Conexión a Zuora con Power BIConnect to Zuora with Power BI

Zuora para Power BI permite visualizar datos importantes acerca de ingresos, facturación y suscripciones.Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. Use el panel y los informes predeterminados para analizar las tendencias de uso, realizar un seguimiento de pagos y facturaciones, y supervisar los ingresos recurrentes, o personalícelos para satisfacer sus propias necesidades de panel e informes.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.

Conéctese a Zuora para Power BI.Connect to the Zuora for Power BI.

Cómo conectarseHow to connect

  1. Seleccione Obtener datos en la parte inferior del panel de navegación izquierdo.Select Get Data at the bottom of the left navigation pane.

  2. En el cuadro Servicios , seleccione Obtener.In the Services box, select Get.

  3. Seleccione Zuora > Obtener.Select Zuora > Get.

  4. Especifique la dirección URL de Zuora.Specify your Zuora URL. Suele ser "https://www.zuora.com"; consulte los detalles acerca de la búsqueda de parámetros más adelante.This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. En Método de autenticación, seleccione Básico , proporcione el nombre de usuario y la contraseña (distingue mayúsculas de minúsculas), y haga clic en Iniciar sesión.For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. Tras la aprobación, el proceso de importación se iniciará automáticamente.After approving, the import process will begin automatically. Cuando haya finalizado, aparecerá un nuevo panel, informes y modelo en el panel de navegación.When complete, a new dashboard, report and model will appear in the Navigation Pane. Seleccione el panel para ver los datos importados.Select the dashboard to view your imported data.

¿Qué más?What now?

Qué se incluyeWhat's included

El paquete de contenido utiliza la API AQUA de Zuora para extraer las siguientes tablas:The content pack uses the Zuora AQUA API to pull in the following tables:

TablasTables
Account (Cuenta)Account InvoiceItemAdjustment (AjusteArtículoFactura)InvoiceItemAdjustment Refund (Reembolso)Refund
AccountingCode (CódigoContable)AccountingCode Payment (Pago)Payment RevenueSchedule (ProgramaIngresos)RevenueSchedule
AccountingPeriod (PeríodoContable)AccountingPeriod PaymentMethod (MétodoPago)PaymentMethod RevenueScheduleItem (ArtículoProgramaIngresos)RevenueScheduleItem
BillTo (Facturar a)BillTo Product (Producto)Product Subscription (Suscripción)Subscription
DateDim (DimFecha)DateDim ProductRatePlan (PlanTasaProducto)ProductRatePlan TaxationItem (ArtículoImpuestos)TaxationItem
Invoice (Factura)Invoice ProductRatePlanCharge (CargoPlanTasaProducto)ProductRatePlanCharge Usage (Uso)Usage
InvoiceAdjustment (AjusteFactura)InvoiceAdjustment RatePlan (PlanTasa)RatePlan
InvoiceItem (ArtículoFactura)InvoiceItem RatePlanCharge (CargoPlanTasa)RatePlanCharge

También incluye estas medidas calculadas:It also includes these calculated measures:

MedidaMeasure DescripciónDescription PseudocálculoPseudo-Calculation
Account: Payments (Cuenta: pagos)Account: Payments Cantidades totales de pago en un período, basadas en la fecha efectiva de pago.Total payment amounts in a time period, based on payment effective date. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.EffectiveDate =< TimePeriod.EndDatePayment.EffectiveDate =< TimePeriod.EndDate
AND Payment.EffectiveDate >= TimePeriod.StartDateAND Payment.EffectiveDate >= TimePeriod.StartDate
Account: Refunds (Cuenta: reembolsos)Account: Refunds Cantidades totales de reembolso en un período, basadas en la fecha de reembolso.Total refund amounts in a time period, based on refund refund date. La cantidad se notifica como un número negativo.Amount is reported as a negative number. -1*SUM(Refund.Amount)-1*SUM(Refund.Amount)
WHEREWHERE
Refund.RefundDate =< TimePeriod.EndDateRefund.RefundDate =< TimePeriod.EndDate
AND Refund.RefundDate >= TimePeriod.StartDateAND Refund.RefundDate >= TimePeriod.StartDate
Account: Net Payments (Cuenta: pagos netos)Account: Net Payments Pagos y reembolsos de la cuenta en un período.Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
Account: Active Accounts (Cuenta: cuentas activas)Account: Active Accounts El número de cuentas que estaban activas en un período.The count of accounts that were active in a time period. Las suscripciones deben haberse iniciado antes (o durante) la fecha de inicio del período.Subscriptions must have started before (or on) time period start date. COUNT (Account.AccountNumber)COUNT (Account.AccountNumber)
WHEREWHERE
Subscription.Status != "Expired"Subscription.Status != "Expired"
AND Subscription.Status != "Draft"AND Subscription.Status != "Draft"
AND Subscription.SubscriptionStartDate <= TimePeriod.StartDateAND Subscription.SubscriptionStartDate <= TimePeriod.StartDate
AND (Subscription.SubscriptionEndDate > TimePeriod.StartDateAND (Subscription.SubscriptionEndDate > TimePeriod.StartDate
OROR
Subscription.SubscriptionEndDate = null) –evergreen subscriptionSubscription.SubscriptionEndDate = null) –evergreen subscription
Account: Average Recurring Revenue (Cuenta: ingresos recurrentes promedio)Account: Average Recurring Revenue MRR (ingresos recurrentes mensuales) brutos por cuenta activa en un período.Gross MRR per active account in a time period. Gross MRR / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
Account: Cancelled Subscriptions (Cuenta: suscripciones canceladas)Account: Cancelled Subscriptions El número de cuentas que cancelaron una suscripción en un período.The count of accounts that cancelled a subscription in a time period. COUNT (Account.AccountNumber)COUNT (Account.AccountNumber)
WHEREWHERE
Subscription.Status = "Cancelled"Subscription.Status = "Cancelled"
AND Subscription.SubscriptionStartDate <= TimePeriod.StartDateAND Subscription.SubscriptionStartDate <= TimePeriod.StartDate
AND Subscription.CancelledDate >= TimePeriod.StartDateAND Subscription.CancelledDate >= TimePeriod.StartDate
Account: Payment Errors (Cuentas: errores de pago)Account: Payment Errors Valor total de errores de pago.Total value of payment errors. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.Status = "Error"Payment.Status = "Error"
Revenue Schedule Item: Recognized Revenue (Elemento de programación de ingresos: ingresos reconocidos)Revenue Schedule Item: Recognized Revenue Ingresos totales reconocidos en un periodo contable.Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)SUM (RevenueScheduleItem.Amount)
WHEREWHERE
AccountingPeriod.StartDate = TimePeriod.StartDateAccountingPeriod.StartDate = TimePeriod.StartDate
Subscription: New Subscriptions (Suscripción: nuevas suscripciones)Subscription: New Subscriptions Recuento de las nuevas suscripciones en un período.Count of new subscriptions in a time period. COUNT (Subscription.ID)COUNT (Subscription.ID)
WHEREWHERE
Subscription.Version = "1"Subscription.Version = "1"
AND Subscription.CreatedDate <= TimePeriod.EndDateAND Subscription.CreatedDate <= TimePeriod.EndDate
AND Subscription.CreatedDate >= TimePeriod.StartDateAND Subscription.CreatedDate >= TimePeriod.StartDate
Invoice: Invoice Items (Factura: artículos de la factura)Invoice: Invoice Items Cantidades totales de cargos de artículos de la factura en un período.Total invoice item charge amounts in a time period. SUM (InvoiceItem.ChargeAmount)SUM (InvoiceItem.ChargeAmount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDateAND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDateAND Invoice.InvoiceDate >= TimePeriod.StartDate
Invoice: Taxation Items (Factura: artículos con impuestos)Invoice: Taxation Items Cantidades totales de impuestos de artículos con impuestos en un período.Total taxation item tax amounts in a time period. SUM (TaxationItem.TaxAmount)SUM (TaxationItem.TaxAmount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDateAND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDateAND Invoice.InvoiceDate >= TimePeriod.StartDate
