Green Belt: I) Deployment for NetSuite

Owned by Joni Girardi
Last updated: Oct 02, 2023
3 min read

Ordering DataSelf Analytics

Skip this step if the order has already been placed.

Assisted ordering: Contact your DataSelf sales rep, or call +1 888-910-9802 x1, or email sales@dataself.com.

Self-service ordering: Go to the following page and click the appropriate Order Now button.

https://www.dataself.com/pricing/

Once your DataSelf order has been completed, you’ll receive a DataSelf email with instructions within 1 business day. Contact support@dataself.com if you don’t receive it.

Granting DataSelf Data Extract Access to NetSuite

WIP

Cloud-to-Cloud Deployment

DataSelf cloud services will complete the cloud-to-cloud deployment once you have completed the steps above.

Wait until you receive a DataSelf email with your DataSelf Analytics Web Portal credentials. It might take hours do the initial data load if NetSuite has a large dataset.

Level 1 Testing

The Level 1 Testing checks if the data extraction process finished successfully and the overall row count per extracted table matches with NetSuite’s replicated table row counts.

Level 1 Testing

  • Install ETL+, preferably on a computer with a fixed public IP address. Click here for instructions.

  • Log to ETL+ and be sure you’re connected to the ETL+ entity associated to your deployment. If you only have one ETL+ entity available, this field is grayed out. Otherwise, select the correct entity.

  • For a tour of ETL+:

  • On the ETL page, click the top-right Log icon.

  • Scroll down on the log page and double-check that no table load failed, and the row count matches with the source tables in NetSuite. Following is an example highlighting two tables and their loaded row count.

Troubleshooting

  • Failed to load tables:

    • Most common: Check that the user assigned to DataSelf has OData rights to that particular data set.

    • Click Back from the Log page, on the ETL main page, select the failing table on the center panel, check that its SQL Statement on the right panel has correct information.

  • Tables with record count different than in NetSuite:

    • It might be just that many new records have been populated in NetSuite since the DataSelf data load. Reload the data. Click Back from the Log page, on the ETL main page, select the table with incorrect row cound on the center panel, right-click the table on the center panel again -> Load Now. This might take a while if the table has a large data set.

    • The user assigned to DataSelf might have access to limited data sets, such as only data from one Branch. Check the user’s security credentials.

More extensive testing will be covered during Green Belt Part III.

DataSelf Customer Web Portal - Tableau OEM

  • Visit https://dataselfbi.com, enter the credentials from the “Accessing DataSelf Analytics” email.

  • If promped, select the site associated to this client: usually the client’s name or its ETL+ entity.

  • Click Explore on the left panel → client entity on the center panel -> DataSelf Analytics vYYMM -> Home.

    • Explore different reports and dashboards by clicking the buttons on the home page, or via the tabs.

    • Popular tabs: Sales Performance, YoY, Slicer, AR High-Risk Debt Customers, GL Financials.

Mission accomplished!

You’ll learn how to customize reports and dashboards in the Green Belt Part II.

DataSelf Support

If you can’t perform any of the tasks above, please contact:

  • support@dataself.com

  • +1 888-910-9802 x2