CONNECTING POWER BI TO ACCOUNTING BI

March 20, 2024

Connecting Power BI to Accounting BI can be accomplished through two methods: using a custom connector and Power Query.

Methods:

A.) Power BI (Custom Connector): This method requires a paid Power BI subscription to access the .mez file.

B.) Power BI(M Code)

A) Power BI (Custom Connector):

  1. Using a Blank File:

This method requires a paid Power BI subscription and involves creating a custom connector for Accounting BI.

Steps:

  • Obtain and download the .mez file:

A custom connector file (. mez ) will be provided by Accounting BI upon paid subscription.

  • Create two folders as follows:

1. Navigate to "This PC" from your Desktop.

2. In your "Documents" section, create a folder named "Power BI Desktop."

3.Within "Power BI Desktop," create another folder named "Custom Connectors."

4. Paste the downloaded .mez file into the "Custom Connectors" folder.

  • Open Power BI Desktop:

Once completed, open Microsoft Power BI Desktop on your PC. If not installed, download and install Power BI Desktop from the Microsoft Store.

  • Connect the Custom Connector:

1.Go to the "Home" tab and select "Get Data," then choose "More" from the options.

2.Click on "Other," and search for the keyword "Acc." Then select the Accounting BI connector and click "Connect."

  • Authenticate with Bearer Token:

  1. In the Power Query editor, paste the Bearer Token obtained from your Accounting BI reports.
  2. Paste the URL for the desired endpoint (provided on the Accounting BI connector page).
  3. Click "Invoke" to establish the connection.

4. To know how you can obtain URL Endpoints and Token refer to the following URL: (Balance sheet Reports and Profit and Loss reports)

  • Access generated Data:

Click the double arrow and select "Expand to New Rows". Repeat this step to expand the data further by (clicking on the double arrow again) and click "OK"

  • Repeat this step to expand the data further by (clicking on the double arrow again) and click "OK"

  • View Your Data:

Your Accounting BI data will now be displayed in the Power Query editor.

  1. Templates

  • To fully prepare your template through a custom connector, a subscription plan is required.
  • For support, contact our team at: support@accounting.bi.

B.) Power BI(M Code)

1.Using a Blank File:

Steps:

  • In Power Bi Desktop go to Get Data from Home Tab in Power Bi and select Blank Query.

 

  • Then Click on Blank Query you will be directed to Power Query click on Advanced Editor from Query section.

  • Then Paste the below m code in Advanced Editor
    M Code:
    let

     

    Token = "Bearer (Paste the Bearer Token Here)",

        Url = "(Paste the API URL Here)",

       

GetAPIData = (token as text) as record =>
Let
Source = Json.Document(Web.Contents(Url, [Headers=[Authorization=token]])),
AnotherAPICall = if Record.HasFields(Source, {"url"}) then
Json.Document(Web.Contents(Source[url]))
else
Json.Document(Source[data]),
Result = AnotherAPICall
in
Result,
FinalResult = GetAPIData(Token)
in
FinalResult

  • Click on Done

  • Now click on Edit Credentials:

 

  • Click on Connect

 

  • Now Click on Continue and set the Privacy level as Public and save it.

  • Now Click on Into Table:

  • Click on Double side arrow and select Expand to new Rows:

  • Click on Double arrow and click ok

  • Now your data will be displayed in this way:

2. Templates

  • Pre-configured templates may be available for purchase through Accounting BI.
  • Contact our team at: support@accounting.bi to acquire a pre-built template.

"Have questions or need further assistance? Reach out to us!"

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