Whilst I know of the Xero Content Pack, available through the web service - I cannot find a way to connect to Xero data from the PowerBI desktop application. Does anyone have any ideas on how to achieve this? Thank you, Ryan.

Hi raldred, Currently, we are not able to connect to Xero from Power BI Desktop, an idea about this issue has been submitted in the Power BI ideas forum, please vote it in the following link. https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/7141465-connect-to-www-xero-com Thanks, Lydia Zhang

Hi raldred, My company (www.managility.co) specialises in professional business intelligence solutions for Xero. The Acterys Connector for Xero enable you to access your Xero data with Power Desktop. As opposed to direct access via the API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements. If you have further questions please feel free to contact me. Martin Planning with Power BI? -> www.Acterys.com

Hi, Does clearjelly transfer all data to excel then excel is connected to Power Bi desktop? Or does ClearJelly have a direct connection with Power BI.CheersElizabeth

Hi Elizabeth,Acterys (formerly Clear Jelly) maintains a copy of your Xero data as a cloud based data model optimized for analytics with all relationships and relevant financial measures. This model gets automatically updated or manually refreshed by the user when new data is available in Xero. As opposed to direct access via the API that has a variety of problems (API call limitations, single entity access/ no consolidation, performance, limited refresh) Acterys creates (and automatically refreshes) a proper Azure SQL data model with all relationships and dimension tables as well as financial DAX calculations that is fully editable, supports Direct Query and write back for forecasting and planning requirements. Quickbooks (a system that Acterys supports as well - an alternative to Xero) attempts that with a Power BI connector to their system but because of the above mentioned limitations it just doesn't work (extremely slow refresh etc.) . I am happy to take opinions here but I really think there is no alternative to having a proper data model approach for financial applications. In Acterys that only takes a click and avoids paying expensive consultants to build a model for them that typically takes extensive time and investment.Martin

Hey Martin, I hope you are looking forward to the New Year and had a fabulous Christmas. Thank you for the information below. I will give Clear Jelly a test. Re lost of control of what the users will see...What do you mean by this because I am under the impression that what the user will see depends on permission scopes set-up. For example one permission scope is only to see dashboards the user has access to. I can also turn off ability to export data to excel. CheersElizabeth Tachjian

Connecting to Xero data from Desktop application?

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