Tips and Tricks for NimbusDash
The information below can be used as a helpful guide to using NimbusDash in your environment.
Setup and Permissions
- Currently, NimbusDash supports only the MM/DD/YYYY date format during the initial Beta release program. Support for other date formats will be added before approaching the full release date in April 2025.
- To change your personal date format in NetSuite, navigate to Home –> Set Preferences on the NetSuite main menu bar. Under the Formatting section, change the Date Format to M/D/YYYY
- NimbusDash will be available to all users by default. The permissions for dashboards are as follows:
- Administrators can view, create, edit, and save any dashboard
- Non-Administrators can view, create, edit, and save dashboards that they are the Owner of. They can view all other dashboards where they have access to the underlying data (saved search or NimbusQL query)
- Support will be added for permissions on individual dashboards in the near future
- Users must have access to the saved search to be able to view that search data in NimbusDash. This can be managed through normal NetSuite search permissions, where either the user’s role is added to the Audience or the search is marked as Public.
Data Sources
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- As in any system dealing with data, the less data the system has to process, the faster it will be. Since the dashboarding functionality is largely focused on charting and visualizations, pre-aggregating data to reduce the total row count can be helpful.
- This can be done by applying grouping and aggregation in your saved searches and queries
- The scripts that retrieve data from saved searches pull data 1,000 rows per server call.
- The scripts that retrieve data from NimbusQL pull data 5,000 rows per server call.
- Add column labels/aliases in your saved searches and NimbusQL queries if you want to use a different label than NetSuite provides
- Make saved searches public when there isn’t a need for data restriction to avoid issues with dashboard permissions
- For users familiar with SQL, NimbusQL provides limitless options for creating datasets. In addition, data can be pulled 5,000 rows per call, leading to quicker dashboard load times. If you do not have NimbusQL currently, follow the installation instructions here
- During the NimbusDash Beta release period, data is retrieved real-time upon page load. In the future, there will be options for using cached data, which can improve load times for some of the larger data sets
- As in any system dealing with data, the less data the system has to process, the faster it will be. Since the dashboarding functionality is largely focused on charting and visualizations, pre-aggregating data to reduce the total row count can be helpful.