Forum Discussion

Geoff123's avatar
Geoff123
New Member
9 years ago
Solved

Server not found - Xero integration

Hi, i'm trying to connect Xero to Power BI and it won't work.  In Power BI I select Xero from the Apps and it connects through to Xero fine after logging in.  I select the Xero File (i am an Advisor)...
  • Geoff123's avatar
    Geoff123
    9 years ago

    All fixed thanks a lot! Only issue i see with the integration though is Power BI assumes the financial data is viewed on calander years and hence the graphs that are automatically created are done this way (which is fine for the US) but the Australian financial year in most instances runs from July to June.  Can this be changed as a setting somewhere or do you need to export the info and reload with a date sort?

     

    Thanks

    Geoff

  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi Geoff123,

    Unfortunately, we are not able to edit the data of Xero content pack in Power BI Service. If you want to change date sort, you can consider to export data from the graph to Excel file, then connect to Excel file in Power BI Desktop and re-create your expected chart.


    Thanks,
    Lydia Zhang

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi Geoff123,

The above issue has been solved in last Friday, could you please try again?

Thanks,
Lydia Zhang

Geoff123's avatar
Geoff123
New Member
9 years ago

All fixed thanks a lot! Only issue i see with the integration though is Power BI assumes the financial data is viewed on calander years and hence the graphs that are automatically created are done this way (which is fine for the US) but the Australian financial year in most instances runs from July to June.  Can this be changed as a setting somewhere or do you need to export the info and reload with a date sort?

 

Thanks

Geoff

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi Geoff123,

    Unfortunately, we are not able to edit the data of Xero content pack in Power BI Service. If you want to change date sort, you can consider to export data from the graph to Excel file, then connect to Excel file in Power BI Desktop and re-create your expected chart.


    Thanks,
    Lydia Zhang

  • karaoan's avatar
    karaoan
    Kudo Kingpin
    8 years ago

    Hi Geoff123

     

    My company (www.managility.com.au) specialises in professional business intelligence solutions for Xero. Our Clear Jelly service enables you to access your Xero data with Power Desktop with full flexibility to change anything in the data model e.g. add your own calculations or combine it with other data sources. If you have further questions feel free to contact me.

     

     

    Martin

     

     

    Planning with Power BI? -> www.agilityplanning.com