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Are Balance sheets and Income statements possible in Acumatica with Power BI?

  • November 15, 2021
  • 3 replies
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A
Freshman I
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Hi all. Are Balance sheets and Income statements possible in Acumatica with Power BI?

Best answer by vkumar

Hi @andre89 

You can pull existing Generic Inquires on PowerBI using Odata connection. I don't see a possibility to pull Financial report information using Generic Inquiry (there are no out of the box Generic inquiry as well). Hence, I don't see an option to get the information on Power BI at present. 

 

Regards
 

Andre Aysen

    3 replies

    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • Answer
    • November 17, 2021

    Hi @andre89 

    You can pull existing Generic Inquires on PowerBI using Odata connection. I don't see a possibility to pull Financial report information using Generic Inquiry (there are no out of the box Generic inquiry as well). Hence, I don't see an option to get the information on Power BI at present. 

     

    Regards
     

    VijayKumarU
      C
      Semi-Pro I
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      • ChandraM
      • Semi-Pro I
      • November 17, 2021

      Hi @andre89 This is in addition to the details from @vkumar.

      Please try the below approach and verify if this works.

      The data required for the Financial Statements should be in the GLTran table. You can try creating a generic Inquiry with data from the GLTran table, and by enabling the ODATA checkbox.

      This generic Inquiry can be pulled into Power BI and have the Balance Sheets reports designed in Power BI. 

      Thanks

       

      Chandra M
        A
        Freshman I
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        • andre89
        • Author
        • Freshman I
        • March 1, 2022

        Done and dusted!!

        Andre Aysen
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