Oracle Netsuite Integration with Power BI

[sharathvenna]

Hi everyone,

I’m looking for guidance on integrating Oracle NetSuite data with Power BI for advanced analytics and reporting. Specifically, I’d like to:

• Connect Power BI directly to NetSuite 

• Schedule automatic data refreshes

• Optimize query performance for large datasets

• Handle custom records/fields in reports

Thanks,

Sharath 

[smithjohn]

Integrating Oracle NetSuite with Power BI is absolutely doable, but it requires the right setup. You can connect via NetSuite’s ODBC driver, SuiteAnalytics Connect, or third-party connectors like CData or Celigo for smoother automation.

For your needs:

• Use SuiteAnalytics Connect for direct data access.

• Configure Power BI Gateway to schedule automatic refreshes.

• Create SQL views in NetSuite to optimize performance on large datasets.

• Map custom records/fields through the schema browser or custom saved searches.

At Ledger Labs, we often help clients design a Power BI–NetSuite data model that’s optimized for real-time insights without overloading NetSuite’s API limits.

[smithjohn]

You can integrate Oracle NetSuite with Power BI through SuiteAnalytics Connect (ODBC/JDBC), which allows direct access to saved searches and custom fields. For automated refreshes, set up the Power BI Gateway or cloud-based scheduling, depending on where your data is hosted.

To improve performance, pre-filter and aggregate data in NetSuite before importing to Power BI. For custom records, you may need to adjust the ODBC schema or use an integration tool like Celigo or Skyvia for cleaner mapping.

we often help clients streamline these integrations to ensure real-time analytics and accurate financial reporting across NetSuite and Power BI.

[GilbertHall]

If you need smooth Oracle‑NetSuite syncing into Power BI, be sure to account for rate limits and schema changes. I’ve used Skyvia as a connector + ETL option - made the setup much more reliable.

[v-sdhruv]

Hi @sharathvenna ,
Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please Accept it as a solution ' so other members can easily find it.
Thank You

[v-sdhruv]

Hi @sharathvenna ,
Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please Accept it as a solution ' so other members can easily find it.
Thank You

[v-sdhruv]

Hi @sharathvenna ,
Just wanted to check if you had the opportunity to review the suggestions provided?
Thank you @burakkaragoz  for your prompt response.
If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank You

[burakkaragoz · Accepted solution]

Hi @sharathvenna ,

Great questions! Here are some guidelines and resources for integrating Oracle NetSuite with Power BI:

1. Connect Power BI Directly to NetSuite:

   • Power BI does not have a native NetSuite connector. However, you can connect via third-party connectors (like CData, ZappySys, or Skyvia) or by using NetSuite’s ODBC/JDBC drivers.
   • Alternatively, you can expose NetSuite data via SuiteAnalytics ODBC or REST Web Services and connect Power BI using the ODBC connector or through web queries.

2. Schedule Automatic Data Refreshes:

   • If you use an ODBC or REST connection, you can set up scheduled refresh in Power BI Service (requires a gateway for on-premises connections).
   • Third-party connectors often have built-in scheduling and sync options, making refresh setup easier.

3. Optimize Query Performance for Large Datasets:

   • Limit the data you pull from NetSuite by filtering in your queries.
   • Import only necessary columns and rows.
   • Consider aggregating data before importing into Power BI.
   • If possible, use incremental refresh in Power BI for very large datasets.

4. Handle Custom Records/Fields in Reports:

   • Make sure your connector or API queries include custom records/fields.
   • For SuiteAnalytics, custom fields appear in the ODBC schema if they are exposed.
   • For REST API, use the correct endpoints and parameters to include custom fields in your queries.

References & Resources:

• NetSuite SuiteAnalytics ODBC Guide
• CData Power BI Connector for NetSuite
• Power BI: Connect to ODBC Data Source
• Incremental Refresh in Power BI

If you need example connection strings or a step-by-step setup for any of these methods, let me know!

If this helps, please consider giving kudos and marking this as a solution to help others in the community.

Thank you!
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