Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Whilst I know of the Xero Content Pack, available through the web service - I cannot find a way to connect to Xero data from the PowerBI desktop application.
Does anyone have any ideas on how to achieve this?
Thank you,
Ryan.
hi @jllau84 the Xero app only works from the Power BI Service and can't be edited in Power BI Desktop. You have limited editing options on the Power BI service but for example can't add all the other sources to the report that you normally have in the Desktop. Acterys is a paid service at a reasonably price of $49 per entity (with quantity discounts for advisors and entities >10). The app works with either Power BI Pro or Premium in the same way as described above.
Martin
Planning With Power BI -> https://www.acterys.com
Hey Martin,
I disagree with you. I am consulting to few business's where I have created Visual dashboards linking Xero data directly with Power BI Desktop. Reports that take days to prepare, I have automated, reducing business cost.
The three issues you have implied are not relevant for SME's. I would agree for corporations but not small business such as business's that use Xero. I know this because I have not encountered the 3 issues you have implied.
I have created bespoke dashboards in Power BI desktop without having any issues with the allowed API's calls per day limitations. In addition consolidation of the few organisations in power BI desktop is doable using the tools provided in the Power BI Desktop such as DAX and calculated measures. Power BI Desktop is built to gather data from many different sources, mash up the data using the Power BI desktop tools to create visual business insights. The Desktop product is amazing once you understand the basics.
There is no need to complicate the process by introducing another loop such as Clear Jelly, especially for SME's. In addition what you are sugggesting will increase the cost to develop the dashboards and is taking a step backwards in terms of technology advancement.
Elizabeth Tachjian CPA B.BUS
Business Intelligence Developer
Analytics Realtime
elizabeth@analyticsrealtime.coma.u
Hi Marin,
I am sorry you are feeling agitated by my success in creating visuals without the need to use clearjelly.
I am not sure which website you are referring to since my website does not have any spelling errrors.
The Xero organisations I deal with are of various sizes and none of them are grocer stores.
Warm Regards
Elizabeth Tachjian CPA B.BUS
BUSINESS INTELLIGENCE DEVELOPER
ANALYTICS REALTIME
Deliver more for less in a digital age environment.
61 417 457 054
Suite 749, 585 Little Collins Street
Melbourne VIC 3000
Elizabeth,
I am not "agitated" but interested (and admittedly sceptical) in regards to the details of your approach for which so far, you haven't provided any details. Your "web site" is an under construction page. Your answer that your focus is on your "success in creating visuals" shows me that your and our respective focus and services are different.
I am still very interested to see details of your approach and potentially be proven wrong. Details of our solution are openly available. Show us yours!
Martin
Hi Elizabeth,
How you link your PowerBI Desktop to XERO?
Hi,
I have worked out how to connect Power BI Desktop to Xero to create customised dashboards.
For clear instructions on how, send me an e-mail and I will forward you the instructions. 30 minutes is all you need to get started.
Elizabeth Tachjian
Analytics Realtime
elizabeth@analyticsrealtime.com.au
hi elizabeth
can you please shae me the steps i sent you email
or can you send me the instructions to moataz-ahmed1988@hotmail.com
thanks
Hi Lau,
I connected to Xero using a Cdata ODBC driver. In the Power BI desktop there is an option to get data via ODBC.
Cheers
Elizabeth@analyticsrealtime.com.au
Hi,
Are you in Australia?
Cheers
Elizabeth Tachjian.
Hi Elizabeth,
I am not from Australia.
Now in Brunei.
Hi,
Are you able to send me a e-mail to elizabeth@analyticsrealtime.com.au.
Cheers
Elizabeth
Hi All,
I have worked out how to connect Power BI Desktop to Xero to create customised dashboards.
I have bypassed the limitations of the Xero app / Content pack and
I created a direct connection from Xero to Power BI.
Xero and Power BI work seamlessly together. 30 minutes is all you need to get started.
For free clear instructions on how, refer to blog page on analyticsrealtime.com.au.
Follow step by step for the connection to work.
Elizabeth Tachjian
Analytics Realtime
elizabeth@analyticsrealtime.com.au
61 417457054
Hi @raldred,
My company (www.managility.co) specialises in professional business intelligence solutions for Xero. The Acterys Connector for Xero enable you to access your Xero data with Power Desktop.
As opposed to direct access via the API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements.
If you have further questions please feel free to contact me.
Martin
Planning with Power BI? -> www.Acterys.com
Hi,
Does clearjelly transfer all data to excel then excel is connected to Power Bi desktop? Or does ClearJelly have a direct connection with Power BI.
Cheers
Elizabeth
Hi Elizabeth,
Acterys (formerly Clear Jelly) maintains a copy of your Xero data as a cloud based data model optimized for analytics with all relationships and relevant financial measures. This model gets automatically updated or manually refreshed by the user when new data is available in Xero.
As opposed to direct access via the API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements.
Quickbooks (a system that Acterys supports as well - an alternative to Xero) attempts that with a Power BI connector to their system but because of the above mentioned limitations it just doesn't work (extremely slow refresh etc.) . I am happy to take opinions here but I really think there is no alternative to having a proper data model approach for financial applications. In Acterys that only takes a click and avoids paying expensive consultants to build a model for them that typically takes extensive time and investment.
Martin
Hey Martin,
I hope you are looking forward to the New Year and had a fabulous Christmas.
Thank you for the information below. I will give Clear Jelly a test.
Re lost of control of what the users will see...What do you mean by this because I am under the impression that what the user will see depends on permission scopes set-up. For example one permission scope is only to see dashboards the user has access to. I can also turn off ability to export data to excel.
Cheers
Elizabeth Tachjian
Hi Elizabeth,
What I mean by loss of control: you don't want users run reports on a "live" accounting system where transactions could be incomplete, not approved etc. (not to mention issues when you need to setup granular access (e.g.. users x can only access account y with tracking code z) which is likely very difficult/impossible with access through standard accounting system API's ) You want to be able to make results available for this particular point in time/ time range for which the data is approved for viewing in addition as database is used that supports RLS (row level security) you have then also the option to define access to lowest granularity.
Hi @raldred,
Currently, we are not able to connect to Xero from Power BI Desktop, an idea about this issue has been submitted in the Power BI ideas forum, please vote it in the following link.
https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7141465-connect-to-www-xero-com
Thanks,
Lydia Zhang
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
110 | |
94 | |
81 | |
66 | |
58 |
User | Count |
---|---|
150 | |
119 | |
104 | |
87 | |
67 |