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 feature in the NetSuite Analytics Warehouse console.

    Note:

    You need to have the NSAW Administrator role assigned to complete this step.

  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 workbooks to your dashboard. For more information, see Setting up SAML SSO for NetSuite Analytics Warehouse.

To enable the feature in the NetSuite Analytics Warehouse console:

  1. Log in to your Analytics Warehouse instance.

  2. Click the Navigator menu icon Navigator icon. Then, select Console.

  3. Click Safe Domains.

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

  5. Check all the boxes for the URL you added.

To add a portlet and set it up:

  1. Open NetSuite Analytics Warehouse. Go to your workbooks, click the actions icon Three dot menu of the workbook you want, and select Export. Then, click Copy Link.

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

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

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

  5. Paste the workbook URL into the Visualization URL field, then click Save.

Note:

The portlet shows data from the last incremental data transfer.

Related Topics

General Notices