How to combine and join tables from your Netsuite data

Here's how to use the How to combine and join tables from your Netsuite data

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What is NetSuite?

NetSuite is a comprehensive cloud-based business management platform that helps organizations streamline their operations through integrated ERP, CRM, and e-commerce capabilities. As a leading solution for businesses of all sizes, NetSuite provides real-time visibility into various aspects of operations, including financial management, inventory, and customer relationships. The platform's robust architecture makes it an ideal source for valuable business data that can be leveraged for analysis and decision-making.

Why would you want to combine and join tables from your NetSuite data?

Combining and joining tables from NetSuite data allows you to create more comprehensive and insightful analyses by connecting related information from different areas of your business operations.

  • Create unified views of customer data by combining transaction history with account details
  • Generate detailed financial reports by joining revenue data with expense information
  • Build comprehensive inventory analyses by connecting product data with sales records
  • Develop custom reports that aren't available in NetSuite's standard reporting
  • Track performance metrics across different departments by joining related data sets

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How to use NetSuite with Parabola

Parabola's NetSuite integration allows you to seamlessly import and transform your business data without any coding required.

  • Automatically sync NetSuite data on a scheduled basis
  • Transform complex NetSuite data structures into actionable formats
  • Combine NetSuite information with other data sources for comprehensive analysis

Retrieving data from NetSuite

Before you can begin finding and replacing values, you'll need to pull your data from NetSuite into Parabola. The process starts with the Pull from NetSuite step, which connects directly to your NetSuite saved searches and brings your data into your Flow.

Key features

  • Connect to any saved search in NetSuite
  • Pull real-time data updates
  • Filter data at the source
  • Support for all NetSuite record types

How to use

  1. Add the Pull from NetSuite step to your Flow
  2. Connect your NetSuite account
  3. Select the saved search you want to use
  4. Configure any additional filters or parameters
  5. Run the step to preview your data

Combine tables

The Combine tables step in Parabola allows you to merge data sets from different sources based on matching columns. This powerful feature enables you to create comprehensive views of your business data and perform advanced analytics – mirroring the functionality of a vlookup in Excel.

Key features

  • Multiple joining methods (inner, left, right, full outer)
  • Column matching flexibility
  • Automatic data type handling
  • Duplicate handling options

How to use

  1. Add the Combine tables step to your Flow
  2. Connect the two datasets you'd like to join to the Combine tables step
  3. Choose the join type
  4. Map the matching columns
  5. Specify whether you'd like to match where any values match or all values
  6. Update results to preview the output and make edits as necessary

Practical use cases and examples

NetSuite data combinations can unlock powerful insights across various business functions. Here are some common scenarios where combining tables can provide valuable business intelligence.

Customer profitability analysis

Combine customer transaction data with support ticket information to create a comprehensive view of customer profitability. This joined data can reveal insights about which customers require more resources and how that correlates with their revenue contribution.

Inventory optimization

Join inventory levels with sales history and supplier data to create a complete picture of your supply chain. This combination helps identify optimal reorder points and potential supply chain bottlenecks.

Sales performance tracking

Merge sales transaction data with employee records and commission structures to create detailed sales performance reports. This joined data provides insights into individual and team performance metrics.

By leveraging Parabola's powerful combination capabilities with NetSuite data, you can create sophisticated analyses that drive better business decisions. The visual nature of Parabola's Flow building makes it accessible to users of all technical levels, while still providing the flexibility to handle complex data transformations.