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...

Need Help

Tips and Tricks

Tutorial Requests

ElizabethTachji

Helper 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