3 MIN READ

Follow these steps to connect Tableau to NetSuite as an ODBC data source.

Important: Before you can connect NetSuite to Tableau, you need to download and install the latest version of the CData ODBC Driver for NetSuite. This article uses the 2016 CData ODBC Driver for NetSuite. Click here for the steps to set up the ODBC Driver.

Installing and Configuring Tableau

Download Tableau: https://www.tableau.com/products/trial 

Running Server Setup

After you download the Tableau Server installation file, follow the instructions below to install the server.

Double-click the installation file. Follow the on-screen instructions to complete Setup and install the application.

64-bit Tableau Server Setup Screen

After installation is complete, select the Trial version:

Activate Tableau Trial Version Screen

Publish the NetSuite Data Source to Tableau Server

Provide connectivity to NetSuite data across the enterprise by creating a data source for NetSuite on Tableau Server. Users in your organization can create workbooks connected to the published data source.

Step 1

Click Connect to Data > More Servers > Other Databases (ODBC). Select CData NetSuite Source Sys, the system DSN.

The driver installation automatically creates a matching user and system DSNs: The system DSN is needed to connect from the Tableau Server.

Connecting Tableau to CData NetSuite Source Sys

Step 2

In the Database menu, select CData.

Step 3

In the Table box, enter a table name or click New Custom SQL to enter an SQL query. This article retrieves the Sales order table.

Entering Custom SQL in Tableau

Step 4

Drag the table onto the join area.

Step 5

In the Connection menu, select the Extract option.

After executing the query and based on the table, the records are displayed.

Records displayed in Tableau after executing custom SQL query

To generate a report, go through the sheets on the bottom of the page. The page opens with two sections:

  1. Dimensions: The record fields are displayed with their particular field internal IDs.
  2. Measures: Displays the summary fields with their particular field internal IDs.

The fields can be segregated based on the rows and columns.

Segregating Fields in Tableau

An example Purchase Order report that we can generate based on the fields:

Example of a Purchase Order Report created in Tableau

To view the NetSuite data, right-click under the table name in the Data section of the dashboard and select the View Data option. The NetSuite data will appear in Tableau.

New call-to-action

Check out our other NetSuite blogs for how-to guides and tips.


Subscribe to updates