Steps: Set Up NetSuite Data Sources

Go to
Integration > Design Integrations
.
Expand the
Data Sources
folder in the
Component Library
.
The NetSuite data source is licensed separately. If you do not see this adapter within the list of data sources, open a case in the Workday Customer Center.
Click the
NetSuite Data Source
.
The center area of the screen displays your new data source's settings and other information.
Enter the data source's information:
Enable token-based authentication (TBA):
Checked by default when you update to the latest NetSuite version. Requires selecting a NetSuite Credential that contains a
Consumer Key, Consumer Secret, Token Id,
and
Token Secret
generated by a NetSuite Admin in the NetSuite UI.
Credential:
Select the NetSuite Credential that contains a
Consumer Key, Consumer Secret, Token Id,
and
Token Secret
generated by a NetSuite Admin in the NetSuite UI. For how to set up a NetSuite Credential, go here.
Account Time Zone
: Select the appropriate time zone for the account from the drop-down list. (The timezone you select here must be the same one used within the NetSuite user interface for this user account. In NetSuite, go to
Home > Set Preferences > Localization
.)
Backfill Batch Duration
: Select the duration for the backfill batch. The default is one week (168 hours). This value is the number of hours of data extracted during a single update pass on a differentially-imported NetSuite table. This lets you set chunking for the scheduler to maintain a balance between large and small batch jobs. Lower this if you have very large amounts of NetSuite data. The smaller the value, the more backfill loops are required for a given calendar period.
The specific value you enter is highly dependent on a number of site-specific variables, such as the size of jobs, ratio small vs. large jobs, turnaround time, and system resources.
Log Level:
Select a log level from the drop-down list to specify the detail for the logging for this data source. Your options are:
Error
: Only logs serious errors.
Info
: Logs all basic information, such as when the data source was updated.
Verbose
: Provides very detailed information about all phases and actions. (This level is used primarily for debugging or auditing, as it may produce more log information than is practical for typical use.)
Click
Save
on the Actions menu.

Import Structure from NetSuite Data Sources

Click
Import structure
in the
Actions
menu. The tables and columns appear in the
Data Components
menu.

Adding Tables to a NetSuite Data Source

Expand the entry for the data source in the
Data Components
menu.
Each table appears as a separate item.
Drag and drop the tables you want to import to the Tables to Import section in the center of the screen.
As you drag each table to the Tables to Import section, a tab appears for the table and information appears in the Tables to Import section, letting you see the type of information you added. Each table's tab also has a drop-down menu you can access by clicking the arrow next to its name.

Managing Columns

Click the arrow on the tab to the right of the table name.
Click Manage Columns on the floating menu.
Check the box next to a column to import it.
When you check a column, the column also appears within the preview window after the popup contents are saved. Unchecking a column removes the column from the preview window.
You can't change the import status on system-generated fields such as isDeleted.
You can change the import status on individual columns by:
Selecting column properties and setting the property.
Dragging and dropping the columns onto the designer.

Customizing the Tables

Click the arrow on the tab to the right of the table name.
Click
Table Settings
on the floating menu.
Enter the table settings:
Data Import Mode:
There is only one option in the drop-down list:
Data source to automatically select the best synchronization approach:
This is the default. The data source examines NetSuite and automatically uses the best way to synchronize data in the staging area with the information in the NetSuite. (Some tables are read in their entirety each time while others use differential updating.)
Data Import Filter:
Use this to enter a SQL expression that filters or formats information being imported. The SQL filter is applied before data is extracted from NetSuite to reduce the amount of data that needs to be imported, giving you an additional level of control for which data is brought into the staging area. Click the field to display the Edit SQL Expression dialog box. (the filter you enter here is applied to the actual data in NetSuite rather than the preview data in the staging area.) Not all data sources support the same level of SQL filtering capability.
Period Parameter:
The NetSuite tables
PostingTransactionBalance
and
PostingTransactionSummary
import by default and require configuring a period parameter before import. If you choose to import the
ConsolidatedExchangeRate
or
BudgetExchangeRate
tables, they also require configuring a period parameter. If a period parameter is not configured for these tables, the import will fail with the message:
Required parameter is not configured
NetSuite has a very limited, non-SQL filtering capability. Only very simple expressions are supported.
Click
Apply
to apply the settings.
Repeat steps 1-3 for each table.
Click
Save
to save the settings in the data source.

Setting Column Options

Creating Subquery Columns

Expand the Custom Column folder in the data source in the Data Components menu.
Drag and drop the Subquery Column component to the Tables to Import section in the center of the screen.
Enter the column settings:
Name:
Enter the name for the subquery column:
Column Type:
This display-only field identifies this as a boolean column.
Related Table:
Select a related table to use for comparison.
Join Expression:
Click this field to enter a join condition. The Edit SQL Join Expression dialog box appears. (More information on creating SQL joins appears in Steps: Add SQL Join Tables and Columns.)
Join Value Rule:
Select one of the SQL join value options from the drop-down list: Exists, Does Not Exist, Sum, Count, Min, or Max.
Click
Apply
to apply the settings.
Click
Save
to save the settings in the data source.

