topic MYOB Connecting to PBI in Developer

MYOB Connecting to PBI

Anonymous — Wed, 22 May 2024 00:56:09 GMT

Hello,

I'm working on a project for a new client, and after connecting MYOB Advanced (Accounting software) to PBI. My client and I can see that the GL Ledger we have connected to is transaction only, and does not show within the table the end balance. Another report called Trial Balance we can run in Velixo (a MYBO ad on that allows excel reports to be produced) does have the ability to show us the end balance per account per month. If I knew more about the back end of MYOB, and how it keeps/orders its tables, I might be able to join the tables and create a query that is of some use for the reports I am building.

So my question is, does anyone have experience connecting to the back end of MYOB and seeing how their tables are structured AND made available in PBI? If you need more information please reach out.

Re: MYOB Connecting to PBI

Anonymous — Thu, 23 May 2024 01:13:57 GMT

HI @Anonymous ,

In my opinion, I think the connector getting data store work as expected. (these transactions records are original data that store in the data source)

The Accounting software will be loading data from the backend database and use its logic to processing and calculation of these records to display the final result.

Regards,

Xiaoxin Sheng

Re: MYOB Connecting to PBI

Sugandhi — Wed, 26 Jun 2024 07:30:25 GMT

Hi @Anonymous :

We have an existing Power BI report that extracts data from MYOB Accountright. Now we have a requirement to change the connection to MYOB Advanced .Can you please help me understand the steps to follow for the same.

Re: MYOB Connecting to PBI

Anonymous — Wed, 26 Jun 2024 23:21:28 GMT

Hi Sugandhi,

I can only explain my approach and how it was solved, but what I did was reached out to MYOB support (a third party called Stratus Consulting) and they created a GI (General Inquiry) which is an API of the tables I needed. I.E they basically created a table for me and made it available via API and I connected to it through an Odata link which can be found in PowerBI connections. The table was a success. I had no issues and the data matched up with what we had on record. I hope this helps!

Re: MYOB Connecting to PBI

Sugandhi — Thu, 27 Jun 2024 03:45:17 GMT

Thank you for your response.

Re: MYOB Connecting to PBI

Sugandhi — Thu, 27 Jun 2024 03:45:43 GMT

Thank you for the response.