Xero and Power BI

[pp_1]

Hi,

I have to build a monthly actuals vs budget dashboard in Power BI. We use Xero as our accounting package. The problem I am facing is when I get data from Xero i get only "Actuals" and not the Budget. Also, cannot see or build relationships. Is there a way to get all the data from Xero. Is there any third party interface required and if so which one?

regards

[nicstt]

I was tasked with something similar for HubSpot and the company I use, Tugger, also have a connector for Xero too; I've recently been spending time with it and I really like the report they have available as a template, which is including with the connector. I just used the OData link they provide and it pulled all my data across.

Although, we're not using budgets at the moment, I believe they do pull across data associated with budgets.

[Jeff_Acc_Addons]

Hi @pp_1 

You can now get almost all the end points into Power BI using the OdataLink app

https://apps.xero.com/au/app/odatalink

Jeff

[v-shex-msft]

HI @pp_1,

If these budgets did not really exist in your tables, you can check Xero related rest api if any forecast api existed.
If Xero does not support these, it means you need to manually write formulas to rolling previous date range records based on the current date and use it as the budget of next date periods.

Time Intelligence "The Hard Way" (TITHW)  
Regards,

Xiaoxin Sheng

[Greg_Deckler]

Maybe the API? https://github.com/XeroAPI/Xero-OpenAPI