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Visualize Live Xero Data in Power BI (via CData Connect Cloud)
Use the CData Power BI Connector and CData Connect Cloud to integrate live Xero data into custom reports in Power BI.
Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Xero data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Xero, connect to Xero data from Power BI and then create reports on Xero data in Power BI.
About Xero Data Integration
Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:
- Connect to Xero Accounts and both US and Australian Payroll APIs.
- Read, write, update, and delete Xero objects like Customers, Transactions, Invoices, Sales Receipts and more.
- Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
- Work with accounting, payroll, file, fixed asset, and project data.
Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.
Getting Started
Configure Xero Connectivity for Power BI
Connectivity to Xero from Power BI is made possible through CData Connect Cloud. To work with Xero data from Power BI, we start by creating and configuring a Xero connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Xero" from the Add Connection panel
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Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
- Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to Xero data from Power BI.
Query Xero Tables
Follow the steps below to build a query to pull Xero data into the report:
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
- Click "Sign in" and authenticate with your CData Connect Cloud account
- After signing in, click "Connect"
- Select tables in the Navigator dialog
- Click Load to establish the connection to your Xero data from Power BI
Create Xero Data Visualizations
After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.
Click Refresh to synchronize your report with any changes to the data.
Live Access to Xero Data from Data Applications
With CData Connect Cloud you have a direct connection to Xero data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Xero data.
To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Xero) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.
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