Once Connectorly for Xero and Power BI is setup you can begin to work with the data in Microsoft Power BI Desktop.
If you follow this method, none of the relations between the tables will exist - you will need to create them yourself.
For example, the dates table will not show related invoices or journals and neither will the accounts table will show related invoices or journals.
If in doubt, start from a template.
Open Microsoft PowerBI Desktop
Once Power BI has opened, you can bring the data in.
Connectorly holds a copy of your Xero data in a secure, Postgres schema. To work with this data, use the PostgreSQL database datasource in Microsoft Power BI.
Use the PostgreSQL connector to get Xero data
On the top ribbon, left, select the Get data button. From the drop-down, select More...
A Get Data popup window opens. You can type postgres in the search box to quickly find PostgreSQL database:
Copy your unique connection settings
You will need your unique connection settings, which are found on the Settings tab:
Click OK and you'll be asked to enter the username and password. These are found on the Connection Groups tab as per above.
Select the tables of interest
Once the username and password are successfully entered, you will see the Xero tables that are available for you to report on. Tick all of them (or just those you're interested in) and click Load.
Your data is pulled into Power BI.