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Create Power BI Reports on Real-Time Odoo Data
Use the CData ODBC Driver for Odoo to visualize Odoo data in Power BI Desktop.
With built-in support for ODBC on Microsoft Windows, the CData ODBC Drivers provide self-service integration with self-service analytics tools such as Microsoft Power BI. The CData ODBC Driver for Odoo links your Power BI reports to operational Odoo data. You can monitor Odoo data through dashboards and ensure that your analysis reflects Odoo data in real time by scheduling refreshes or refreshing on demand. This article details how to use the ODBC driver to create real-time visualizations of Odoo data in Microsoft Power BI Desktop and then upload to Power BI.
The CData ODBC Drivers offer unmatched performance for interacting with live Odoo data in Power BI due to optimized data processing built into the driver. When you issue complex SQL queries from Power BI to Odoo, the driver pushes supported SQL operations, like filters and aggregations, directly to Odoo and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Odoo data using native Power BI data types.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
Connect to Odoo as an ODBC Data Source
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
Create Data Visualizations
After creating an ODBC DSN, follow the steps below to connect to the Odoo ODBC DSN from Power BI Desktop:
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Open Power BI Desktop and click Get Data -> More... to open the Get Data window.
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In the Get Data window select Other -> ODBC to open the next window.
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Select the DSN in the menu. If you know the SQL query you want to use to import data, you can expand the Advanced options node and enter the query in the SQL Statement box. Otherwise, click OK to continue.
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Choose Default or Custom as the authentication option and click Connect.
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Select tables in the Navigator dialog.
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Click Transform Data to edit the query. The table you imported is displayed in the Power Query Editor. In the Power Query Editor, you can enrich your local copy of Odoo data with other data sources, pivot Odoo columns, and more. Power BI detects each column's data type from the Odoo metadata retrieved by the driver.
Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Odoo data. When you click Close and Apply, Power BI executes the data retrieval query.
Otherwise, click Load to pull the data into Power BI.
Create Data Visualizations
After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Follow the steps below to create a pie chart (Salesforce shown):
- Select the pie chart icon in the Visualizations pane.
- Select a dimension in the Fields pane: for example, Name.
- Select a measure in the Fields pane: for example, Annual Revenue.
You can change sort options by clicking the ellipsis (...) button for the chart. Options to select the sort column and change the sort order are displayed.
You can use both highlighting and filtering to focus on data. Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them:
You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane. To filter on the field's value, select one of the values that are displayed in the Filters pane.
Click Refresh to synchronize your report with any changes to the data.
Free Trial & More Information
If you are interested in connecting to your Odoo data from Microsoft Power BI, or any applications that support ODBC connectivity, download a free, 30-day trial of the CData ODBC Driver for Odoo. As always, our world-class support team is ready to answer any questions you may have.
Ready to get started?
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Odoo ODBC Driver
The Odoo ERP ODBC Driver is a powerful tool that allows you to connect with live Odoo ERP data, directly from any applications that support ODBC connectivity.
Access Odoo ERP like you would a database - read, write, and update Sales Orders, Purchase Orders, Accounts, etc. through a standard ODBC Driver interface.
