SuiteAnalytics

This release note was updated November 10, 2021.

NetSuite 2021.2 includes the following enhancements to SuiteAnalytics:

Dataset Linking in SuiteAnalytics Workbook

Link datasets to analyze metrics from two datasets in a single visualization, based on a link that you define using common field data from each dataset. Unlike joining record types, you can link datasets even if they are based on record types that do not have predefined common keys in the analytics data source. Additionally, with linked datasets you can compare data that exists on two different levels of aggregation, such as the sum of individual transactions versus a monthly budget.

In 2021.2, you can define your own linked datasets using the N/datasetLink module in SuiteScript. You currently cannot view or edit how datasets are linked from the Workbook user interface. However, you can save and share workbooks that are based on linked datasets or create new visualizations within them. Link definitions are also associated with the workbooks where they are created. This association means that you can use linked datasets in multiple visualizations, but only in the workbook where they were linked.

For more information, see the following topics:

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 you to analyze historical data from multiple sources and determine how to improve your business. You can then blend your NetSuite data with data from other sources and analyze it with a wide set of visualizations.

For more information about enabling and setting up NetSuite Analytics Warehouse, see the following topics:

Cached Data in Datasets

In previous releases, data in datasets was loaded in real time whenever you accessed a dataset. With the Cached Data in Datasets feature enabled in your account, you can use Cached Response mode to load cached data in your datasets. The load time of your datasets and any workbooks or portlets that use the dataset is improved when data is loaded from cached data. All cached data is refreshed automatically every 60 minutes.

For more information, see Cached Data in Datasets.

CSV Export Option Available in Pivot Tables

In workbooks, you can now export your pivot tables as CSV files. Prior to 2021.2, you could only export table views and charts as CSV files. Now, the export option is available in all workbook visualizations: table views, charts, and pivot tables.

For more information, see Pivot Tab.

Analytics Portlet Names Available as Translatable Fields

SuiteAnalytics Workbook now supports the translation of Analytics portlet names using Manage Translations.

Strings and collections for translation are automatically created when you enter the portlet name in the new translatable field of your workbook visualizations. To enable the translation, a Translation Collection stores translation strings with their translations in NetSuite.

For more information about how to set up translatable portlet names, see Adding Translatable Analytics Portlet Names.

For more information about how to use translation collections, see Working with Translation Collection Strings.

Icons Added to SuiteAnalytics Workbook Conditional Formatting

In addition to colors, you can now apply icons to your workbook table view and pivot table results using conditional formatting. Depending on the conditions you set up, you can apply conditional formatting to groups of results or individual results. You can also apply conditional formatting to any fields containing number or string values, including custom formula fields and calculated measures.

For more information, see Conditional Formatting.

Removal of the Analytics Browser

From NetSuite 2021.2 onwards, the Analytics Browser is no longer available. To see information about the record types and fields, joined record types and join properties, you can use the Records Catalog.

Note:

The Records Catalog is fully supported for the SuiteScript Analytic API only, while the Analytics Browser displayed whether fields were available for use in SuiteAnalytics Workbook, SuiteScript, SuiteTalk REST web services, and SuiteAnalytics Connect. For more information, see Records Catalog.

New Accounts and Access to the Connect Data Source

As of November 8, 2021, new Connect users can access the Connect Service using the NetSuite2.com data source only.

Prior to this change, Connect users were able to access two different data sources:

  • NetSuite.com – This data source uses the only schema available up to 2018.2 to retrieve data. As of October 2021, the NetSuite.com data source is no longer being updated with newly exposed tables and columns, and no enhancements will be made. The NetSuite.com data source includes records exposed up to 2021.2 only, and support for this data source will end in a future release. The use of the NetSuite.com data source is no longer considered a best practice.

  • NetSuite2.com - This data source uses the schema that has been used in SuiteAnalytics Workbook since 2019.2. The NetSuite2.com data source, also known as the analytics data source, is designed to display consistent data across SuiteAnalytics Workbook, which solves some previous inconsistencies in data exposure between saved searches, reports, and the NetSuite UI. The analytics data source provides advanced query capabilities and applies role-based access control, which contributes to improved security. NetSuite2.com is now the preferred data source, and all Connect users are encouraged to use it.

