Connect to Zuora with Power BI

Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. Use the default dashboard and reports to analyze usage trends, track billings and payments, and monitor recurring revenue, or customize them to meet your own unique dashboard and reporting needs.

Connect to the Zuora for Power BI.

How to connect

  1. Select Get Data at the bottom of the left navigation pane.

  2. In the Services box, select Get.

  3. Select Zuora > Get.

  4. Specify your Zuora URL. This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. After approving, the import process will begin automatically. When complete, a new dashboard, report and model will appear in the Navigation Pane. Select the dashboard to view your imported data.

What now?

What's included

The content pack uses the Zuora AQUA API to pull in the following tables:

Tables
Account InvoiceItemAdjustment Refund
AccountingCode Payment RevenueSchedule
AccountingPeriod PaymentMethod RevenueScheduleItem
BillTo Product Subscription
DateDim ProductRatePlan TaxationItem
Invoice ProductRatePlanCharge Usage
InvoiceAdjustment RatePlan
InvoiceItem RatePlanCharge

It also includes these calculated measures:

Measure Description Pseudo-Calculation
Account: Payments Total payment amounts in a time period, based on payment effective date. SUM (Payment.Amount)
WHERE
Payment.EffectiveDate =< TimePeriod.EndDate
AND Payment.EffectiveDate >= TimePeriod.StartDate
Account: Refunds Total refund amounts in a time period, based on refund refund date. Amount is reported as a negative number. -1*SUM(Refund.Amount)
WHERE
Refund.RefundDate =< TimePeriod.EndDate
AND Refund.RefundDate >= TimePeriod.StartDate
Account: Net Payments Account Payments plus Account Refunds in a time period. Account.Payments + Account.Refunds
Account: Active Accounts The count of accounts that were active in a time period. Subscriptions must have started before (or on) time period start date. COUNT (Account.AccountNumber)
WHERE
Subscription.Status != "Expired"
AND Subscription.Status != "Draft"
AND Subscription.SubscriptionStartDate <= TimePeriod.StartDate
AND (Subscription.SubscriptionEndDate > TimePeriod.StartDate
OR
Subscription.SubscriptionEndDate = null) –evergreen subscription
Account: Average Recurring Revenue Gross MRR per active account in a time period. Gross MRR / Account.ActiveAccounts
Account: Cancelled Subscriptions The count of accounts that cancelled a subscription in a time period. COUNT (Account.AccountNumber)
WHERE
Subscription.Status = "Cancelled"
AND Subscription.SubscriptionStartDate <= TimePeriod.StartDate
AND Subscription.CancelledDate >= TimePeriod.StartDate
Account: Payment Errors Total value of payment errors. SUM (Payment.Amount)
WHERE
Payment.Status = "Error"
Revenue Schedule Item: Recognized Revenue Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)
WHERE
AccountingPeriod.StartDate = TimePeriod.StartDate
Subscription: New Subscriptions Count of new subscriptions in a time period. COUNT (Subscription.ID)
WHERE
Subscription.Version = "1"
AND Subscription.CreatedDate <= TimePeriod.EndDate
AND Subscription.CreatedDate >= TimePeriod.StartDate
Invoice: Invoice Items Total invoice item charge amounts in a time period. SUM (InvoiceItem.ChargeAmount)
WHERE
Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDate
Invoice: Taxation Items Total taxation item tax amounts in a time period. SUM (TaxationItem.TaxAmount)
WHERE
Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDate
Invoice: Invoice Item Adjustments Total invoice item adjustment amounts in a time period. SUM (InvoiceItemAdjustment.Amount)
WHERE
Invoice.Status = "Posted"
AND InvoiceItemAdjustment.AdjustmentDate <= TimePeriod.EndDate
AND InvoiceItemAdjustment.AdjustmentDate >= TimePeriod.StartDate
Invoice: Invoice Adjustments Total invoice adjustment amounts in a time period. SUM (InvoiceAdjustment.Amount)
WHERE
Invoice.Status = "Posted"
AND InvoiceAdjustment.AdjustmentDate <= TimePeriod.EndDate
AND InvoiceAdjustment.AdjustmentDate >= TimePeriod.StartDate
Invoice: Net Billings Sum of invoice items, taxation items, invoice item adjustments, and invoice adjustments in a time period. Invoice.InvoiceItems + Invoice.TaxationItems + Invoice.InvoiceItemAdjustments + Invoice.InvoiceAdjustments
Invoice: Invoice Aging Balance Sum of posted invoice balances. SUM (Invoice.Balance)
WHERE
Invoice.Status = "Posted"
Invoice: Gross Billings Sum of invoice item charge amounts for posted invoices in a time period. SUM (InvoiceItem.ChargeAmount)
WHERE
Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDate
Invoice: Total Adjustments Sum of processed invoice adjustments and invoice item adjustments associated with posted invoices. SUM (InvoiceAdjustment.Amount)
WHERE
Invoice.Status = "Posted"
AND InvoiceAdjustment.Status = "Processed"
+
SUM (InvoiceItemAdjustment.Amount)
WHERE
Invoice.Status = "Posted"
AND invoiceItemAdjustment.Status = "Processed"
Rate Plan Charge: Gross MRR Sum of monthly recurring revenue from subscriptions in a time period. SUM (RatePlanCharge.MRR)
WHERE
Subscription.Status != "Expired"
AND Subscription.Status != "Draft"
AND RatePlanCharge.EffectiveStartDate <= TimePeriod.StartDate
AND RatePlanCharge.EffectiveEndDate > TimePeriod.StartDate
OR RatePlanCharge.EffectiveEndDate = null --evergreen subscription

System requirements

Access to the Zuora API is required.

Finding parameters

Provide the URL you typically sign into to access your Zuora data. The valid options are:

Troubleshooting

The Zuora content pack pulls in many different aspects of your Zuora account. If you don't use certain features you may see correpesonding tiles/reports empty. If you have any issues loading, please contact Power BI Support.

Next steps

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