User Guide for ERPnext PowerBI Connector

Live Demo

Introduction

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.

Features

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

Installation

After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.
Extract the downloaded ZIP file, and you will see a folder named ‘erpnext_powerbi_connector’.
Set up the module in your Git repository.
If the app is hosted on GitHub, fetch it using the command:

bench get-app --branch main https://github.com/your_account/erpnext_powerbi_connector.git

(Replace “main” with your branch name and replace the “HTTPs URL” with your HTTPS clone URL.)

Install the app on your site using the command:

bench --site <your-site_name> install-app erpnext_powerbi_connector

Finally, run the “bench migrate” command to complete the installation.

Workflow

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.

PowerBI Tables

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.

Reports and Dashboards

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