Connecting Xero to Power Bi through Accounting Bi

May 2, 2022

To start the process, you must: 

Read our article, or watch the video (below) to see how the process works.

How to connect Xero to Power Bi Desktop 

Follow the following process: 

  • Launch Power Bi Desktop. 
  • Navigate to 'Get Data' tab and click. 

  • From the Get Data popup window, select 'Web' to highlight it. You can type the word in the search filter in the popup window to ease access. 

  • Click 'Connect'. 

  • A pop-up window will appear. Click on the tiny circle next to 'Advanced' to select Advanced Settings. 

  • From your dashboard, click 'My Bearer Token.' 

  • Copy the 'API URL.' 

  • Go back to Power Bi desktop and paste the URL under 'URL parts.' 

 

  • Type the word Authorization (must be the US spelling) in the 'HTTP Request Header Parameters' section – the box on the left. 

  • Type 'Bearer' (with a capital letter 'B') and remember to leave a space after typing it.

  • Go back to your Accounting Bi account to get the 'bearer token', then copy the token link.

  • Paste your token to the 'HTTP Request Header Parameters' section in Power Bi – the box on the right. 

Click 'Ok' to allow Power Bi to start communicating with the Accounting Bi API and begin loading data. 

  • The next screen will show you the reports that you had already queried from Xero through Accounting Bi. 

  • From the reports window of your choice, click on the two arrows that are pointing in opposite directions. 

  • From the drop-down menu, select Expand to New Rows. 

  • Click on the two arrows that are pointing in opposite directions. 

  • You will see your data columns in the subsequent drop down. 

  • Click OK. 

  • Click the Close & Apply drop down menu and select Close & Apply. 

 

learn more

Why is PowerBI important for Accountants?

As an accountant, you may find yourself referring to multiple sources to track the performance of your client’s cash flow, profitability, business trends and even bookkeeping cycle. What if you could access those results and comparisons automatically refreshed, on-demand, from your tablet, smartphone, PC, or even wearable device? Business intelligence and data visualisation systems can provide accountants with – the critical data and organisation summary in a custom format in one (or more) visuals or a dashboard. One of these powerful business intelligence tools is PowerBI.
READ MORE

Power BI: What is DAX?

DAX (Data Analysis Expressions) is a formula expression language developed by Microsoft to interact with data in different analysis services and visualisation tools platforms like Power BI, PowerPivot and SSAS tabular models. DAX can seem familiar to competent excel users as the language uses similar formulas and expressions.
READ MORE

How to connect your Xero account(s) to AccountingBi

This guide will walk you through two methods for connecting your Xero accounting software to AccountingBi
READ MORE

How to call your profit and loss account reports from Xero to AccountingBi

We have outlined a step-by-step process of calling your profit and loss report data from your Xero account to AccountingBi - article and video.
READ MORE

How to call the balance sheet reports from Xero to AccountingBi

We have outlined the steps of calling balance sheet reports from Xero to AccountingBi in a video (watch below) and an article.
READ MORE

How to connect Microsoft excel to Xero through AccountingBi

This video and article provide steps for connecting Xero to PowerBi through AccountingBi. It assumes that you've already pulled the Xero API from accounting BI for your various reports.
READ MORE
1 2 3 5
READ MORE
Accounting.bi - Business Intelligence Software
Copyright © 2023 Accounting.bi is a brand owned and operated by Accounting SQL Limited, incorporated in the United Kingdom. ​
Terms & Conditions - GDPR