Se connecter à Zuora avec Power BIConnect to Zuora with Power BI

Zuora pour Power BI vous permet de visualiser des données importantes sur votre chiffre d’affaires, votre facturation et vos abonnements.Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. Utilisez le tableau de bord et les rapports par défaut pour analyser les tendances d’utilisation, suivre la facturation et les paiements, et surveiller les revenus réguliers, ou personnalisez-les pour répondre à vos besoins uniques.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.

Connectez-vous à Zuora pour Power BI.Connect to the Zuora for Power BI.

Comment se connecterHow to connect

  1. Sélectionnez Obtenir des données en bas du volet de navigation gauche.Select Get Data at the bottom of the left navigation pane.

  2. Dans la zone Services , sélectionnez Obtenir.In the Services box, select Get.

  3. Sélectionnez Zuora > Obtenir.Select Zuora > Get.

  4. Spécifiez l’URL de Zuora (en général, https://www.zuora.com).Specify your Zuora URL. (en général, https://www.zuora.com). Consultez les détails sur la recherche de ces paramètres ci-dessous.This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. Pour Méthode d’authentification, sélectionnez Basic et indiquez vos nom d’utilisateur et mot de passe (en respectant la casse), puis sélectionnez Se connecter.For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. Après l’approbation, le processus d’importation démarre automatiquement.After approving, the import process will begin automatically. Une fois terminé, de nouveaux tableau de bord, rapport et modèle apparaîtront dans le volet de navigation.When complete, a new dashboard, report and model will appear in the Navigation Pane. Sélectionnez le tableau de bord pour afficher vos données importées.Select the dashboard to view your imported data.

Et maintenant ?What now?

Ce qui est inclusWhat's included

Le pack de contenu utilise l’API Zuora AQUA pour exploiter les tables suivantes :The content pack uses the Zuora AQUA API to pull in the following tables:

TableauxTables
AccountAccount InvoiceItemAdjustmentInvoiceItemAdjustment RefundRefund
AccountingCodeAccountingCode PaymentPayment RevenueScheduleRevenueSchedule
AccountingPeriodAccountingPeriod PaymentMethodPaymentMethod RevenueScheduleItemRevenueScheduleItem
BillToBillTo ProductProduct SubscriptionSubscription
DateDimDateDim ProductRatePlanProductRatePlan TaxationItemTaxationItem
InvoiceInvoice ProductRatePlanChargeProductRatePlanCharge UtilisationUsage
InvoiceAdjustmentInvoiceAdjustment RatePlanRatePlan
InvoiceItemInvoiceItem RatePlanChargeRatePlanCharge

Il inclut également ces mesures calculées :It also includes these calculated measures:

MesureMeasure DescriptionDescription Pseudo-calculPseudo-Calculation
Compte : PaiementsAccount: Payments Totaux payés sur une période, en fonction de la date d’effet du paiement.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
Compte : RemboursementsAccount: Refunds Totaux de remboursement sur une période, en fonction de la date de remboursement.Total refund amounts in a time period, based on refund refund date. La quantité est signalée comme un nombre négatif.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
Compte : Paiements netsAccount: Net Payments Paiements de compte plus remboursements de compte sur une période.Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
Compte : Comptes actifsAccount: Active Accounts Nombre de comptes actifs sur une période.The count of accounts that were active in a time period. Les abonnements doivent avoir commencé avant ou à la date de début de période.Subscriptions must have started before (or on) time period start date. COUNT (Account.AccountNumber)COUNT (Account.AccountNumber)
WHEREWHERE
Subscription.Status != "Expiré"Subscription.Status != "Expired"
AND Subscription.Status != "Brouillon"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
Compte : Revenu récurrent moyenAccount: Average Recurring Revenue Revenu récurrent mensuel (MRR) brut par compte actif sur une période.Gross MRR per active account in a time period. MRR brut / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
Compte : Cancelled SubscriptionsAccount: Cancelled Subscriptions Nombre de comptes qui ont annulé un abonnement sur une période donnée.The count of accounts that cancelled a subscription in a time period. COUNT (Account.AccountNumber)COUNT (Account.AccountNumber)
WHEREWHERE
Subscription.Status = "Annulé"Subscription.Status = "Cancelled"
AND Subscription.SubscriptionStartDate <= TimePeriod.StartDateAND Subscription.SubscriptionStartDate <= TimePeriod.StartDate
AND Subscription.CancelledDate >= TimePeriod.StartDateAND Subscription.CancelledDate >= TimePeriod.StartDate
Compte : Erreurs de paiementAccount: Payment Errors Valeur totale des erreurs de paiement.Total value of payment errors. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.Status = "Erreur"Payment.Status = "Error"
Revenue Schedule Item: Recognized RevenueRevenue Schedule Item: Recognized Revenue Revenus totaux identifiés sur une période comptable.Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)SUM (RevenueScheduleItem.Amount)
WHEREWHERE
AccountingPeriod.StartDate = TimePeriod.StartDateAccountingPeriod.StartDate = TimePeriod.StartDate
Abonnement : Nouveaux abonnements.Subscription: New Subscriptions Nombre de nouveaux abonnements sur une période.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
Facture : Éléments de facturationInvoice: Invoice Items Montants totaux des éléments facturés sur une période.Total invoice item charge amounts in a time period. SUM (InvoiceItem.ChargeAmount)SUM (InvoiceItem.ChargeAmount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDateAND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDateAND Invoice.InvoiceDate >= TimePeriod.StartDate
Facture : Éléments de taxationInvoice: Taxation Items Montants totaux de taxation sur une période.Total taxation item tax amounts in a time period. SUM (TaxationItem.TaxAmount)SUM (TaxationItem.TaxAmount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDateAND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDateAND Invoice.InvoiceDate >= TimePeriod.StartDate
Facture : Ajustements d’éléments de facturationInvoice: Invoice Item Adjustments Montants totaux d’éléments de facturation sur une période.Total invoice item adjustment amounts in a time period. SUM (InvoiceItemAdjustment.Amount)SUM (InvoiceItemAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND InvoiceItemAdjustment.AdjustmentDate <= TimePeriod.EndDateAND InvoiceItemAdjustment.AdjustmentDate <= TimePeriod.EndDate
AND InvoiceItemAdjustment.AdjustmentDate >= TimePeriod.StartDateAND InvoiceItemAdjustment.AdjustmentDate >= TimePeriod.StartDate
Facture : Ajustements de facturationInvoice: Invoice Adjustments Montants totaux d’ajustements de facturation sur une période.Total invoice adjustment amounts in a time period. SUM (InvoiceAdjustment.Amount)SUM (InvoiceAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND InvoiceAdjustment.AdjustmentDate <= TimePeriod.EndDateAND InvoiceAdjustment.AdjustmentDate <= TimePeriod.EndDate
AND InvoiceAdjustment.AdjustmentDate >= TimePeriod.StartDateAND InvoiceAdjustment.AdjustmentDate >= TimePeriod.StartDate
Facture : facturation netteInvoice: Net Billings Somme des éléments de facturation, de taxation, d’ajustements d’éléments facturation et d’ajustement de facturation sur une période.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
Facture : Soldes factureInvoice: Invoice Aging Balance Somme des soldes de facture publiés.Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
Facture : facturation bruteInvoice: Gross Billings Somme des montants bruts de facture sur une période.Sum of invoice item charge amounts for posted invoices in a time period. SUM (InvoiceItem.ChargeAmount)SUM (InvoiceItem.ChargeAmount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND Invoice.InvoiceDate <= TimePeriod.EndDateAND Invoice.InvoiceDate <= TimePeriod.EndDate
AND Invoice.InvoiceDate >= TimePeriod.StartDateAND Invoice.InvoiceDate >= TimePeriod.StartDate
Facture : Ajustements totauxInvoice: Total Adjustments Somme des ajustements de facturation traité et des ajustements d’éléments de facturation associés à des factures publiées.Sum of processed invoice adjustments and invoice item adjustments associated with posted invoices. SUM (InvoiceAdjustment.Amount)SUM (InvoiceAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND InvoiceAdjustment.Status = "Processed"AND InvoiceAdjustment.Status = "Processed"
+
SUM (InvoiceItemAdjustment.Amount)SUM (InvoiceItemAdjustment.Amount)
WHEREWHERE
Invoice.Status = "Publié"Invoice.Status = "Posted"
AND invoiceItemAdjustment.Status = "Processed"AND invoiceItemAdjustment.Status = "Processed"
Frais de plan de taux : MRR brutRate Plan Charge: Gross MRR Somme du revenu récurrent mensuel (MRR) à partir d’abonnement sur une période donnée.Sum of monthly recurring revenue from subscriptions in a time period. SUM (RatePlanCharge.MRR)SUM (RatePlanCharge.MRR)
WHEREWHERE
Subscription.Status != "Expiré"Subscription.Status != "Expired"
AND Subscription.Status != "Brouillon"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

Configuration requiseSystem requirements

Vous devez avoir accès à l’API Zuora.Access to the Zuora API is required.

Recherche de paramètresFinding parameters

Indiquez l’URL que vous utilisez généralement pour vous connecter à vos données Zuora.Provide the URL you typically sign into to access your Zuora data. Les options valides sont les suivantes :The valid options are:

Résolution des problèmesTroubleshooting

Le pack de contenu Zuora extrait différents aspects de votre compte Zuora.The Zuora content pack pulls in many different aspects of your Zuora account. Si vous n’utilisez pas certaines fonctionnalités, les vignettes/rapports correspondants peuvent être vides.If you don't use certain features you may see correpesonding tiles/reports empty. Si vous vous heurtez à des problèmes lors du chargement, contactez le support technique dédié à Power BI.If you have any issues loading, please contact Power BI Support.

Étapes suivantesNext steps

Prise en main de Power BIGet started in Power BI

Obtenir des données dans Power BIGet data in Power BI