Downloading Data from a Staging Table

Click the down arrow in a table heading in the Tables to Import section.
Select
Download Data.
Click
Send
at the prompt
This operation will send an email with a url to download the data
.
Integration sends an email containing a URL to the email account associated with the data designer.
Open the email and click the URL. The data downloads in .csv format.

Using the Advanced Filter

Distinct Rows:
Check this box to hide duplicate rows.
Max Rows:
Limit the number of rows displayed in the preview area by entering a number in the text box.
Columns:
Check or uncheck columns in this drop-down menu to show or hide the columns displayed.

SQL Filter:
Click the large text box to display the Edit SQL Expression dialog box, where you can enter a SQL filter to restrict the rows being previewed. Click Apply to automatically check the SQL syntax of the filter. (If there are any errors, the error is indicated in the expression.) The expression you entered appears in the Data Import Filter field. For detailed SQL syntax help, you can click here in the Notes section. NetSuite has a very limited, non-SQL filtering capability. Only very simple expressions are supported.

Importing Data from NetSuite

Click
Import data
in the Actions menu. The selected data is filtered by any SQL expressions and loaded into the staging area. You can preview the data in the staging area.

Click
Clear staging tables
in the Actions menu. The staging area for all the tables in the data source is cleared.

Importing NetSuite Saved Searches

Click
Manage Saved Searches
in the Actions menu.
In the
Manage Saved Searches
dialog, click the actions button below the navigation tree and select Add Saved Search, or right-click on the saved searches folder and select Add Saved Search. Give the Saved Search a Name.
Select the
NetSuite Record Type
.
Select the
NetSuite Saved Search
.
Click
Apply
.

In the Managed Saved Searches dialog, click a Saved Search you previously created to select it.
Click the actions button below the navigation tree and select
Import structure
in the Actions Menu, or right-click on the saved search and select
Import structure
.
After the import Saved Search structure succeeds, close the Managed Saved Searches dialog.
The staging area will display a tab for each saved search structure you imported.

In the staging area, click the arrow icon in the tab for a table of your NetSuite Saved Search.
Select
Table settings
from the dropdown.
Two options are available:
All records replaced each time a data import is run:
This is the default. This replaces all data when the import is run.
All records that fall within a period range transmitted:
This allows you to select a period range using a parameter, then choose a Saved Search table's datetime column the parameter applies to. You can click
Edit parameters
within this dialog to create a period range parameter to use. If you choose to import a period range, you must set a period parameter or the import will fail.
Click
Apply
Click
Save
in the Actions panel

In the Actions panel click
Import Data
.
The NetSuite Saved Search data imports to the Staging area.

Click
Managed Saved Searches
in the Actions pane.
Right-click on the saved search in the Managed Saved Searches and select
Delete
. The saved search is removed from the Manage Saved Searches dialog list, but its structure will remain in the Data Components pane and the Staging area until Import Structure is run again.

Select NetSuite File Cabinet Files For Import

Drill-through from

Adaptive Planning

Back to NetSuite

High-level Steps for Enabling Drill Through from Planning to NetSuite

Before getting started, ensure the Enhanced bundle-based drill-through checkbox is checked within Planning's

Integration > NetSuite Setup

menu.

Configure a NetSuiteExternal System, which defines the dimensional mapping.

Make the data source adjustments required for the defined dimensional mappings.

If you have multiple NetSuite categories mapped into the same Planning Dimension, revisit the NetSuite Data Source to add a tuple SQL column for a many-to-one mapping of the columns.
Click the
Adaptive Posting Transaction Summary
table within Tables to Import.
Select
Manage Columns
in the dropdown for
Adaptive Posting Transaction Summary
.
Enable
AccountInternalId
.
Enable the
InternalIds
for the other dimensions you plan to drill by.
Save the data source.

Make the loader adjustments required by using the data source adjustments for the dimensional mapping.

Once the Netsuite Data Source settings above are complete, configure a Planning Data Loader to import NetSuite actuals data.
Link a Profile to the External System you configured in the Configure a NetSuite External System step.
Attach this profile to the Planning Loader.
Click the
Column Mapping
tab.
For the Account row:
In the
Source Id
column select the
accountInternalId
column from your source table.
In the
Source Display Name
column select the display name.
Repeat the step above for each of the other standard dimensions that you want to drill by.
Save the loader

With all of those steps completed you should now be able to drill.