User Guide for ERPnext PowerBI Connector

ERPNext PowerBI Connector integrates your ERPNext data with PowerBI, enabling seamless data management and reporting. It helps you create workspaces, store data efficiently, and transfer it with ease.

With ERPNext PowerBI Connector, you can set up eventhouses, build KQL databases, and manage structured data flow, making data analysis more accessible and insightful.

ERPNext PowerBI Connector allows you to streamline data exports and updates, ensuring accurate and up-to-date reports in PowerBI.

1. Quickly create and manage workspaces in ERPNext PowerBI Connector.
2. Easily import your existing PowerBI workspaces into ERPNext.
3. Set up eventhouses and structured data storage for efficient data management.
4. Build KQL databases in ERPNext to gain better data insights.
5. You can create tables from any ERPNext doctype for structured reporting.
6. Manually export ERPNext data to PowerBI whenever needed.
7. Update or delete PowerBI data to keep it organized and accurate.
8. Configure structured mappings to ensure smooth data transfers.
9. This way, you can organize and analyze ERPNext data efficiently.

1. Once you purchase the App from Webkul store, you will receive a link to download the module’s zip file.
2. Extract the file on your system after the download finishes. As a result, you will be able to see a folder named- ‘erpnext_powerbi_connector’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘erpnext_powerbi_connector’
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

1. After installing  ERPNext PowerBI Connector, log in to your ERPNext instance and navigate to PowerBI Connector from left menu.

2. After clicking on PowerBI Instance, now click on “Add PowerBI Instance” button to create a new instance.

3. Fill in the PowerBI Instance Details, including Title, API URL, Authorization URL, and Access Method. Once all details are filled in, click Save to create PowerBI instance.

4. Once the connection is successfully established, Connected status will be displayed.

5. Once connected, go to PowerBIConnector from left menu to access PowerBI Instance, Reports, Dashboards, and Items such as Workspace, Eventhouse, KQL Database, and Table.

6. Here, you can see a list of multiple workspaces along with an option to add a new workspace.

7. Enter Title, select PowerBI Instance, and provide PowerBI ID. You can also add a Description. Once done, click “Save” to create workspace.

8. Here, you can see that the workspace is published.

9. Here, you can see a list of eventhouses along with an option to add a new event house.

10. Here, you can add a new eventhouse by providing details such as title, workspace, and Power BI ID.

11. Now, you can see that the eventhouse is published.

12. Here, you can see a list of KQL Database along with an option to add a new KQL Database.

13.  Here, you can add a new KQL database by providing details such as title, event house, and PowerBI ID. The system will automatically detect Query Service URI and Ingestion Service URI.

14. Here, you can see that the KQL database is published with its details, including title, event house, PowerBI ID, Query Service URI, and Ingestion Service URI.

15. You can see the list of PowerBI tables, each linked to a KQL database. The tables are published and display their respective IDs and statuses.

16. Add a new PowerBI table by specifying details such as title, associated KQL database, and document type.

Additionally, you can define table columns by providing field names, labels, and data types.

17. You can see that PowerBI table is published, and ingestion mapping is enabled. The table is linked to a specific KQL database and contains multiple fields with different data types.

18.  Here, you can see that “Actions” dropdown provides options to export data, delete data, and update schema for the PowerBI table.

19. This screen shows the list of PowerBI reports available in the system, including their report names, workspaces, PowerBI IDs, and unique report IDs.

20. PowerBI report displaying order insights, including order date, references, totals, and a graphical breakdown.

21. List of available PowerBI Dashboards with dashboard names, workspaces, PowerBI IDs, and unique report IDs.

22. PowerBI Dashboard displaying order insights, including order date, references, totals, and a graphical breakdown.

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!