Power BI で Zuora に接続するConnect to Zuora with Power BI

Power BI 用 Zuora を使用すると、重要な売上、請求、およびサブスクリプションのデータを視覚化できます。Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. 既定のダッシュボードとレポートを使用して、使用傾向の分析、請求と支払の追跡、経常収益の監視を行えます。さらに、ダッシュボードとレポートの独自のニーズに応じるためのカスタマイズも可能です。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.

Power BI 用 Zuora に接続します。Connect to the Zuora for Power BI.

接続する方法How to connect

  1. 左側のナビゲーション ウィンドウの下部にある [データの取得] を選択します。Select Get Data at the bottom of the left navigation pane.

  2. [サービス] ボックスで、 [取得]を選択します。In the Services box, select Get.

  3. [Zuora] > [取得] の順に選択します。Select Zuora > Get.

  4. Zuora URL を指定します。Specify your Zuora URL. 通常は、"https://www.zuora.com" です。これらのパラメーターの見つけ方について詳しくは、後述します。This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. [認証方式]で、 [基本] を選択し、ユーザー名とパスワード (大文字小文字を区別) を入力し、 [サインイン]を選択します。For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. 承諾後、インポート処理が自動的に開始されます。After approving, the import process will begin automatically. 完了すると、ナビゲーション ウィンドウに、新しいダッシュ ボード、レポート、モデルが表示されます。When complete, a new dashboard, report and model will appear in the Navigation Pane. インポートされたデータを表示するダッシュボードを選択します。Select the dashboard to view your imported data.

実行できる操作What now?

  • ダッシュボード上部にある Q&A ボックスで質問してみてください。Try asking a question in the Q&A box at the top of the dashboard
  • ダッシュボードでタイルを変更できます。Change the tiles in the dashboard.
  • タイルを選択して基になるレポートを開くことができます。Select a tile to open the underlying report.
  • データセットは毎日更新されるようにスケジュール設定されますが、更新のスケジュールは変更でき、また [今すぐ更新] を使えばいつでも必要なときに更新できます。While your dataset will be schedule to refreshed daily, you can change the refresh schedule or try refreshing it on demand using Refresh Now

含まれるものWhat's included

このコンテンツ パックは、Zuora AQUA API を使用して次のテーブルを取得します。The content pack uses the Zuora AQUA API to pull in the following tables:

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

また、次の計算メジャーも含まれます。It also includes these calculated measures:

メジャーMeasure 説明Description 擬似計算Pseudo-Calculation
アカウント: 支払Account: Payments 支払有効日に基づく、期間内の合計支払金額。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
アカウント: 返金Account: Refunds 返金日に基づく、期間内の合計返金額。Total refund amounts in a time period, based on refund refund date. 金額は負の数として報告されます。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
アカウント: 純支払Account: Net Payments 期間内のアカウント支払とアカウント返金の合計。Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
アカウント: アクティブなアカウントAccount: Active Accounts 期間内にアクティブであったアカウントの数。The count of accounts that were active in a time period. サブスクリプションは、期間の開始日の前 (または当日) に起動されている必要があります。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
アカウント: 平均経常収益Account: Average Recurring Revenue 期間内のアクティブなアカウントあたりの総 MRR。Gross MRR per active account in a time period. Gross MRR / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
アカウント: サブスクリプションの取り消しAccount: Cancelled Subscriptions 期間内にサブスクリプションを取り消したアカウントの数。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
アカウント: 支払エラーAccount: Payment Errors 支払エラーの合計値。Total value of payment errors. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.Status = "Error"Payment.Status = "Error"
収益スケジュール項目: 認識されている収益Revenue Schedule Item: Recognized Revenue 会計期間内で識別された売上の合計。Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)SUM (RevenueScheduleItem.Amount)
WHEREWHERE
AccountingPeriod.StartDate = TimePeriod.StartDateAccountingPeriod.StartDate = TimePeriod.StartDate
サブスクリプション: 新しいサブスクリプションSubscription: New Subscriptions 期間内の新しいサブスクリプションの数。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
請求書: 請求書項目Invoice: Invoice Items 期間内の請求書項目の合計請求金額。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
請求書: 課税項目Invoice: Taxation Items 期間内の課税項目の合計課税額。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
請求書: 請求書項目の調整Invoice: Invoice Item Adjustments 期間内の請求書項目の調整金額の合計。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
請求書: 請求書の調整Invoice: Invoice Adjustments 期間内の請求書調整金額の合計。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
請求書: 純請求Invoice: Net Billings 期間内の請求項目、課税項目、請求書項目調整、および請求書調整の合計。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
請求書: 請求書エージング残高Invoice: Invoice Aging Balance 転記済み請求書残高の合計。Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
請求書: 総請求Invoice: Gross Billings 期間内の転記済み請求書の請求項目請求金額の合計。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
請求書: 調整の合計Invoice: Total Adjustments 転記済みの請求書に関連付けられている処理済みの請求書調整と請求書項目調整の合計。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"
レート プラン料金: 総 MRRRate Plan Charge: Gross MRR 期間内のサブスクリプションからの毎月の経常収益の合計。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

システム要件System requirements

Zuora API へのアクセスが必要です。Access to the Zuora API is required.

パラメーターの見つけ方Finding parameters

Zuora データにアクセスするために通常サインインする URL を指定します。Provide the URL you typically sign into to access your Zuora data. 有効なオプションは次のとおりです。The valid options are:

トラブルシューティングTroubleshooting

Zuora コンテンツ パックは、ご使用の Zuora アカウントの多数の多様な情報をプルします。The Zuora content pack pulls in many different aspects of your Zuora account. 特定の機能を使用しない場合は、対応するタイル/レポートが空になる場合があります。If you don't use certain features you may see correpesonding tiles/reports empty. 読み込みに関して問題がある場合は、Power BI サポートに問い合わせてください。If you have any issues loading, please contact Power BI Support.

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