Building custom APIs or ETL pipelines to connect NetSuite data to Tableau is complex, time-consuming, and requires ongoing maintenance that most teams can’t handle.
Here’s how to create a seamless NetSuite-Tableau connection using spreadsheets as an intelligent data bridge.
Skip the custom development with Coefficient
Coefficient eliminates the need for custom APIs by serving as an intermediary data layer between NetSuite and Tableau. Instead of building complex ETL pipelines, you extract NetSuite data into Google Sheets or Excel, then connect Tableau directly to these spreadsheets using native connectors.
How to make it work
Step 1. Set up your NetSuite data extraction in Coefficient.
Use Coefficient’s Records & Lists import to pull any NetSuite data you need – customers, transactions, items, or custom records. Select only the fields you need and apply filters to optimize performance. This bypasses NetSuite’s reporting bottlenecks entirely.
Step 2. Configure automated refresh schedules.
Set up hourly, daily, or weekly refresh schedules to maintain data freshness without manual intervention. Your spreadsheet becomes a live data source that updates automatically, eliminating the need for manual exports or complex pipeline maintenance.
Step 3. Connect Tableau to your Coefficient-powered spreadsheets.
Use Tableau’s native Google Sheets or Excel connectors to link directly to your data. Since Coefficient handles the NetSuite connection and data refresh, Tableau sees a standard spreadsheet data source that’s always current.
Step 4. Use SuiteQL for complex data requirements.
For advanced scenarios requiring joins and aggregations, leverage Coefficient’s SuiteQL Query feature. Write custom SQL-like queries that would typically require RESTlet scripting or custom development, all through Coefficient’s interface.
Start building better NetSuite dashboards today
This approach gives you the best of both worlds – NetSuite’s comprehensive data and Tableau’s powerful visualization capabilities without the technical overhead. Get started with Coefficient to connect your NetSuite data to Tableau in minutes, not months.