Connettersi a Zuora con Power BIConnect to Zuora with Power BI

Zuora per Power BI consente di visualizzare dati importanti relativi a ricavi, fatturazione e sottoscrizioni.Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. È possibile usare il dashboard e i report predefiniti per analizzare le tendenze di utilizzo, tenere traccia di fatture e pagamenti e monitorare i ricavi ricorrenti oppure personalizzare dashboard e report in base alle esigenze specifiche.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.

Connettersi a Zuora per Power BI.Connect to the Zuora for Power BI.

Come connettersiHow to connect

  1. Selezionare Recupera dati nella parte inferiore del riquadro di spostamento sinistro.Select Get Data at the bottom of the left navigation pane.

  2. Nella casella Servizi selezionare Recupera.In the Services box, select Get.

  3. Selezionare Zuora > Recupera.Select Zuora > Get.

  4. Specificare l'URL di Zuora.Specify your Zuora URL. In genere è "https://www.zuora.com". Per informazioni dettagliate su come trovare questi parametri, vedere più avanti.This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. In Metodo di autenticazioneselezionare Di base e fornire il nome utente e la password (distinzione tra maiuscole e minuscole), quindi selezionare Accedi.For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. Dopo l'approvazione, il processo di importazione inizierà automaticamente.After approving, the import process will begin automatically. Al termine nel riquadro di spostamento verranno visualizzati un nuovo dashboard, un nuovo report e un nuovo set di dati.When complete, a new dashboard, report and model will appear in the Navigation Pane. Selezionare il dashboard per visualizzare i dati importati.Select the dashboard to view your imported data.

Altre operazioniWhat now?

Cosa è inclusoWhat's included

Il pacchetto di contenuto usa l'API di Zuora AQUA per recuperare le tabelle seguenti:The content pack uses the Zuora AQUA API to pull in the following tables:

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

It also includes these calculated measures:It also includes these calculated measures:

MisuraMeasure DescrizioneDescription Pseudo-calcoloPseudo-Calculation
Account: PaymentsAccount: Payments Importo totale dei pagamenti in un periodo di tempo, in base alla data effettiva del pagamento.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: RefundsAccount: Refunds Importo totale dei rimborsi in un periodo di tempo, in base alla data del rimborso.Total refund amounts in a time period, based on refund refund date. L'importo viene riportato come numero 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 PaymentsAccount: Net Payments Somma dei pagamenti e dei rimborsi degli account in periodo di tempo.Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
Account: Active AccountsAccount: Active Accounts Numero di account attivi in un periodo di tempo.The count of accounts that were active in a time period. Le sottoscrizioni devono essere iniziate prima (o in corrispondenza) della data iniziale del periodo di tempo.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 RevenueAccount: Average Recurring Revenue MRR lordo per account attivo in un periodo di tempo.Gross MRR per active account in a time period. Gross MRR / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
Account: Cancelled SubscriptionsAccount: Cancelled Subscriptions Numero di account che hanno annullato una sottoscrizione in un periodo di tempo.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 ErrorsAccount: Payment Errors Valore totale degli errori di pagamento.Total value of payment errors. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.Status = "Error"Payment.Status = "Error"
Revenue Schedule Item: Recognized RevenueRevenue Schedule Item: Recognized Revenue Fatturato riconosciuto totale in un periodo contabile.Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)SUM (RevenueScheduleItem.Amount)
WHEREWHERE
AccountingPeriod.StartDate = TimePeriod.StartDateAccountingPeriod.StartDate = TimePeriod.StartDate
Subscription: New SubscriptionsSubscription: New Subscriptions Numero di nuove sottoscrizioni in un periodo di tempo.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 ItemsInvoice: Invoice Items Importi totali addebiti per voci fattura in un periodo di tempo.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 ItemsInvoice: Taxation Items Importi totali imposte per voci di imposta in un periodo di tempo.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 AdjustmentsInvoice: Invoice Item Adjustments Importi totali rettifiche di voci fattura in un periodo di tempo.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 AdjustmentsInvoice: Invoice Adjustments Importi totali rettifiche di fatture in un periodo di tempo.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 BillingsInvoice: Net Billings Somma di voci fattura, voci di imposta, rettifiche di voci fattura e rettifiche di fatture in un periodo di tempo.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 BalanceInvoice: Invoice Aging Balance Somma dei saldi delle fatture registrate.Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
Invoice: Gross BillingsInvoice: Gross Billings Somma degli importi di addebito per le voci delle fatture registrate in un periodo di tempo.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 AdjustmentsInvoice: Total Adjustments Somma delle rettifiche di fatture e delle rettifiche di voci di fattura elaborate associate alle fatture registrate.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 MRRRate Plan Charge: Gross MRR Somma dei ricavi periodici mensili da sottoscrizioni in un periodo di tempo.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

Requisiti di sistemaSystem requirements

È necessario l'accesso all'API Zuora.Access to the Zuora API is required.

Individuazione dei parametriFinding parameters

Fornire l'URL usato in genere per accedere ai dati di Zuora.Provide the URL you typically sign into to access your Zuora data. Le opzioni valide sono:The valid options are:

Risoluzione dei problemiTroubleshooting

Il pacchetto di contenuto Zuora effettua il pull di numerosi elementi dell'account Zuora.The Zuora content pack pulls in many different aspects of your Zuora account. Se non si usano determinate funzionalità, i riquadri o i report corrispondenti potrebbero apparire vuoti.If you don't use certain features you may see correpesonding tiles/reports empty. Se si verificano problemi di caricamento, contattare il supporto di Power BI.If you have any issues loading, please contact Power BI Support.

Passaggi successiviNext steps

Introduzione a Power BIGet started in Power BI

Recuperare dati in Power BIGet data in Power BI