After this change, the transition to NetSuite2.com is planned as follows:

  • If you gained access to the Connect Service before November 8, 2021, you can still access the NetSuite.com data source to ensure a smooth transition to NetSuite2.com. For more information, see Changing from NetSuite.com to NetSuite2.com.

  • If you gained access to the Connect Service after November 8, 2021, you can access the NetSuite2.com data source only. If you try to select the NetSuite.com data source, you receive an error message indicating that NetSuite.com is not an option. For more information, see Getting Started with SuiteAnalytics Connect.

Token-based Authentication Available for Connect NetSuite2.com

SuiteAnalytics Connect supports token-based authentication (TBA) for the NetSuite2.com data source.

For information about using token-based authentication (TBA) with SuiteAnalytics Connect, see Token-based Authentication for Connect.

New Connect Role for the NetSuite2.com Data Source

Prior to 2021.2, there was no role that allowed Connect users to access all NetSuite data through the NetSuite2.com data source. The Administrator role and the SuiteAnalytics - Read All permission were available for NetSuite.com only. As of 2021.2, the new Data Warehouse Integrator role allows users to access all NetSuite data through the NetSuite2.com data source.

Note:

Credit card information is not accessible even if users are assigned to the Data Warehouse Integrator role.

The new role requires access with token-based authentication (TBA). For more information, see Token-based Authentication for Connect.

For more information about the Data Warehouse Integrator role, see Connect Permissions.

Change to Display Size and Precision in Some Connect Columns

SuiteAnalytics Connect changes the display size and precision for return values in some columns.

Note:

This change applies to the NetSuite.com data source only.

The following table shows the list of columns with changes:

Column Name

Previous Value

Updated Value

transaction_history.column_number

Display size: 90

Display size: 138

transaction_lines.gl_sequence

Display size: 40

Precision: 40

Display size: 256

Precision: 256

If you work with the NetSuite.com data source and you are using column attributes in your configuration, review this change and make adjustments as needed.

To see the display size and precision for all columns, you can run the following query:

            SELECT COLUMN_NAME, TYPE_NAME, OA_LENGTH, OA_PRECISION, OA_SCALE FROM OA_COLUMNS WHERE TABLE_NAME = 'TRANSACTION_HISTORY' 

          

This change is effective as of 2021.2. The change will be visible when the 2021.2 Connect Browser is released.

For information about the column attributes, see Table Summary.

Changes to Return Values in Some Connect Columns

In SuiteAnalytics Connect, the maximum length for return values in some columns has changed.

Note:

This update applies to the NetSuite.com data source only.

The following table shows the list of columns with length changes for return values:

Column Name

Previous Length

Updated Length

class.name

31

60

departments.name

31

60

locations.name

31

60

opportunities.status

480

4000

If you work with the NetSuite.com data source and you are using column attributes in your configuration, review these changes and make adjustments as needed. To avoid error or discrepancies, your configuration must match the column values listed in the Connect Browser.

This change is effective as of 2021.2, but the current version of the Connect Browser does not show the updated values yet. This change will be visible in the 2021.2 Connect Browser when it is released at a later date.

For information about the column attributes, see Table Summary.

Removal of the Connect transaction_lines.date_last_modified Column

The date_last_modified column is permanently removed from the transaction_lines table. In previous releases, the Connect Browser included a description that this column may return inaccurate values and that you should use the date_last_modified_gmt column instead.

Note:

This change applies to the NetSuite.com data source only.

The date_last_modified_gmt column returns results in the Coordinated Universal Time (Greenwich Mean Time). You should consider the time zone when you review your queries and make any adjustments as needed.

This change is effective as of 2021.2, but the Connect Browser is not upgraded at the same time. The column is visible in the current version of the Connect Browser, but it does not return any results. The column will no longer appear when the 2021.2 Connect Browser is released at a later date.

For more information about the tables and columns available in the Connect Schema, see Connect Schema.

2021.2 Connect Browser

The 2021.2 version of the Connect Browser is now available. You can find the links to all Connect tables in the Connect Schema topic.

The following is a list of the newly exposed tables:

Note:

Note: The date_last_modified column is permanently removed from the transaction_lines table. You should use the date_last_modified_gmt column instead. For more information, see Removal of the Connect transaction_lines.date_last_modified Column.

For more information about how to work with the Connect Browser, see Working with the Connect Browser.

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