detailed Analysis Opportunity Win/Loss Detailed Analysis Pipeline Detailed Analysis Payment Details Sales Order Details Overdue Invoice Details Invoice Details Gross Margin Sales Order Analysis Return Details Order Management Fulfillment Details Customer Return Detailed Analysis Customer Payment Analysis Customer Invoice Analysis Customer Growth |
|
Industry Metrics |
Services |