Analytics - How to Setup Web Data Source
Configuring Data Source Type and the Data tab
- Navigate to SuperSync Analytics > Data > Data Sources and select New.
- Enter a Name and select an option from the Data Source Type dropdown.
- If the Data Source Type selected is Saved Search, select from the Source Saved Search dropdown.
If the Data Source Type selected is Query File, select from the Query File dropdown.
If the Data Source Type selected is Query, enter the query in the Query field.
What are Direct Query Links
SuperSync Analytics now supports direct query links which can be used to pull data from NetSuite directly into PowerBI, embedded Excel sheets or a variety of other applications.
For PowerBI, this means that it is no longer necessary to push a CSV file into Sharepoint but instead, data can be refreshed directly out of NetSuite.
Setting Up Direct Query Links
To setup direct query links you will first need to generate a dedicated Token ID & Secret which is explained in the following article.
Generating Tokens & Secrets for Direct Queries
Once you have these, you can enable a direct query link on a new or existing Data Source by navigating to SuperSync Analytics > Data > Data Sources.
On the Data Source, enter an endpoint name. This should generally not contain any spaces or special characters but hyphens and underscores are generally okay. You can name it whatever you want but it must be unique across all data sources setup in the system.
After saving the record, a Direct Query Link will show up on the Data Source record:
CSV vs JSON Format Data
By default the data will be returned in a JSON format which is most useful for web applications and serves.
You can switch the Direct Query Link to return comma separated text values by adding a format parameter to the URL.
For example:
https://ssal.supersync.cloud?data=invoice-data&account=123456&format=csv
To add the parameter to the end of the URL, make sure to include the ampersand symbol: &format=csv
The article also covers JSON vs CSV formats. For large data sets, CSV formats may see a better performance in terms of speed as the result size is smaller.
Using Direct Data Links
Direct Query Links can be used in a variety of applications, including PowerBI and Microsoft excel and can also be tested for development purposes using services such as Postman. Separate articles exist to describe each method: