User guide for the ERPNEXT POWERBI connector

ERPNEXT POWERBI Connector integrates your ERPNEXT data with POWERBI, allowing transparent data management and reports. It helps you create workspaces, effectively store data and easily transfer it.

With Erpnext Powerbi Connector, you can configure Eventhouses, create KQL databases and manage the structured data flow, which makes data analysis more accessible and perceptive.

The ERPNEXT POWERBI connector allows you to rationalize exports and data updates, guaranteeing precise and up -to -date reports in Powerbi.

1. Create and quickly manage the workspaces in the ERPNEXT POWERBI connector.
2. Easily import your existing Powerbi workspaces in ERPNEXT.
3. Configure the safe and structured data storage for effective data management.
4. Create KQL databases in ERPNEXT for better data information.
5. You can create tables from any ERPNEXT Doctype for structured reports.
6. Manually export the ERPNEXT data to Powerbi whenever necessary.
7. Update or delete Powerbi data to keep it organized and precise.
8. Configure structured mappings to ensure smooth data transfers.
9. In this way, you can effectively organize and analyze ERPNEXT data.

1. Once you have bought the application from the Webkul store, you will receive a link to download the Module zip deposit.
2. Extract the file on your system after download finishes. Consequently, you will be able to see a file named- ‘ERPNEXT_POWERBI_Connector‘
3. Copy and glue this folder inside your Odoo complementary modules path.
4. Now open the ODO application and click on the Settings menu. Here, click on activating Developer mode.
5. Then open the applications menu and click ‘List of update modules.
6. In the search bar, delete all 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 the ERPNEXT POWERBI connector, log into your ERPNEXT instance and access the POWERBI connector from the left menu.

2. After clicking on the Powerbi instance, now click on the “Add a powerbi instance” button to create a new instance.

3. Fill in the details of the Powerbi instance, including the title, the API URL, the authorization URL and the access method. Once all the details are filled, click Save to create a powerbi instance.

4. Once the connection is successfully established, the connected state will be displayed.

5. Once connected, access Powerbiconnector from the left menu to access the Powerbi instance, reports, dashboards and elements such as Workspace, Eventhouse, Kql Database and Table.

6. Here, you can see a list of several workspaces as well as an option to add a new workspace.

7. Enter Titleselect Powerbi instanceand provide ID POWERBI. You can also add a Description. Once finished, click “To safeguard” To create a workspace.

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

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

10. Here you can add a new event home by providing details such as the title, the workspace and the Power Bi ID.

11. Now you can see that Maison Event is published.

12. Here you can see a list of the KQL database as well as an option to add a new KQL database.

13. Here you can add a new KQL database by providing details such as the title, the House and Powerbi ID event. The system will automatically detect the URI and URI request service from the ingestion service.

14. Here, you can see that the KQL database is published with its details, including the title, the House, Powerbi ID event, the URI request service and the URI ingestion service.

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 statutes.

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

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

17. You can see that the Powerbi table is published and the ingestion mapping is activated. The table is linked to a specific KQL database and contains several fields with different data types.

18. Here, you can see that the drop -down list “actions” provides options to export data, delete data and update the Powerbi table diagram.

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

20. Powerbi report displaying control information, including the order date, references, totals and graphic ventilation.

21. List of Powerbi dashboards available with dashboard names, workspaces, ID Powerbi and unique relationship IDs.

22. Powerbi dashboard displaying the order information, including the order date, references, totals and graphic ventilation.

I hope you will find the guide useful! Do not hesitate to share your comments in the comments below.

If you still have problems / requests on this subject, please raise a ticket to the UV office.

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