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Connectorly for Xero and Microsoft Power BI
Infinitely flexible reporting across your Xero Organisations
What is Connectorly for Xero and Power BI?Use the power of the premier BI platform from Microsoft with all Xero financial data
Setup Connectorly for Xero and Microsoft Power BIFollow these steps to easily connect your Xero Organisation with Microsoft Power BI
How to bring Xero data into Microsoft Power BI DesktopFollow these steps so to begin working with Xero data in Microsoft Power BI.
Pre-requisites: Xero and Microsoft Power BITo use this Connector you will need the following.
The Connectorly Xero Data ModelThis article provides an overview on data available from Xero to report with in Microsoft Power BI with Connectorly.
AccountsFull details on the Account data available in Microsoft Power BI from Xero with Connectorly.
InvoicesFull details on the Invoice data available in Microsoft Power BI from Xero with Connectorly.
JournalsFull details on the Journal data available in Microsoft Power BI from Xero with Connectorly.
BudgetsFull details on the Budget data available in Microsoft Power BI from Xero with Connectorly.
ContactsFull details on the Invoice data available in Microsoft Power BI from Xero with Connectorly.
DatesFull details on the Dates available in Microsoft Power BI from Xero with Connectorly.
Connectorly for Xero and Power BI pricingSubscription types and pricing
Xero Revenue Forecasting TemplateUse this template to easily analyse historic and forecast revenue from Xero in Microsoft Power BI using Xero draft and repeating invoices.
Empty Connectorly for Xero and Microsoft Power BI Template
Income and Expenses TemplateSee how your income and expenses change through the months
Aged Debtors and Creditors TemplateAged Debt, Lifetime Sales, Last Sales activity and average days to pay for every Debtor and Creditor from Xero Financial data.