How can i connect a Acumatica server to Power BI so that i can visualize Top 20 customer, Top 20 Sales Order like that.
Answer
Connection of Acumatica with Power BI
Best answer by Laura03
Hello,
The links below provide instructions via video and helpful articles.
- Acumatica Video by Doug Johnson, (Y ou T ube) How to install the Acumatica Power BI Template App.
- Acumatica User Group online Forum: Acumatica OData with Microsoft Excel and Power BI.
-
For Additional How to and fixes:
https://www.augforums.com/forums/acumatica-odata-with-microsoft-excel-and-power-bi/
- Acumatica Generic Inquiries can be exposed to Power BI via Expose via OData option:
Laura
+19Hello,
The links below provide instructions via video and helpful articles.
- Acumatica Video by Doug Johnson, (Y ou T ube) How to install the Acumatica Power BI Template App.
- Acumatica User Group online Forum: Acumatica OData with Microsoft Excel and Power BI.
-
For Additional How to and fixes:
https://www.augforums.com/forums/acumatica-odata-with-microsoft-excel-and-power-bi/
- Acumatica Generic Inquiries can be exposed to Power BI via Expose via OData option:
Laura
~ Laura Barber, WM Synergy
+1Anyone else receive an error when trying to install the Acumatica Template App in BI? When I try to install it says:
Something went wrong
There was a problem installing your template app
Please try again later or contact support. If you contact support, please provide these details
Activity ID: 1df2480e-42b9-4edc-aaa3-6b1fa5418839
Request ID: 1d7d4ddf-baa0-fe95-7eba-e5559261434c
Correlation ID: 8d3be707-44e1-65cf-afcc-8ac30b8ce79a
Time: Wed Oct 09 2024 13:15:30 GMT-0700 (Pacific Daylight Time)
Service version: 13.0.24380.64
Client version: 2409.5.21159-train
Cluster URI: https://wabi-west-us-redirect.analysis.windows.net/
+1I’ve tried installing the Acumatica Power BI template app on multiple machines under different accounts and am unable to install it. Other Power BI template apps install fine, but the Acumatica app gives the same error every time. Would love to know if anyone else is currently able to install it or if there’s a problem with the app that is currently posted.
+1Update: it’s not just me. Apparently the Acumatica Template App for Power BI isn’t work anymore, at least not to install it! Doesn’t seem like there are a lot of people trying to use Power BI given the thundering silence on here about it.
+3Hi
I haven’t messed with the Template App, but it’s not required to use data out of Acumatica in Power BI. I have some GI’s exposed to OData, which then refresh into Power BI data pools nightly. It’s been a huge benefit for folks that need data-demanding answers.
In addition to
https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=642945d9-df36-429b-8784-0f1bcf0e5495
Hope that gets you pointed in the right direction!
+1Hi
I haven’t messed with the Template App, but it’s not required to use data out of Acumatica in Power BI. I have some GI’s exposed to OData, which then refresh into Power BI data pools nightly. It’s been a huge benefit for folks that need data-demanding answers.
In addition to
https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=642945d9-df36-429b-8784-0f1bcf0e5495
Hope that gets you pointed in the right direction!
Thanks Craig. Good to know. Definitely my first foray into Power BI, so it seemed like the template app would be a good place to start, but will also look into starting from scratch if needed.
JRF
+3No worries at all! I should make one correction, the link above is instructions for OData connections into DACs (so the full contents of individual tables).
These are the instructions for getting rolling with GI’s (which is what I primarily use):
https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=dac328c5-5dae-43af-b18a-d7a52374633d
Good luck!
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