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PlantNut
Frequent Visitor

Power BI Desktop connection QuickBooksOnline cannot pull data from Invoice_Sales_Item_Line

Would love it if someone has an idea about this one.  I am trying to set up a connection via PowerBI Desktop to Quickbooks Online to pull the line items of invoices (ideally for the last 3 years only).  It is running into a memory management error.   I've tried increasing the Data Cache Management but that didn't help.  Does anyone know of how to perhaps write the statment to filter prior to importing? Below is what I have so far that is erroring out on the Navigation step (I'm only guessing that the column is Create_Time as that is what it is in the Invoice table that is loading properly.  Our data goes back to 2011 so If I can filter for last 3 years I think I will be okay...

 

let
Source = QuickBooksOnline.Tables(null),
Invoice_Sales_Item_Line = Source{[Name="Invoice_Sales_Item_Line",Kind="Table"]}[Data],
#"Filtered Rows" = Table.SelectRows(Invoice_Sales_Item_Line, each [Create_Time] > #datetime(2020, 6, 27, 0, 0, 0))
in
#"Filtered Rows"

1 ACCEPTED SOLUTION
edhans
Community Champion
Community Champion

To my knowledge you cannot filter Quickbooks data before the import like you can with SQL Server and OData feeds. Power Query would need to process all of the data. You can then filter in Power Query and only bring the 3 year range into the DAX model. But Quickbooks like like a CSV file in that regard. Power Query has to do all of the work.



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View solution in original post

2 REPLIES 2
edhans
Community Champion
Community Champion

To my knowledge you cannot filter Quickbooks data before the import like you can with SQL Server and OData feeds. Power Query would need to process all of the data. You can then filter in Power Query and only bring the 3 year range into the DAX model. But Quickbooks like like a CSV file in that regard. Power Query has to do all of the work.



Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

DAX is for Analysis. Power Query is for Data Modeling


Proud to be a Super User!

MCSA: BI Reporting

Thank you. I will cease looking for a solution on this path then.

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