Power BI Connector for Xero
Power BI is the data visualisation platform from Microsoft that lets you distribute interactive reports so you can spread Business Intelligence to all your staff.
Our Power BI Connector for Xero extracts all your Xero data to a handful of data files and we provide you with a ready-made set of Power BI reports that you can open immediately with Power BI Desktop. You can use Power BI Desktop for free to consume reports or publish them easily to the web or mobile for all your staff to see.
Designing and consuming Power BI data models and reports is entirely free with Power BI Desktop but you require a license when you want to share reports and create dashboards. A Power BI Pro license is included with many Dynamics 365 and Office 365 subscriptions or costs around £7.50 per month per user from Microsoft and includes web, desktop and mobile phone access.
Our connector extracts a handful of spreadsheet files from Xero that contain the full history of your sales and purchases and journals and we also provide the Power BI reports that allow you to interact with the data. We extract the following data over the full time span of your accounts:
- Sales broken down by Product and Customer
- Purchases broken down by Product and Customer
- Nominal Codes and all transactions to produce trial balance reports
You can take a closer look at our Power BI report below - click the full screen option bottom right to view. This report is available to you within minutes of downloading our software but remember all the data and data sources are available for you to customise to your own requirements:
You might also want to look at the Content Pack for Xero and Power BI available from Microsoft - please let us know if you found it useful (we could not see how to use the underlying data).
Our pricing is just £500/$600/€55 a year (or £50/$60/€55 a month) for both the connector software and a Power BI Desktop PBIX file of all our accounting reports so you can immediately customise and extend the reports. We also offer a configuration and hand-holding process to ensure that you are up and running within 24 hours of purchase. Power BI Desktop is free but you will need Power BI Pro licenses from Microsoft to share information throughout your organisation to the web or on mobile.
We are database and accounting and Microsoft Dynamics 365 CRM experts and additional consultancy, development and training is available worldwide.
We have been dealing with accounting software and Dynamics 365 CRM for years but Power BI is relatively new for us so please get in touch if you have any queries or ideas on how Power BI might work for you and we would be happy to discuss them with you. Please call Stamati Crook on +44 203 1799 444 or email firstname.lastname@example.org.
The video below shows you how to get set up with your free trial of the Power BI Connector for Xero with more Power BI Videos here.