FreshBI

View Original

Quick Reports: Xero to Power BI

The objective of this blog

To give you the tools and the skills to connect to Xero Accounting from the Power BI Desktop and to have immediate access to the categorized data that drives each of the built-in reports in Xero.

What you need to get started

To get quick immediate access to the data that drives the Xero Reports and push them into Power BI, you’ll need 3 tools:

Power BI Desktop: Download here>>

‘Quick Reports’ Power BI Custom Connector for Xero AND Power BI Quick Reports Template for Xero: Purchase and Download both here>>


Features of the ‘Quick Reports’ Power BI Custom Connector for Xero

Custom Measures:

Sometimes you just need to report on YOUR financials YOUR way. By using this Custom Connector, you can leverage all the Power of PowerBI! This means custom measures, custom columns and custom relationships.

Direct Integrations:

This custom connector allows you to integrate your Xero data with ANY other dataset. No more warehousing, no more refresh latency and no more canned reporting. You integrate with your data. All of your data.

Consolidations:

A.. feature.. of the Xero authentication process is that multi company Xero Consolidations is possible. If you have ONE account connected to multiple Xero entities, you can combine them all together for comprehensive consolidated reporting.

Scheduled Refresh:

No more manual refreshes. Get on-time refresh cycles and automatic failure notifications straight to your inbox. Configure your gateway one time and let itrefresh for you behind the scenes. Set it and forget it.


List of Reports Available to You

Below is a list of the reports that reside in Xero Accounting that are exposed in Power BI through the use of this ‘Quick Reports’ Power BI Custom Connector for Xero. The reports below represent the data-sets that drive all the reports in Xero Accounting and therefore present you with the opportunity to use these data-sets for a variety of Power BI Dashboards.

Click on the reports below to view the data structures that will be exposed to you in Power BI when using the ‘Quick Reports’ Power BI Custom Connector for Xero.

Balance Sheet

Bank Summary

Budget Summary

Executive Summary

Profit And LossTrial Balance


Our Latest Blogs

See this gallery in the original post

About FreshBI

Based in Canada, South Africa and in the United Kingdom, we have helped hundreds of businesses achieve excellence & success through business intelligence.

Power BI runs in our blood, and we are ready to take your business to next level.

See this social icon list in the original post