Forum Discussion
Retaining and Displaying Data from Multiple company in Power BI from QuickBooks
integrating data from multiple schools in QuickBooks Online using Power BI. Here's the step-by-step process I've been following:
- Get Data: Navigate to "Get Data."
- Online Services: Select "Online Services."
- QuickBooks Online (Beta): Choose "QuickBooks Online (Beta)" and click "Connect."
- Login: A login pop-up appears. I log in using the client's details.
- Schools Displayed: After logging in, all the schools associated with the client's QuickBooks account are displayed.
- Selecting a School: When I select School A, it loads the data only for School A.
- Loading Another School: To include data for School B, I have to repeat the process.
- Issue: The problem is that when I select School B, the data for School A is removed, and only School B's data remains loaded.
I need to find a way to load and integrate data from multiple schools simultaneously without having to repeat the process and lose previously loaded data.
Super UserHi jaiminpawar ,
It sounds like you need to build a query in Power Query that imports all the data you need from source. Assuming you're using an API to connect, you'll need to write the API in such a way that it brings in data for all schools within the parameters you need when it refreshes.
Once you apply this new query to the data model, you'll then have access to all schools data all the time.
I can't give a much more definite answer than this based on the information provided, but the principle is sound.
Pete
integrating data from multiple schools in QuickBooks Online using Power BI. Here's the step-by-step process I've been following:
- Get Data: Navigate to "Get Data."
- Online Services: Select "Online Services."
- QuickBooks Online (Beta): Choose "QuickBooks Online (Beta)" and click "Connect."
- Login: A login pop-up appears. I log in using the client's details.
- Schools Displayed: After logging in, all the schools associated with the client's QuickBooks account are displayed.
- Selecting a School: When I select School A, it loads the data only for School A.
- Loading Another School: To include data for School B, I have to repeat the process.
- Issue: The problem is that when I select School B, the data for School A is removed, and only School B's data remains loaded.
I need to find a way to load and integrate data from multiple schools simultaneously without having to repeat the process and lose previously loaded data.