Choosing Data Sources
A NimbusDash dashboard starts with a data source. The data source controls which records and fields appear in the grid and which data is available for charts, saved views, highlighting rules, and exports.
Open A New Dashboard
Section titled “Open A New Dashboard”From the left-hand navigation bar, choose New Dashboard. NimbusDash opens a setup panel with Choose Data Source options.
You can choose one of two source types:
- Saved Search: Uses a NetSuite saved search you can access.
- NimbusQL: Uses a NimbusQL query, if NimbusQL is installed in the account.
Use A Saved Search
Section titled “Use A Saved Search”- Select Saved Search.
- Open Select a Saved Search.
- Search for and select the saved search you want to use.
- Click Next.
NimbusDash loads the saved search results into the grid. From there, you can filter, group, pivot, add charts, and save the dashboard.
If you click Next without selecting a valid saved search, NimbusDash shows Please select a valid saved search.
Use A NimbusQL Query
Section titled “Use A NimbusQL Query”- Select NimbusQL.
- Open Select a NimbusQL Query.
- Choose the query you want to use.
- Click Next.
NimbusDash loads the query results into the grid.
If NimbusQL is not installed, NimbusDash shows a message with a link to NimbusQL installation instructions. If the query list cannot be retrieved, NimbusDash shows Cannot retrieve the list of NimbusQL queries.
If you click Next without selecting a valid query, NimbusDash shows Please select a valid NimbusQL query.
What Happens After You Click Next
Section titled “What Happens After You Click Next”After a valid data source is selected, NimbusDash hides the setup panel and shows the dashboard workspace. The workspace includes the grid, top menu bar, and any chart widgets you add.
The selected data source stays attached to the dashboard when you save it. Users opening the saved dashboard later will see the same source, subject to their NetSuite permissions.
Choosing The Right Source
Section titled “Choosing The Right Source”Use Saved Search when the data already exists as a NetSuite saved search or when business users maintain the saved search definition in NetSuite.
Use NimbusQL when the dashboard needs a query-based dataset, calculated fields, or data relationships that are easier to express in NimbusQL.