Tips, Tricks and more details
Get the most out of your reporting
By Laszlo and 1 other2 authors8 articles
Why Connectorly FX values may differ from XeroBecause Connectorly and Xero approach FX slightly differently, you may occasionally see small differences (typically a few cents or pence). These differences are expected and do not indicate an error.
How can I manually force a refresh of Xero data in Power BI?Xero data is synced automatically every hour. But you can also manually update by clicking the Connectorly logo
How to use a file from SharePoint as a data source in Power BIUse any file in SharePoint as a Power BI Data source with this method
Solved. 'You need to use SSL (HTTPS) when you use OAuth 2.0 authentication' in Power BI when using a file in SharePoint as a data sourceIs Power BI reporting an SSL problem when you try to connect to a file that has been shared from SharePoint? Read on...
How Connectorly Generates Financial ForecastsConnectorly produces reliable future cash flow forecasts by building on financial data directly from Xero.
Bringing Xero data into Microsoft Power BI Desktop without a templateIf you're comfortable building relations and formatting data yourself (done for you with the templates) read on
Working with grouped Xero OrganisationsYou need to consider how the each Xero's Chart of Accounts will interact with the others
How to Access Your Xero Data from ExcelYou can connect Excel to your Connectorly database using a PostgreSQL ODBC connection.