Tally to powerbi

[Rahp]

How to Linked Tally to Powerbi 
And if once linked how to pool data to construct a P&L , Balance Sheet & Cashflow also. 
How to generate realtionship in which form. 

[v-sdhruv]

Hi @Rahp ,
Just wanted to check if you had the opportunity to review the suggestions provided?
If the response has addressed your query, please accept it as a solution ' so other members can easily find it.
Thank You

[v-sdhruv]

Hi @Rahp ,
Just wanted to check if you had the opportunity to review the suggestions provided?
If the response has addressed your query, please accept it as a solution ' so other members can easily find it.
Thank You

[v-sdhruv]

Hi @Rahp ,
Just wanted to check if you had the opportunity to review the suggestions provided?
If the response has addressed your query, please accept it as a solution ' so other members can easily find it.
Thank You

[v-sdhruv · Accepted solution]

Hi @Rahp ,

Yes you need to import all the necessary tables from SQL and create DAX on to top of it to show your financial figures. 

If Tally is configured with SQL back-end, use:

1. Get Data > SQL Server
2. Enter server/database name and credentials.
3. Build Model
4. Create DAX measures
   
   Example-

From Table	Column	To Table	Column	Relationship
Vouchers	Ledger ID	Ledger	Ledger ID	Many-to-One
Ledger	Group ID	Group	Group ID	Many-to-One
Vouchers	VoucherTypeID	VoucherType	VoucherTypeID	Many-to-One

You can refer this link if you are connecting via ODBC.
https://blogs.perficient.com/2021/09/28/procedure-to-connect-tally-data-to-power-bi/

Hope this helps!
If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank You!

[pankajnamekar25]

Hello @Rahp 

try this 

Connect Tally via ODBC or XML export

Bring tables like Vouchers, Ledgers, VoucherTypes

Create Calendar Table for time-based analysis

Model relationships using Ledger/Voucher mapping

Build P&L using ledger groups

Create Balance Sheet using asset/liability groups

Build Cash Flow with custom mapping

Thanks,
 Pankaj Namekar | LinkedIn

If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

[Rahp]

If the tally data is in SQL then?

[Visharavana]

Simply import SQL data into Power BI and create one static table using Enter Data. That table has Index and Description. Then you write a measure to show the correct value in the correct index based on the created index and description table.

Index	Description
1	Source of Funds
2	Equity Share Capital
3	Shareholders' Funds
4	Long term Loans

[Rahp]

Means I have perform dax to obtain the Equity Share capital figure for the particular period? or just develop the grouping relationship between ledger and all ?