{"id":487260,"date":"2025-04-01T10:31:50","date_gmt":"2025-04-01T10:31:50","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=487260"},"modified":"2026-01-27T11:05:57","modified_gmt":"2026-01-27T11:05:57","slug":"erp-next-powerbi-connector-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/erp-next-powerbi-connector-documentation\/","title":{"rendered":"User Guide for ERPnext PowerBI Connector"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Introduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/erpnext-powerbi-connector.html\" target=\"_blank\" rel=\"noreferrer noopener\">ERPNext PowerBI Connector<\/a> 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.<\/p>\n\n\n\n<p>With ERPNext PowerBI Connector, you can set up eventhouses, build KQL databases, and manage structured data flow, making data analysis more accessible and insightful.<\/p>\n\n\n\n<p>ERPNext PowerBI Connector allows you to streamline data exports and updates, ensuring accurate and up-to-date reports in PowerBI.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Quickly create and manage workspaces in ERPNext PowerBI Connector.<\/li>\n\n\n\n<li>Easily import your existing PowerBI workspaces into ERPNext.<\/li>\n\n\n\n<li>Set up eventhouses and structured data storage for efficient data management.<\/li>\n\n\n\n<li>Build KQL databases in ERPNext to gain better data insights.<\/li>\n\n\n\n<li>You can create tables from any ERPNext doctype for structured reporting.<\/li>\n\n\n\n<li>Manually export ERPNext data to PowerBI whenever needed.<\/li>\n\n\n\n<li>Update or delete PowerBI data to keep it organized and accurate.<\/li>\n\n\n\n<li>Configure structured mappings to ensure smooth data transfers.<\/li>\n\n\n\n<li>This way, you can organize and analyze ERPNext data efficiently.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Installation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After purchasing the app from the Webkul store, you will receive a link to download the module ZIP file.<\/li>\n\n\n\n<li>Extract the downloaded ZIP file, and you will see a folder named \u2018erpnext_powerbi_connector\u2019.<\/li>\n\n\n\n<li>Set up the module in your Git repository.<\/li>\n\n\n\n<li>If the app is hosted on GitHub, fetch it using the command:<\/li>\n<\/ol>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench get-app --branch main https:\/\/github.com\/your_account\/erpnext_powerbi_connector.git<\/pre>\n\n\n\n<ul class=\"wp-block-list\">\n<li>(Replace \u201cmain\u201d with your branch name and replace the \u201cHTTPs URL\u201d with your HTTPS clone URL.)<\/li>\n<\/ul>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Install the app on your site using the command:<\/li>\n<\/ol>\n\n\n\n<pre class=\"EnlighterJSRAW\">bench --site &lt;your-site_name&gt; install-app erpnext_powerbi_connector<\/pre>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Finally, run the \u201cbench migrate\u201d command to complete the installation.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Workflow<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>After installing&nbsp; ERPNext PowerBI Connector, log in to your ERPNext instance and navigate to PowerBI Connector from left menu.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/navigate-to-powerbiconnector.webp\" alt=\"Navigate to PowerBIConnector\" class=\"wp-image-488528\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/navigate-to-powerbiconnector.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/navigate-to-powerbiconnector-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/navigate-to-powerbiconnector-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/navigate-to-powerbiconnector-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. After clicking on PowerBI Instance, now click on &#8220;Add PowerBI Instance&#8221; button to create a new instance.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"422\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/add-powerbi-instance.webp\" alt=\"Add PowerBI Instance\" class=\"wp-image-488531\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/add-powerbi-instance.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/add-powerbi-instance-300x113.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/add-powerbi-instance-250x94.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/add-powerbi-instance-768x289.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"727\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-instance-details.webp\" alt=\"PowerBI Instance Details\" class=\"wp-image-488537\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-instance-details.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-instance-details-300x195.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-instance-details-250x162.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-instance-details-768x499.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Once the connection is successfully established, Connected status will be displayed.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"685\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/connected-status.webp\" alt=\"Connected status will be displayed.\" class=\"wp-image-488538\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/connected-status.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/connected-status-300x183.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/connected-status-250x153.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/connected-status-768x470.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"809\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-eventhouse-kql-database-and-table.webp\" alt=\"Workspace, Eventhouse, KQL Database, and Table\" class=\"wp-image-488545\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-eventhouse-kql-database-and-table.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-eventhouse-kql-database-and-table-300x217.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-eventhouse-kql-database-and-table-250x181.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-eventhouse-kql-database-and-table-768x555.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Here, you can see a list of multiple workspaces along with an option to add a new workspace.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"469\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/multiple-workspaces.webp\" alt=\"list of multiple workspaces \" class=\"wp-image-488547\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/multiple-workspaces.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/multiple-workspaces-300x126.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/multiple-workspaces-250x105.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/multiple-workspaces-768x322.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Enter <strong>Title<\/strong>, select <strong>PowerBI Instance<\/strong>, and provide <strong>PowerBI ID<\/strong>. You can also add a <strong>Description<\/strong>. Once done, click <strong>&#8220;Save&#8221;<\/strong> to create workspace.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"392\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/create-workspace.webp\" alt=\"click &quot;Save&quot; to create workspace\" class=\"wp-image-488549\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/create-workspace.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/create-workspace-300x105.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/create-workspace-250x88.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/create-workspace-768x269.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. Here, you can see that the workspace is published.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-published.webp\" alt=\"workspace is published\" class=\"wp-image-488550\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-published.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-published-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-published-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/workspace-published-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. Here, you can see a list of eventhouses along with an option to add a new event house.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"440\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-event-house.webp\" alt=\"option to add a new eventhouse\" class=\"wp-image-488551\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-event-house.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-event-house-300x118.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-event-house-250x98.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-event-house-768x302.