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jaiminpawar
Regular Visitor

Retaining and Displaying Data from Multiple company in Power BI from QuickBooks

i am working on a school project using Power BI, with data sourced from QuickBooks. The objective is to create reports and dashboards for multiple branches (schools) in a single PBIX file. All the data for these schools is stored under one QuickBooks account. The issue is that when I switch between companies (schools) in QuickBooks, the data from the previously selected school is removed, leaving only the new school's data in Power BI. I need a method to retain and display the data for all selected schools simultaneously within the same PBIX file without downloading any data to an Excel or CSV file. For instance, if I select School A and then switch to School B, I want both School A's and School B's data to be available in Power BI at the same time. What steps should I take to achieve this?

1 ACCEPTED SOLUTION

integrating data from multiple schools in QuickBooks Online using Power BI. Here's the step-by-step process I've been following:

  1. Get Data: Navigate to "Get Data."
  2. Online Services: Select "Online Services."
  3. QuickBooks Online (Beta): Choose "QuickBooks Online (Beta)" and click "Connect."
  4. Login: A login pop-up appears. I log in using the client's details.
  5. Schools Displayed: After logging in, all the schools associated with the client's QuickBooks account are displayed.
  6. Selecting a School: When I select School A, it loads the data only for School A.
  7. Loading Another School: To include data for School B, I have to repeat the process.
  8. 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.group.png

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2 REPLIES 2
BA_Pete
Super User
Super User

Hi @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



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integrating data from multiple schools in QuickBooks Online using Power BI. Here's the step-by-step process I've been following:

  1. Get Data: Navigate to "Get Data."
  2. Online Services: Select "Online Services."
  3. QuickBooks Online (Beta): Choose "QuickBooks Online (Beta)" and click "Connect."
  4. Login: A login pop-up appears. I log in using the client's details.
  5. Schools Displayed: After logging in, all the schools associated with the client's QuickBooks account are displayed.
  6. Selecting a School: When I select School A, it loads the data only for School A.
  7. Loading Another School: To include data for School B, I have to repeat the process.
  8. 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.group.png

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