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Xero to Power BI | Integrated Planning and Reporting | Acterys.SyncHub and Xero
We use cookies to make your experience better. By using xero. To make smart, informed business decisions, you need rich, up-to-date, and accurate financial information. To complete the picture, understanding, communicating and sharing this information is just as important. Power BI is a business analytics tool, used to analyze data and share insights. Power BI enables you to monitor business performance and get answers quickly, with rich analytics available on every device.
Using Xero and Power BI makes this process easy. As an accountant or bookkeeper, you can now provide high value services with confidence to all of your clients, knowing the insights are current and accurate. With the Xero content pack for Power BI, you can see your data in a format that makes sense, and can analyze it with greater speed, efficiency, and understanding. You can create visualizations for the most commonly tracked small business metrics including cash position, revenue vs.
You can drill down more specifically to uncover insights like your best performing products or services, or see where your time is best spent, with important actionable items being presented front and centre.
Understanding who your best customers are, or finding out what products or services are in demand, are important cues that tell you a lot about your business, and are a great catalyst for business improvement. They get you thinking;. Why are they your best customer? What do they buy, and when do they buy it? Do I have lots of great customers, or does my business rely on only a few? And am I exposed as a result, or can I, and how do I, replicate them? These are all great questions that can be tackled by an accountant or bookkeeper.
And the information takes only seconds to present, segment, and surface, so you can better understand how your time and money is best spent to grow your business. What do you do when you start work for the day? Do you have a routine or process you follow? Action Items allow you, at a glance, to get a sense of where things are, and help you understand what things you can do in Xero to bring things up to date.
Action Items help you keep your accounting data up to date, so you maximize the value of real time information to impact your business. And get back to running your business, completely up to date. All of your critical business data in one place.
Enter and verify your email address, connect a Xero organisation to Power BI, which only takes a few clicks, and your first dashboard is available and ready to go. All the hard work is done, all you have to do now is sign up. If you have any questions or comments, please feel free to leave them below.
New Ultimate plan offers most comprehensive Xero package for small businesses. Xerocon Sydney: Xerocon returns to Australia. Xero's commitment to gender equality and fair pay for all. Xero and Capital One partner to help rewire the small business economy. Reporting - it just keeps getting better! Small businesses name Xero the most-loved accounting software for the second year in a row. If someone from support could contact me that would be fantastic.
Would love to use, but my work email apparently looks too much like a personal email and wont let me sign up. Craig — I have emailed you direct as per above message — hopefully we can get this rolling. Kylie Hi Kylie. Both links are in the blog above. Great update over the Beta, can we expect to see payroll data anytime soon? It leaves a huge hole in our data analysis. James, Glad to hear you like it! Good suggestion.
Awesome stuff — already use Power BI for a number of things and glad to see Xero providing support for it. Hi Craig, I cant seem to get it to work either. I have connected to my organisation but no figures are appearing. Thanks Ed Henry ed 5mc.
Hi Ed, I had the same issue. It takes quite a long time hours? Please let it run overnight and check it again in the morning. Regards, Peter. Hi Ed. Peter has kindly covered this off for me. Looks like you can sign in with that email address. Is that correct? Is it only available to outlook users?
Love the idea but also finding no data on dashboard after successfully connecting…any thoughts? Cheers, Will.
Not working for me either. No figures are coming through. Getting failed to publish dataset error. Hi Daniel. Please see my comments re the time it can take for some dashboards to populate. In regards to your credentials, are you having trouble signing into Power BI or connecting to Xero? Hi Craig, thanks for you reply. No, no data yet for xero, although I have a mailchimp dataset that is showing now.
It was just when I looked at the data source settings for the xero dataset it said the credentials were invalid. How did you get on? Mathew Hi Matthew. How are you getting on now? The Power Bi dashboard pulls through up to 1 year of data and the time taken to do so is therefore dependant on the amount of data in Xero.
While the initial sign up process is fast, for larger files it could take up to several minutes to happen. Hi Gary. Great suggestion. Great integration but no data coming through. Is it just a matter of waiting or is there something l should do or check. Hope you can help — Stuart. Please ignore this as the dataset is now populated. There must have been a lot of info to pull through.
Our other online datasets mailchimp and Google Analytics seem to update ok. Hi Michael. Thanks for posting. In the meantime, if you do experience refresh issues, you can manually refresh the data. Hi Marilyn. Yes, you can connect to multiple Xero files using the one login. From here you just connect to a different Xero file than you have previously. From here you follow the usual connection steps, select the Xero file etc. Hi Eric. Sorry about the delay. I was surprised not to find an option to report by tracking category on the trial balance table.
