Power BI and Excel and Wolter Kluwer CCH Axcess

[donnarenia]

I am working with Wolter's Cluwer CCH Axcess API and pulling data to create customized dashboards in Power BI.  I have one report i am working on and I am able to pull a majority of information from my CCH Axcess Gateway and include an excel data file also.  however when I try to pull notes associated with the projects, I keep getting the message that there is no relationship.   I have the following relationships...the ones unchecked are all the ones that break my report.  Does anyone have experience with CCH Wolters Kluwer products or can help me with this issue.

[silversea]

Usually what you want to do is pulling data into SQL or some other database (Excel and CSV could be one) then look at the data. Please feel free to schedule a call with me if you still need help on this. I do a lot of development on CCH API and DAU. https://calendly.com/ductrancpa/30m

[Westgate83]

I'm new to using CCH Axcess Data Axcess Utility....I'm a complete Power BI novice but have muddled through ok. I'm now stuck on how I get my Data Dashboards published so all staff can access the reports. I've tried looking online but nothing seems to be in laymans terms and I don't quite understand. CCH have just left that part out of any training....if someone is able to send me a brief guide, I would be very grateful!

[silversea]

Do you have the data dictionary? that's always a good place to start, so you understand which fields need to be used to join. Please feel free to schedule a call with me if you still need help on this. I do a lot of development on CCH API and DAU. https://calendly.com/ductrancpa/30m

[Donnajones]

Do you have examples of how you have used Power BI and CCH for reporting

[silversea]

Please feel free to schedule a call with me if you still need help on this. I do a lot of development on CCH API and DAU. https://calendly.com/ductrancpa/30m

[PentaGalDad]

I see this is an old post, but curious if you ever found any info. I too am trying to use Power BI to display CCH Axcess data. Any resources you recommend? Thx. 

[silversea]

Please feel free to schedule a call with me if you still need help on this. I do a lot of development on CCH API and DAU. https://calendly.com/ductrancpa/30m

[silversea]

Hello, please contact me if you have any need for Power BI report for CCH. I do a lot of development work in this area and I'm happy to help you and your firm.

[JimmyLamBM]

Hi Silversea,

I am trying to implement the use of PowerBI reporting from data from CCH Central. Can you kindly point me in the right direction to get started?

I look forward to hearing from you.

Jimmy

[silversea]

Sorry I missed your message. If you're refering to CCH Axcess and Workstream and Workflow, I've worked with them. Not so much CCH Central but i'll be happy to take a look.

[JimmyLamBM]

Don't worry about, I eventually connected the SQL server to Powerbi wth a connector and have been manipulating the data ever since. Thanks for the reply 🙂 

[silversea]

Would you like to connect so we can exchange ideas and what we've done with Power BI to CCH Axcess? May be we'll have a thing or two to learn from each other.