Odoo‌ ‌Power‌ Bi‌ ‌Connector‌ User Manual

Introduction 

Odoo Power Bi Connector:  Unlock the Power of Data Integration!!

PowerBi, a business intelligence solution, with a user base of 2.14 billion, offers a user-friendly interface, scalability, and comprehensive data analysis tools. 

Integrate your Odoo with PowerBi. Using our Odoo PowerBi module you can analyze vast data within Odoo, that will help in identifying growth opportunities and optimizing business processes effectively.

NOTE: Odoo Power Bi Connector uses https://pypi.org/project/msal/ library. Therefore, You need to install this library for the proper functioning of the module.

Check the video mentioned below for an overview of the workflow of this Connector:

FEATURES OF Odoo Power Bi Connector

1. It imports Power BI workspaces into Odoo for efficient management and integration.
2. Odoo Power BI connector Provides you with a feature to export and visualize relational data at the Power BI end.
3. You can create and export workspaces in Power BI for further analysis and reporting.
4. Create datasets in Odoo containing tables and structure, and export data for Power BI.
5. Cron scheduler for automated Data Export ensures the latest Power BI reports.
6. This feature allows you to create dynamic server actions for any model in Odoo.
7. These server actions ease data export to Power BI and automate data synchronization.
8. It Imports Power BI reports and dashboards into Odoo 
9. It allows centralized reporting and visualization efforts within the Odoo platform.
10. You can access and interact with your Power BI reports and dashboards within the Odoo.
11. Enables the creation of filters to differentiate data from tables based on selected model fields.
12. The dashboard now displays tabs for total, published, and unpublished records.
13. You can flexibly unpublish the Power BI dataset directly from Odoo or the Power BI end, 
14. You can grant access levels to related records based on user roles with the help of the ‘Responsible user feature.’
15. After the connection between Odoo and Power BI, credential fields become read-only.
16. A reset_connection button disconnects the connection and makes the fields editable again.
17. The Power BI Table allows users to add or delete server actions. 
18. The chatter feature eases communication and collaboration among users about the record’s status.

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INSTALLATION

1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘odoo_powerbi_connect.’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the 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 ‘odoo_powerbi_connect.’
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

WORKFLOW

Configuration At Odoo End.

1. After installation, log in to your odoo instance and navigate to the Power BI connector.

2. Now, Select the connection option under the configuration menu.

3. Select the Access Method and After that, add the Credentials which include the API URL and Authorization URL.

4. Under Power BI User credential, Set the Power BI account user name, and Power BI password.

5. Navigate to App credentials, here fill in the Client ID, Tenant ID, Redirect URL, and Client Secret. you get all these from Azure Portal.

6. Now click on the test connection. Connection Successful.

Creating Workspace, Dataset, and Tables

7. Once done, click on the Workspace tab. Go to the workspaces menu and create a Power BI workspace by adding the workspace name and publishing it.

8. Now, create datasets for each workspace. Click on the Workspace tab, go to the datasets menu, and create a Power BI dataset.

9. Click on the Workspace tab and go to the Tables menu; where you can create Tables to store data in datasets.

10. You can select the models as well for your table.

Access Reports and Dashboard

11. At the Power BI end, click on the Workspace tab and select the Dashboard menu; here, you need to select the dashboard that you want to analyze/visualize.

12. Back to your Odoo, click on the reporting tab, and select the Reports menu; here, you need to select the Report that you want to analyze.

Relational Table feature in Odoo Power BI.

Now, Odoo Power Bi Connectors provides you with the feature of relating two tables with different files.

In this feature, the foreign field in any table works as the foreign key for another table.

To relate the two different tables, create a table and enable the Use table relationship option. Now add the models to which you want to relate.

To relate the tables, make sure to create a separate table for the foreign field.

Navigate to the dataset and click on publish

Now again, navigate to the table and click on update schema.

Now click on the confirm button, and your table relationship will be validated.

Voila, you have created a relationship between two different model tables.

OTHER CONFIGURATION-RELATED VIDEOS

Data Import from Power BI to Odoo

Data Synchronization from Odoo to PowerBI

Connect your Odoo with Business Intelligence PowerBi!

NEED HELP?

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

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

Thanks for paying attention!!