How to Connect Power BI to Gurus BI for NetSuite

 

Looking to utilize Power BI within your NetSuite Dashboard? Here is how to integrate Microsoft Power BI with Oracle NetSuite.

First, log in to your Microsoft Power BI account and select the report you would like to share within NetSuite.

Once in the report:

  • Go to the Share menu option.
  • Click Copy Link.
  • Paste that URL into your Notepad.

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Go back to the same report:

  • Go to File.
  • Select Publish to Web.
  • Copy the Link you can send in email.
  • Go back to your Notepad and paste the URL.

Once that is complete, log in to your NetSuite account.

Note: In your NetSuite account, you should already have GURUS Business Intelligence, a BI tool specifically designed for data visualization and reporting with both NetSuite and non-NetSuite data.

  • Go to GURUS BI.
  • Navigate to GURUS BI Configuration > GURUS BI Reports.
  • Select New.
  • Name your report.
  • Return to your Notepad and select the Share Link URL.
  • Copy and paste it into the Report URL field.

Back to your Notepad:

  • Select your Public Web URL.
  • Copy and paste it into the Report Embed URL field.

As a final step:

  • Select a Role — either a specific Audience or All Roles.
  • Save your report.

Once your report is saved:

  • Go to your GURUS BI dashboard.
  • Under Personalize, select a Custom Portlet to drag and drop.
  • Select the ellipsis in the upper-right corner of the portlet and click Setup.
  • Ensure that GURUS Business Intelligence Portlet is selected under Source, then save.
  • Return to the same portlet and select Edit.
  • Under GURUS BI Report, search for and select your report.
  • Save.

You can now access and interact with a Microsoft Power BI report directly inside your Oracle NetSuite solution.

FAQ on Connecting Power BI to NetSuite with GURUS BI

Q: How do I embed a Power BI report inside NetSuite?

A: You generate two URLs from Power BI (Share Link and Publish to Web), then add them to a new report configuration inside GURUS BI. Once saved, the report can be displayed through a custom portlet on your NetSuite dashboard.

Q: Do I need GURUS BI installed before connecting Power BI?

A: Yes. GURUS BI is required to securely embed and interact with Power BI reports inside NetSuite. Without it, Power BI reports cannot be displayed natively within the dashboard.

Q: Is the Power BI report interactive once embedded?

A: Yes. Users can filter, drill down, and interact with Power BI visuals directly inside NetSuite as long as the report supports those interactions in Power BI.

Q: Can I restrict who sees the embedded Power BI report?

A: Yes. During setup, you assign access by selecting a specific Audience or enabling All Roles. Access adheres to your NetSuite role-based permissions.

Q: Do I need a Power BI Pro license?

A: A Power BI Pro (or Premium Per User) license is typically required to generate shareable report links and manage embedded content.