Forum Discussion
Connecting to Xero data from Desktop application?
Hey Martin,
I disagree with you. I am consulting to few business's where I have created Visual dashboards linking Xero data directly with Power BI Desktop. Reports that take days to prepare, I have automated, reducing business cost.
The three issues you have implied are not relevant for SME's. I would agree for corporations but not small business such as business's that use Xero. I know this because I have not encountered the 3 issues you have implied.
I have created bespoke dashboards in Power BI desktop without having any issues with the allowed API's calls per day limitations. In addition consolidation of the few organisations in power BI desktop is doable using the tools provided in the Power BI Desktop such as DAX and calculated measures. Power BI Desktop is built to gather data from many different sources, mash up the data using the Power BI desktop tools to create visual business insights. The Desktop product is amazing once you understand the basics.
There is no need to complicate the process by introducing another loop such as Clear Jelly, especially for SME's. In addition what you are sugggesting will increase the cost to develop the dashboards and is taking a step backwards in terms of technology advancement.
Elizabeth Tachjian CPA B.BUS
Business Intelligence Developer
Analytics Realtime
Hi Elizabeth,
How you link your PowerBI Desktop to XERO?
- ElizabethTachji8 years ago
Helper III
Hi,
Are you in Australia?
Cheers
Elizabeth Tachjian.
- jllau848 years agoRegular Visitor
Hi Elizabeth,
I am not from Australia.
Now in Brunei.- ElizabethTachji8 years ago
Helper III
- ElizabethTachji8 years ago
Helper III
Hi Lau,
I connected to Xero using a Cdata ODBC driver. In the Power BI desktop there is an option to get data via ODBC.
Cheers
- ElizabethTachji7 years ago
Helper III
Hi,
I have worked out how to connect Power BI Desktop to Xero to create customised dashboards.
For clear instructions on how, send me an e-mail and I will forward you the instructions. 30 minutes is all you need to get started.
Elizabeth Tachjian
Analytics Realtime
- Anonymous6 years agoNot applicable
hi elizabeth
can you please shae me the steps i sent you email
or can you send me the instructions to [email protected]
thanks