Connectorly for Xero and Microsoft Power BI
Infinitely flexible financial reporting across your Xero Organisations
By Nick and 1 other2 authors43 articles
Getting Started
Begin your Xero reporting journey here
- What is Connectorly for Xero and Power BI?Use the power of the premier BI platform from Microsoft with all Xero financial data
- Connectorly for Xero and Power BI pre-requisitesBefore you begin, check you have the following...
- Setup Connectorly for Xero and Microsoft Power BIConnect a Xero Organisation with Microsoft Power BI by following these steps
- Get started with the Connectorly for Xero and Power BI TemplatesThe quickest way to visualise your Xero financial data in Power BI is with our pre-built templates
Connectorly for Xero and Microsoft Power BI Templates
Download our free, customisable Microsoft Power BI templates to quickly visualise Xero financial data
- Balance Sheet TemplateA balance sheet is an important financial statement that provides a snapshot of a company's financial position at a specific point in time.
- Profit and Loss templateP&L statements are essential tools for businesses of all sizes.
- Bank Balances TemplateUse this template to see your bank account balances and your transactions
- Cashflow Forecast TemplateCreate automatic, interactive, weekly cashflow forecasts from Xero.
- Sales KPIs TemplateInstant Sales and Customer Metrics from Xero data including Customer Acquisition Cost (CAC), Lifetime Value (LTV) and New Business %
- Actual and Forecast vs Budget TemplateCompare Actuals and Forecasts against daily, weekly, monthly Xero Budgets
- Revenue vs Expense TemplateThis templates gives you an insight on your revenue and expense
- Xero Monthly Revenue by Service Actuals/Forecasting TemplateUse this template to analyse historic revenues and predict future revenue in Microsoft Power BI using Xero draft and repeating invoices.
- Quote Pipeline TemplateA ready-to-use Power BI template that visualises your sales pipeline using Xero Quote records
- 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.
- Customer Acquisition TemplateVisualise Customer Acquisition and Loss over time with this template
- Xero Find Invoice templateEver spent too much time looking for an Invoice where you what was in the description but couldn't remember when you sent or received it?
- Empty Connectorly for Xero and Microsoft Power BI TemplateAccess your data and build your own reports with a clean template design
- Xero All-In templateAll our Xero report templates in one place including Balance Sheet, Profit & Loss, Cashflow, Sales KPIs, Customer Acquisition and more.
- Prebuilt Measures in Connectorly TemplatesDetailed explanations of the core financial, customer, and performance KPIs included in our Power BI reports.
The Connectorly Xero Data Model
Details on our easy to work with, substantially enriched Xero data model
- OverviewThis article provides an overview on data available from Xero to report with in Microsoft Power BI with Connectorly.
- AccountsAccounts (aka Ledgers) are the records that create the Chart of Accounts, and are used to classify financial transactions.
- Bank TransactionsFull details on the Bank Transactions data available in Microsoft Power BI from Xero with Connectorly.
- Bank TransfersFull details on the Bank Transfers 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 Contact data available in Microsoft Power BI from Xero with Connectorly.
- DatesFull details on the Dates 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.
- OrganisationsDetails on the Xero Organisations data
- Overpayments
- Payments
- Prepayments
- Products
- Purchase Orders
- Quotes
Tips, Tricks and more details
Get the most out of your reporting
- 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.