Odatalink Xero Accounting - Daily view

[Anonymous]

Hi all,
I am trying to create a daily view for Profit and loss but the endpoint I am using only breaks down to Month, Quarter or Year.
My solution is to input a start and end date paramenter of the same day eg (01/01/2024 & 01/01/2024) and then re run the call for the next day and next day and so on and append into a table.
A bit of help ned though.
Firstly is there a better solution to the one I am considering.
Two, does anyone have an example I can use? or point me to a tutorial that will help.
Thanks
Xero Accounting Endpoint: ProfitAndLossAdvanced - OdataLink

[NE1au]

I know this is an old post, but there are 2 approaches you can take with OdataLink.

First up, you could perserve using the ProfitAndLoss endpoint but it would probably come at a cost in terms of performance as you would be running 365 calls for each year. If you wantr to continue down this path, you would need a Dates table and Invoke the ProfitAndLoss for each of those dates using the "Add Column \ Invoke Custom Function".

That being said, the approach i would recommend would be to use JournalsAccrual, JournalsCash or JournalsAccrualTable endpoint. Those endpoints provide all debits/credit amounts for a given date range. The first two are in the raw format that Xero provides while the later is a flattened Table format more suitable for Tableau/Azure Data Factory, etc.

https://help.odatalink.com/index.php?title=Xero_Accounting_Endpoint:_JournalsAccrual

Hope this points you in the right direction.

Regards

Nic

The way to do this is as follows:

1) Reference both endpoints

2) Remove the invoke step from the ProfitAndLoss endpoint

[Anonymous]

https://drive.google.com/file/d/1mS08cgC65tybihgeG5e48LNZaBJXoaAu/view?usp=sharing 
PBIX file at the above link.

Screenshot here - data currently grouped monthly (end of month) trying to get down to the daily level

[v-jingzhan-msft]

Hi @Anonymous 

How do you want to get it down to the daily level? Divide the monthly data by the total number of days in a month?

[dufoq3]

Hi, provide sample data and expected result please.