Forum Discussion
ODBC Connecting to QuickBooks Desktop
Hello,
I am in need of help with this. I am a little new with Power BI and using a ODBC connection. I have it all connected with my QuickBooks file and can import data into Power BI. If you know anything about classes in QB we use them to tell the difference between different locations or buildings we have.
When looking through the tables there was a Transactions table that I thought that I could use but doesn't list what classes it show so I Import the tables like Credit Charges and Bill into my data model but when I put a simple graph together it separates them by Credit Card Charges and Bill.
What I want is to combine them so it doesn’t list them separately. What I am accomplishing on this one is just one total for expense for each period. So the real question can you combine tables together or is there a setting with the graph that will change it?
Any help is really appreciated!!
Hi brandondg2017 ,
Please create a new measure like.Total = SUM('Table'[Sales]) + SUM('Table'[Profit])And then add a clustered column chart. or consider use starcked column chart with 2 measures.
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
How to get your questions answered quickly -- How to provide sample data in the Power BI Forum
8 Replies
Hi brandondg2017 ,
What does your expected output look like? Like this?How about trying it without putting the fields in the bucket of the x-axis?
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
How to get your questions answered quickly -- How to provide sample data in the Power BI Forum
No I want the Sum of Sales and sum of Profit to be one. In my case It is sum of Credit Card Charges and Sum of Bill to get one expense column not seperate ones.
Hi brandondg2017 ,
Please create a new measure like.Total = SUM('Table'[Sales]) + SUM('Table'[Profit])And then add a clustered column chart. or consider use starcked column chart with 2 measures.
Best Regards,
Gao
Community Support TeamIf there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
How to get your questions answered quickly -- How to provide sample data in the Power BI Forum
gogrizzAdvocate I
Backup up one second....
How did you connect PowerBI to your QuickBooks Desktop file???
I use a ODBC Connection and the software the helps make that connection is QODBC. If you have the desktop version of QB go to File and Utilites there is an option to enable ODBC connections and it takes you to the site.
Hi,
How do you conect QB Desktop with Power BI?
ODBC lets you access QuickBooks Desktop data by connecting through the right driver. Just make sure QuickBooks is running with your company file open and you have the correct driver installed. Running QuickBooks as admin helps prevent permission issues. If you want a smoother way to get your QuickBooks data into BI tools without extra setup, tools like Skyvia can sync your data easily and without coding.
I was looking at Skyvia and I got QB connected to it but then it says that I need to connect it to a data warehouse is that correct?