Am I missing something? Hi Martin, yes you do have the ability to report by tracking category. Hi Martin, Got ya. A great suggestion to add as a feature requests though. Manual Refresh seems to be working fine but not intuitive. In the Schedule Refresh section, i have put the credentials and it seems to authenticate fine. However the scheduled refresh keeps on failing:. Something went wrong. There was an error when processing the data in the dataset.
Invoiced and Microsoft Power BI and Xero Integration | Workflow Automation | Make.Microsoft Power BI and Xero Integration
What is a scenario? What is a module? What is mapping? How Make works Thousands of fast-scaling businesses create and automate on Make. How do I create advanced reports for Xero? With SyncHub, you can create any report you like. This is because unlike other reporting tools we give you access to your raw Xero data. If you don't already have a reporting tool, grab one of our recommended ones then use its standard Database Connector to connect to SyncHub and begin pulling down your data.
It does what is says on the tin! The connection process is simple, the documentation is good and the communication with the team has been first class. The Cafe Collective David Mule, Manager SyncHub has allowed us to see week-to-week exactly how much staff and product we need in our stores.
About Xero Visit the Xero website Xero is world-leading online accounting software built for small business. Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It's small business accounting software that's simple, smart and occasionally magical. With smart updates that only process the changes.
Watch How. Play Video. Serious Analytics For Xero Acterys provides you with a professional data model and ready made, fully editable interactive dashboards and reports in Power BI or Excel. Effective Xero Company Consolidation Acterys offers the quickest and most flexible way to implement management and statutory consolidation for unlimited Xero companies.
Customer Testimonials. Your email address will not be published. Save my name and email in this browser for the next time I post a comment. Find out why over 2 million subscribers locally and across the world trust Xero with their numbers. Posted by Craig Little. What is Power BI? Xero Content Pack With the Xero content pack for Power BI, you can see your data in a format that makes sense, and can analyze it with greater speed, efficiency, and understanding.
Using Power BI — Inventory Report Understanding who your best customers are, or finding out what products or services are in demand, are important cues that tell you a lot about your business, and are a great catalyst for business improvement. They get you thinking; Why are they your best customer? Popular this week. New Ultimate plan offers most comprehensive Xero package for small businesses by Rachael Powell 26 April Xero's commitment to gender equality and fair pay for all by Nicole Reid 2 March Xero and Capital One partner to help rewire the small business economy by 11 May Small businesses name Xero the most-loved accounting software for the second year in a row by Trent Innes 24 August Show all.
Love it, best update!!!! Would love to use, but my work email apparently looks too much like a personal email and wont let me sign up Reply. Where do we sign up? Both links are in the blog above Reply. It leaves a huge hole in our data analysis Reply. Great tool — but not data coming through Reply. Regards, Peter Reply. Hi Craig, can you see your figures this morning? Sorry, I meant Ed! Cheers, Will Reply. Getting failed to publish dataset error Reply.
It says my credentials are invalid, but then how did I authorise it? Peta Kylie Rachel Hi. Chris Will Hi. Hope you can help — Stuart Reply. Like some of the others above it took a while before the dataset was populated.
Michael Reply. Can Power BI be connected to multiple Xero files using 1 login? However the scheduled refresh keeps on failing: Something went wrong. Created a new free Power BI account to test this. The Xero Dashboard, Reports, and Dataset links have been created The Dashboard has all the visualisation widgets but they are empty Trying to run the Xero report results in an error 1. Tried manual refresh of Dataset but nothing changes.
It works. Looks lime a good product, but its unusable. How can I get this to work? Having no problems creating dashboards from multiple Xero organisations. Is this at all a possibility?
Hope Xero or MS correct this asap. Hi, is only with power bi pro, is right? Many thanks Ian Reply. This is a good integration. Easy to install and get up and running. Xero is a cloud-based accounting software designed for small and medium-sized businesses, allowing them to run various accounting and bookkeeping solutions — from paying bills and accepting payments to claiming expenses and performing bank reconciliations.
What is Power BI? Integration issues. Lack of Custom Reporting Options. Lack of Budgeting and Financial Planning Templates. Try Now. Facebook-f Twitter Linkedin-in Youtube.
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