Adding NetSuite Analytics Warehouse Visualizations to a Dashboard

You can add your Analytics Warehouse visualizations 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 Analytics Warehouse console.

2. Set up a SuiteApp portlet by downloading and deploying the script file.

3. Embed the visualization by adding the portlet to your dashboard. You can add up to 6 SuiteApp portlets to your dashboard.

Note:

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

To enable the embedding feature in the Analytics Warehouse console:

1. Login to the 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 dοwnload and deploy the script file:

1. Download the script file by clicking this link: nsawportlet.js

2. Go to Customization > Scripting > Scripts> New.

3. Click the + icon next to the Script File. Upload the script file in the Select File field and click Save.

4. Click Create Script Record. Fill out the following fields:

   • In the Name field, type a name for your portlet based on the data visualization you want to embed (for example, NSAW Sales.

   • In the Portlet Type field, select Inline HTML from the list.

   • Click the Parameters subtab. Type nsawurl in the Label field and select Hyperlink in the Type field. Be sure to click Add, and then click Save.

5. Click Deploy Script. Fill out the following fields:

   • Check the Dashboard SuiteApp box.

   • In the Status field, select one of these options:

     • Testing – The portlet is visible to you only.

     • Released – The portlet is visible to the audience you specify.

   • Click the Audience subtab and select the audience to which you want to make the portlet visible.

   • Click the Parameters subtab. In the NSAWURL field, paste the URL of the Analytics Warehouse visualization you want to add.

6. Click Save.

To add the Analytics Warehouse visualization to your dashboard:

1. Go to your dashboard and click Personalize.

2. On the SuiteApps tab of the Personalize Dashboard palette, click the visualization you have set up or drag it onto the dashboard.

Note:

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

Related Topics

NetSuite Analytics Warehouse Overview

NetSuite Analytics Warehouse Basics

Setting Up NetSuite Analytics Warehouse

Using Single Sign-On with NetSuite Analytics Warehouse

General Notices