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ctelya's avatar
ctelya
Frequent Visitor
8 years ago
Solved

QBO A/R Aging - Missing Customer Field

Hello!   I've connected a QBO company to PBI Service and I'm attempting to create a detailed A/R aging visualization (currently a table) showing the aging periods, invoice numbers, customers, and A...
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  • ctelya's avatar
    ctelya
    8 years ago

    Hi Xiaoxin, 

     

    Thanks for your response. I wanted to use PBI Service because it includes the pre-made measures. I ended up making an easy change on QBO: there's an option in the settings to change the Customer field label, so I changed it to Client and the data populated in PBI Service.

     

     

    Best,

    Christina

Anonymous's avatar
Anonymous
Not applicable
8 years ago

HI ctelya,

 

According to your description, it seems like you are get data from connector pack on power bi service, right?

If this is a case, current these connector packs will get the regular data columns from that datasource.(They not load custom fields and columns)

 

In my opinion, I'd like to suggest you to get data on power bi desktop with specific datasource api.(it will also import custom fields)

 

Regards,

Xiaoxin Sheng

  • ctelya's avatar
    ctelya
    Frequent Visitor
    8 years ago

    Hi Xiaoxin, 

     

    Thanks for your response. I wanted to use PBI Service because it includes the pre-made measures. I ended up making an easy change on QBO: there's an option in the settings to change the Customer field label, so I changed it to Client and the data populated in PBI Service.

     

     

    Best,

    Christina