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>10. Here, you can add a new eventhouse by providing details such as title, workspace, and Power BI ID.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"422\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-details.webp\" alt=\"new eventhouse details\" class=\"wp-image-488553\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-details.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-details-300x113.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-details-250x94.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-details-768x289.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>11. Now, you can see that the eventhouse is published.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-published.webp\" alt=\"eventhouse is published\" class=\"wp-image-488557\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-published.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-published-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-published-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/eventhouse-published-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>12. Here, you can see a list of KQL Database along with an option to add a new KQL Database.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"431\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-kql-database.webp\" alt=\"list of KQL Database\" class=\"wp-image-488560\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-kql-database.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-kql-database-300x115.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-kql-database-250x96.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-kql-database-768x296.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>13. &nbsp;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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"426\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-kql-database.webp\" alt=\"add a new KQL database\" class=\"wp-image-488561\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-kql-database.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-kql-database-300x114.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-kql-database-250x95.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-kql-database-768x292.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/kql-database-published.webp\" alt=\"KQL database is published\" class=\"wp-image-488562\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/kql-database-published.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/kql-database-published-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/kql-database-published-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/kql-database-published-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h4 class=\"wp-block-heading index-title\">PowerBI Tables<\/h4>\n<\/div><\/div>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"440\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-tables.webp\" alt=\"list of PowerBI tables\" class=\"wp-image-488563\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-tables.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-tables-300x118.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-tables-250x98.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-tables-768x302.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>16. Add a new PowerBI table by specifying details such as title, associated KQL database, and document type.<\/p>\n\n\n\n<p> Additionally, you can define table columns by providing field names, labels, and data types.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"498\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-powerbi-table.webp\" alt=\"Add a new PowerBI table\" class=\"wp-image-488564\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-powerbi-table.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-powerbi-table-300x133.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-powerbi-table-250x111.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-powerbi-table-768x341.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/new-powerbi-table-604x270.webp 604w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"690\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-table-published.webp\" alt=\"PowerBI table is published\" class=\"wp-image-488566\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-table-published.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-table-published-300x185.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-table-published-250x154.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-table-published-768x473.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>18. &nbsp;Here, you can see that &#8220;Actions&#8221; dropdown provides options to export data, delete data, and update schema for the PowerBI table.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/export-data.webp\" alt=\"export data\" class=\"wp-image-488568\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/export-data.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/export-data-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/export-data-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/export-data-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h4 class=\"wp-block-heading index-title\">Reports and Dashboards<\/h4>\n<\/div><\/div>\n\n\n\n<p>19. This screen shows the list of PowerBI reports available in the system, including their report names, workspaces, PowerBI IDs, and unique report IDs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"451\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-reports.webp\" alt=\" list of PowerBI reports\" class=\"wp-image-488570\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-reports.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-reports-300x121.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-reports-250x101.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-reports-768x309.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>20. PowerBI report displaying order insights, including order date, references, totals, and a graphical breakdown.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-report.webp\" alt=\"PowerBI report\" class=\"wp-image-488571\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-report.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-report-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-report-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-report-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>21. List of available PowerBI Dashboards with dashboard names, workspaces, PowerBI IDs, and unique report IDs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"438\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-dashboards.webp\" alt=\"List of PowerBI Dashboards\" class=\"wp-image-488572\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-dashboards.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-dashboards-300x117.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-dashboards-250x98.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/list-of-powerbi-dashboards-768x300.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>22. PowerBI Dashboard displaying order insights, including order date, references, totals, and a graphical breakdown.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-dashboard.webp\" alt=\"PowerBI Dashboard\" class=\"wp-image-488573\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-dashboard.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-dashboard-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-dashboard-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/04\/powerbi-dashboard-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Need Help?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries regarding the same, please raise a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 <a href=\"https:\/\/webkul.com\/blog\/erp-next-powerbi-connector-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":663,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[241,14730,12278,590],"class_list":["post-487260","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-connector","tag-erpnext","tag-powerbi","tag-webkul"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for ERPnext PowerBI Connector<\/title>\n<meta name=\"description\" content=\"ERPNext PowerBI Connector enables seamless workspace creation, data storage, and manual data transfer between ERPNext and PowerBI.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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