Invoice: Invoice Item Adjustments (Factura: ajustes de artículos de factura)Invoice: Invoice Item Adjustments Cantidades totales de ajustes de elemento de artículos de factura en un período.Total invoice item adjustment amounts in a time period. SUM (InvoiceItemAdjustment.Amount)SUM (InvoiceItemAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND InvoiceItemAdjustment.AdjustmentDate <= TimePeriod.EndDateAND InvoiceItemAdjustment.AdjustmentDate <= TimePeriod.EndDate
AND InvoiceItemAdjustment.AdjustmentDate >= TimePeriod.StartDateAND InvoiceItemAdjustment.AdjustmentDate >= TimePeriod.StartDate
Invoice: Invoice Adjustments (Factura: ajustes de factura)Invoice: Invoice Adjustments Cantidades totales de ajustes de factura en un período.Total invoice adjustment amounts in a time period. SUM (InvoiceAdjustment.Amount)SUM (InvoiceAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND InvoiceAdjustment.AdjustmentDate <= TimePeriod.EndDateAND InvoiceAdjustment.AdjustmentDate <= TimePeriod.EndDate
AND InvoiceAdjustment.AdjustmentDate >= TimePeriod.StartDateAND InvoiceAdjustment.AdjustmentDate >= TimePeriod.StartDate
Invoice: Net Billings (Factura: facturaciones netas)Invoice: Net Billings Suma de los artículos de la factura, artículos con impuestos, ajustes de artículos de factura y ajustes de factura en un período.Sum of invoice items, taxation items, invoice item adjustments, and invoice adjustments in a time period. Invoice.InvoiceItems + Invoice.TaxationItems + Invoice.InvoiceItemAdjustments + Invoice.InvoiceAdjustmentsInvoice.InvoiceItems + Invoice.TaxationItems + Invoice.InvoiceItemAdjustments + Invoice.InvoiceAdjustments
Invoice: Invoice Aging Balance (Factura: saldos de antigüedad de la factura)Invoice: Invoice Aging Balance Suma de saldos de facturas registradas.Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
Invoice: Gross Billings (Factura: facturaciones brutas)Invoice: Gross Billings Suma de las cantidades de cargos de artículos de la factura para las facturas registradas en un período.Sum of invoice item charge amounts for posted invoices in a time period. SUM (InvoiceItem.ChargeAmount)SUM (InvoiceItem.ChargeAmount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDateAND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDateAND Invoice.InvoiceDate >= TimePeriod.StartDate
Invoice: Total Adjustments (Factura: ajustes totales)Invoice: Total Adjustments Suma de los ajustes de las facturas procesadas y ajustes de artículos de las facturas asociadas a las facturas registradas.Sum of processed invoice adjustments and invoice item adjustments associated with posted invoices. SUM (InvoiceAdjustment.Amount)SUM (InvoiceAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND InvoiceAdjustment.Status = "Processed"AND InvoiceAdjustment.Status = "Processed"
+
SUM (InvoiceItemAdjustment.Amount)SUM (InvoiceItemAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
AND invoiceItemAdjustment.Status = "Processed"AND invoiceItemAdjustment.Status = "Processed"
Rate Plan Charge: Gross MRR (Cargo de plan de tasa: MRR bruto)Rate Plan Charge: Gross MRR Suma de ingresos recurrentes mensuales procedentes de suscripciones en un período.Sum of monthly recurring revenue from subscriptions in a time period. SUM (RatePlanCharge.MRR)SUM (RatePlanCharge.MRR)
WHEREWHERE
Subscription.Status != "Expired"Subscription.Status != "Expired"
AND Subscription.Status != "Draft"AND Subscription.Status != "Draft"
AND RatePlanCharge.EffectiveStartDate <= TimePeriod.StartDateAND RatePlanCharge.EffectiveStartDate <= TimePeriod.StartDate
AND RatePlanCharge.EffectiveEndDate > TimePeriod.StartDateAND RatePlanCharge.EffectiveEndDate > TimePeriod.StartDate
OR RatePlanCharge.EffectiveEndDate = null --evergreen subscriptionOR RatePlanCharge.EffectiveEndDate = null --evergreen subscription

Requisitos del sistemaSystem requirements

Se requiere acceso a la API de Zuora.Access to the Zuora API is required.

Búsqueda de parámetrosFinding parameters

Proporcione la dirección URL con la que inicia sesión normalmente para acceder a los datos de Zuora.Provide the URL you typically sign into to access your Zuora data. Las opciones válidas son:The valid options are:

Solución de problemasTroubleshooting

El paquete de contenido de Zuora extrae muchos aspectos diferentes de la cuenta de Zuora.The Zuora content pack pulls in many different aspects of your Zuora account. Si no usa determinadas características, es posible que los iconos o informes correspondientes se muestren vacíos.If you don't use certain features you may see correpesonding tiles/reports empty. Si experimenta problemas durante la carga, póngase en contacto con el soporte técnico de Power BI.If you have any issues loading, please contact Power BI Support.

Pasos siguientesNext steps

Introducción a Power BIGet started in Power BI

Obtener datos en Power BIGet data in Power BI