How to Install PowerBi Custom Connector

This guide will walk you through installing a custom connector for Power BI, specifically the Accounting BI connector which allows you to connect your Xero data to Power BI for analysis.

Important Note: This guide assumes you already have a Xero account and an Accounting BI account.

Follow these steps to successfully install the Power BI Custom Connector:

1. Access AccountingBi:

Begin by navigating to the Accounting BI website at https://accounting.bi/.

2.Sign in

Xero Credentials: If you prefer to use your existing Xero login credentials, select the "Sign in with Xero" option.
Accounting BI Credentials: Alternatively, you can sign in using your dedicated Accounting BI login details.

Refer to this article for detailed instructions on connecting your Xero account to Accounting Bi.

3.Locating the Downloads Section

Once logged in, locate the "Downloads" section on the Accounting BI website. This section typically resides in the main navigation menu or within your account settings.

4. Downloading the Power BI Connector

Within the "Downloads" section, find the option labelled "Power BI Connector".
Click on the "Download here" button to initiate the download process.

This will download the custom connector file to your computer.

File Format: The downloaded file might be a .pq, .pqx, or .mez file extension, depending on the connector type.

5.Install the Connector in Power BI Desktop:

This step requires referencing a separate Accounting BI guide: Connecting Power BI to Accounting BI.

Here's how to proceed:

Follow the instructions provided in "Part A.) PowerBi Custom Connector" on this article to install the custom connector in your Microsoft Power BI Desktop.

By following these steps, you should be able to successfully install the Accounting BI custom connector and connect your Xero data to Power BI Desktop for further analysis and reporting.

Additional Tips:

Ensure you're using the latest version of Power BI Desktop for optimal compatibility.
If you encounter any difficulties during the installation process, consult the Accounting BI support team.

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.

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.