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Adaptive Planning
Last Updated: 2024-10-11
Reference: Drill Through NetSuite

Reference: Drill Through NetSuite

NetSuite data can contribute to the values in various accounts. You set up NetSuite data in the integration area of your model. When you drill through NetSuite, you open either of these reports:
  • NetSuite P&L Detail
  • Balance Sheet Detail
The report that opens depends on the NetSuite account that the data maps to. If you aren't signed in to NetSuite, we display a sign-in prompt.
Each area of your model uses different methods to drill through NetSuite and has different requirements.
Model Area
Drill Through Methods
Requirements
All Areas
No universal methods.
  • Your administrator configures drill through to NetSuite.
  • Access to the
    Drill Into NetSuite Imported Numbers
     permission.
  • Use general ledger accounts and accounts that link to general ledger accounts.
  • Use actuals data derived from the NetSuite data.
  • Use leaf levels for NetSuite external systems.
  • Use leaf levels or rollup levels for NetSuite Basic.
Sheets
  • Right-click a cell and select
    Drill into NetSuite
    .
  • Right-click a cell and select
    Explore Cell
    Drill into NetSuite
    .
No additional requirements.
Web Reports and OfficeConnect Reports
  • Right-click a cell and select
    Drill into NetSuite
    .
  • Right-click a cell and select
    Explore Cell
    Drill into NetSuite
    .
For matrix reports, select the
Allow drill down
 check box when you edit the report.
Dashboard Charts
Click a data point and select
Explore Data
Drill into NetSuite
.
No additional requirements.