NetSuite Analytics Warehouse (NSAW) is a powerful tool for data analysis, providing comprehensive insights into your business operations. One of the key features that make NSAW so effective is its drilldown capability.
What is a Drilldown?
Think of a drilldown as a way to zoom in on your data. Imagine you have a summary report that shows overall sales for the month. With a drilldown, you can click on the total sales figure and see all the individual sales transactions that make up that total.
Why Use Drilldown?
Clearer Insights
Drilldown lets you see the details behind the numbers, helping you understand what’s really happening in your business.
Spot Problems Quickly
If something doesn’t look right in your summary, you can drill down to find the exact transactions causing the issue.
Make Better Decisions
With detailed information at your fingertips, you can make more informed decisions and spot opportunities for improvement.
How to Use Drilldown in NSAW
Let's take a practical example to understand how to use the drilldown feature in NetSuite SuiteAnalytics Warehouse (NSAW). Consider the summary report shown in the image, which displays various account types, account names, and their respective credits and debits across different years.
Objective
We want to drill down into the credit and debit amount and see the specific invoices related to this figure and then be able to access the NetSuite related records.
Step 1 - Create the Detailed Report
Create a New Canvas
Navigate to the reporting section and create a new canvas
This canvas will be used to display detailed data (e.g. invoices)
Add Fields to the Detailed Report
Include fields like Invoice Number, Invoice Date, Customer Name, Invoice Amount, etc.
Save the Detailed Report
Save the canvas with a relevant name, such as "Invoice Breakdown"
Step 2 - Set Up Data Actions on the Main Canvas
Open the Main Canvas
Go to the main canvas that contains the summary report
Access Data Actions
Click the three dots in the top right corner of the main canvas to open the menu
Select "Data Actions"
Create Data Action
Click the plus (+) icon to add a new data action
Set up the data action as follows:
Name: Give it a meaningful name, such as "Drill Down Revenue - Invoice."
Type: Select "Analytics Link."
Anchor To: Choose the field you want to drill down from, e.g., "Customer Company Name."
Target: Select "This Workbook."
Canvas Link: Choose the canvas you created for the detailed report, e.g., "Invoice Breakdown."
Pass Values: Select the relevant fields to pass values between reports, such as Customer Name, Year, and Month.
Enable Multi-Selection (Optional)
If you want to allow multiple selections, toggle "Supports Multiple Selection" to "On"
Save the Data Action
Save your settings
Step 3 - Create the Third Layer to Access NetSuite Invoice Records
To enable the final drilldown that opens the NetSuite invoice record, follow these steps:
Open the Data Actions Menu
On your main canvas, click the three dots in the top right corner and select "Data Actions"
Create a New Data Action
Click the plus (+) icon to add a new data action
Set up the data action as follows:
Name: Enter a meaningful name, such as "Access NetSuite Invoice"
Type: Select "URL Navigation"
Anchor To: Choose the field that contains the unique identifier for the invoice, such as "Customer Invoice Internal Number"
URL: Enter the NetSuite URL for accessing the invoice record, including the dynamic parameter. Use the following format:
https://youraccount.app.netsuite.com/app/accounting/transactions/custinvc.nl?id=${valuesForColumn:Customer Invoice Internal Identifier}&whence=
Replace the account with your actual NetSuite account ID
Configure Additional Settings
Supports Multiple Selection: Typically, this should be set to "Off" unless you need to open multiple records at once
Open In: Choose "Auto" or specify if you want the link to open in a new window or tab
Save the Data Action
Click "OK" to save your new data action
Final Step - Test the Drilldown Feature
After setting up the drilldown and URL navigation actions, it's crucial to test the functionality to ensure everything works correctly. Follow these steps:
Open the Summary Report
Navigate to the main canvas with your summary report.
Select the Cell to Drill Down
Find the summary figure you want to drill down into. For example, the "Accounts Receivable: Trade Receivables" credit for 2023.
Right-Click or Use the Context Menu
Right-click on the cell or click the three dots in the top right corner of the cell to open the context menu.
Choose the Drilldown Option
From the context menu, select the drilldown action you named earlier (e.g., "Drill Down Revenue - Invoice")
Verify the Detailed Report
Ensure that the detailed report opens, showing the specific records related to the summary figure.
Test URL Navigation
In the detailed report, find the field linked to the URL navigation (e.g., the invoice ID).
Click on the field to test if it opens the corresponding NetSuite record.
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