Connecting NetSuite to PowerBI via Neon
Hi, I hope this is the correct place and format to post this, and thank you in advance for taking the time to read.
We use NetSuite as our ERP, and currently report in an incredibly manual way, using Excel. I have been tasked with modernising our reporting to reduce the significant amount of time colleagues spend manually refreshing these workbooks.
My boss is set on using PowerBI for the actual reporting, which I have some familiarity with, but my background is accountancy, not data, and so I have been struggling to get data out of NetSuite and into PowerBI in a complete and 'real-time' way that doesn't struggle with NetSuite's API restrictions.
My research has suggested that utilising a data warehouse to sit in between the two systems is the way to resolve this issue, and my boss has talked to her previous employer, who have spoken highly of Neon in this regard, and is therefore keen for me to use Neon.
My understanding is that I need to feed data from NetSuite to Neon, and then connect PowerBI to Neon. Can anyone point me in the right direction to the correct set up guide for this? I have trawled through various Neon docs nad have so far either failed to find the correct article, or failed to understand that I have actually found the correct article.
Any help anyone can provide will be greatly appreciated. If I have got any assumptions wrong, I am all ears, and if the answer is that I need to bring another party on board to implement this on my behalf then, I understand and would be keen to explore this avenue further too.
Best wishes, Seán
2 Replies
stormy-gold•3w ago
Hey!
If you're querying your data a lot, then yes put a Postgres database in the middle so Power BI isn’t hammering NetSuite on every refresh. I think Neon works well for this because of scale-to-zero so you aren't paying for the database when you aren't using it. You can connect Power BI to it with these docs here : https://learn.microsoft.com/en-us/power-query/connectors/postgresql
I don't have any experience connecting NetSuite to Postgres, however, a quick search shows a lot of managed services. These will most likely be your easiest way out, though you should watch for costs.
Power Query PostgreSQL connector - Power Query
Provides basic information, prerequisites, and instructions on how to connect to your database, along with native query folding instructions and troubleshooting tips.
fair-roseOP•3w ago
@Sam very much appreciated! Thanks so much for your response! I will investigate the links you have shared now!