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ctelya's avatar
ctelya
Frequent Visitor
8 years ago

QuickBooks Online (QBO) Connection - How to Access Service DAX on PBI Desktop

Hello,   I've connected a QBO company to PBI Service and Desktop. The Service has several pre-created measures and a report. I'm trying to replicate the DAX on Desktop to replicate the report and a...
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v-huizhn-msft's avatar
v-huizhn-msft
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi ctelya,

Even you can connect QuickBooks Online, you can see the measure there. There are some limitations for export .pbix file, please see the Considerations part in this article. 

Best Regards,
Angelia

ctelya's avatar
ctelya
Frequent Visitor
8 years ago

Hi Angelia,

 

I don't believe that article is relevant to what I'm asking.

 

I just want to be able to view the formulas used for the measures in the QBO content pack on PBI online. As I mentioned before, these are pre-created by Power BI, but I want to use them in Power BI Desktop. When I connect my QBO company to Desktop, the measures are not available.

 

Best,

Christina

 

 

  • KiranShah's avatar
    KiranShah
    New Member
    8 years ago

    Hi

     

    I am having the same issue... i need to see the measures.. did you ever get this resolved?

     

    Kiran

  • micapaxcpa's avatar
    micapaxcpa
    Frequent Visitor
    8 years ago

    I am also wanting to do this.  Did you ever find a solution?  It seems like the formulas for all of the calculations from the quickbooks content pack should be available somewhere so we can easily recreate in the desktop version.

    • ElizabethTachji's avatar
      ElizabethTachji
      Icon for Helper III rankHelper III
      7 years ago

      Hi,

       

      How did you connect to the particular QBO file.  For example when I get data while in Power BI Desktop, I am not given the option to select the QBO.

       

      Thanks in advance.

      Elizabeth Tachjan

  • karaoan's avatar
    karaoan
    Icon for Kudo Kingpin rankKudo Kingpin
    7 years ago

    ctelya KiranShah 

     

    There is no way to edit content packs. If you need the full Power BI Desktop functionality you might want to look at https://www.acterys.com/quickbooks.  As opposed to direct access via an 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.

     

    Contact me if you have further questions.

     

    Martin

     

    Planning with Power BI - > www.acterys.com

    • ElizabethTachji's avatar
      ElizabethTachji
      Icon for Helper III rankHelper III
      7 years ago

      Hi,

       

      I did end up working out how to access Quickbooks uisng Power BI Desktop.  I did not experience any of the problems you have listed below.  It is my experience, you do not need to transfer the data to SQL data model.  What you are suggesting is creating another unnecessary loop and cost. I am working directly from the Quickbooks connection in the Get data Quickbooks  and I have consolidated many Quickbooks file. One of many Power BI desktop functions, is to create a data model in PBI dekstop from many different sources.  In this case consolidate many Quickbooks company files.  Small to medium size business do not need an SQL database.  Large business do since they have millions of line of data in the data model.  Small and medium size business normally do not have more than 10,000,0000 milllion lines of data per year.  Using the direct query in Power BI desktop you can also unload previous years of data, which improves the speed.  The previous data in already in the data model hence there is no need to refresh previous years since data that is 2 years old will not change.  Once a sale order is sent and processed in the system, there is no need to go back two year later.   I hope this helps.

       

      Elizabeth Tachjian CPA

      Analytics Realtime