Thursday, February 28, 2019

Access ODBC Views for Specified Account via MS Excel


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MS Excel can be used to connect to NetSuite ODBC interface:

  1. Open a new sheet in Excel.
  2. Navigate to Data > From Other Sources > From Data Connection Wizard
  3. Choose ODBC DSN, click Next
  4. Choose NetSuite.com, click Next
  5. In the login dialog, enter NS email and password
  6. Wait for the dialog box where the database and tables can be selected. Uncheck the checkbox "Connect to specific table" to select multiple tables
  7. Follow other dialogs to complete the report

This feature is available in MS Excel 2010 and newer.

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