Xero in Power BI


Xero is an online accounting platform that is quickly becoming a world-leader in cloud accounting software. It allows companies and financial departments to work more efficiently through real-time access to information, collaboration tools and simple reporting.

Using Power BI, you are able to augment and expand on Xero’s reporting capabilities. You can also integrate data from Xero with your other systems and data sources to create a complete picture of your company.

Using sample data, we’ve created a few common reports for you to try. Each report is interactive and allows you to drill down into the data quickly and easily.

For this dashboard, we’ve created a simple process:

    • Use the Xero API to extract data from Xero
    • Store the data in an Azure SQL database
    • Process and model the data using Azure Analysis Services
    • Integrate and augment the data with relevant systems and available data
    • Report and dashboard the data using Power BI Services