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How to Integrate Oracle NetSuite with Power BI and Add Planning Capabilities

Here is how you can connect Oracle NetSuite to Microsoft Power BI Desktop with planning & write-back features.

Power BI offers unparalleled features for analysis and visualization. In this post, we have explained the quickest way for connecting Power BI to Oracle NetSuite and how you can add comprehensive planning and budgeting.

Step By Step Process: How to Connect Oracle NetSuite with Power BI

  1. Create a free trial account at Acterys Trial
  2. After your account has been set up, click on the “Integration” menu and go to the “Oracle NetSuite” section:
Connect to Oracle NetSuite

3. Click on “Add” and enter your authentication details:

4. Following that Acterys will create a data warehouse tables with all Oracle NetSuite data selected in an optimal format for analysis that is also write enabled. Users can for example edit dimensions and map accounts or create planning and simulation models as required in either the Acterys Modeller in the browser or using the 8 Acterys Power BI visuals

5. With the Acterys Power BI App For NetSuite, you immediately have a very comprehensive, fully editable Power BI report template or you can just connect with a normal Azure/SQL Server connection, add the tables that you need and immediately start your analyses and planning based an optimal data warehouse format:

 Oracle NetSuite Power BI Template

6. Now you can use all planning and collaboration features through this Power BI NetSuite integration and using Acterys Visuals: Business Apps – Microsoft AppSource

Here are a few samples:

Data entry on any level, relative/absolute, comments, conditional formatting
Matrix data entry on any level, relative/absolute, comments, conditional formatting
Acterys Table Edit visual new features
Acterys Table Edit to edit master data records
Acterys Gantt Power BI Visual
Acterys Gantt Power BI Visual for project and task management directly in Power BIThe Power BI NetSuite integration through Acterys Apps allows you to integrate metadata information to identify data fields, numerical data, location, date/time data for meaningful visualizations, charts, and reports. We hope this post was helpful and you are now aware of how you can easily connect Power BI with NetSuite CRM & ERP data for up-to-date visual analysis, reporting, and planning.