Подключение к Zuora с помощью Power BIConnect to Zuora with Power BI

Zuora для Power BI позволяет визуализировать важные данные о доходах, выставлении счетов и подписках.Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. Используйте панель мониторинга и отчеты по умолчанию для анализа тенденций использования, отслеживания отчетов и выплат, а также мониторинга постоянных доходов или их настройки в соответствии с уникальными требованиями к панели мониторинга и отчетам.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.

Подключитесь к Zuora для Power BI.Connect to the Zuora for Power BI.

Способы подключенияHow to connect

  1. Нажмите кнопку Получить данные в нижней части левой панели навигации.Select Get Data at the bottom of the left navigation pane.

  2. В поле Службы выберите Получить.In the Services box, select Get.

  3. Выберите Zuora > Подключить.Select Zuora > Get.

  4. Укажите URL-адрес Zuora.Specify your Zuora URL. Обычно это https://www.zuora.com; сведения о том, как найти эти параметры, см. ниже.This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. В качестве значения параметра Проверка подлинностивыберите Обычная , укажите имя пользователя и пароль (регистр учитывается), а затем щелкните Вход.For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. После утверждения процесс импорта начнется автоматически.After approving, the import process will begin automatically. После завершения в области навигации появятся новая панель мониторинга, отчет и модель.When complete, a new dashboard, report and model will appear in the Navigation Pane. Выберите панель мониторинга, чтобы просмотреть импортированные данные.Select the dashboard to view your imported data.

Дальнейшие действияWhat now?

  • Попробуйте задать вопрос в поле "Вопросы и ответы" в верхней части информационной панели.Try asking a question in the Q&A box at the top of the dashboard
  • Измените плитки на информационной панели.Change the tiles in the dashboard.
  • Выберите плитку, чтобы открыть соответствующий отчет.Select a tile to open the underlying report.
  • Хотя набор данных будет обновляться ежедневно по расписанию, вы можете изменить график обновлений или попытаться выполнять обновления по запросу с помощью кнопки Обновить сейчас.While your dataset will be schedule to refreshed daily, you can change the refresh schedule or try refreshing it on demand using Refresh Now

СодержимоеWhat's included

Пакет содержимого использует интерфейс API Zuora AQUA для извлечения следующих таблиц.The content pack uses the Zuora AQUA API to pull in the following tables:

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

Он также включает в себя такие вычисляемые меры:It also includes these calculated measures:

МераMeasure ОписаниеDescription Pseudo-CalculationPseudo-Calculation
Account: PaymentsAccount: Payments Общие суммы платежей за период времени, основанные на фактических датах платежей.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 Общие суммы возмещений за период времени, основанные на датах возмещений.Total refund amounts in a time period, based on refund refund date. Сумма указывается как отрицательное число.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 Платежи учетной записи плюс возмещения учетной записи за период времени.Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
Account: Active AccountsAccount: Active Accounts Количество учетных записей, которые были активными за период времени.The count of accounts that were active in a time period. Подписки должны начаться до или непосредственно в дату начала периода времени.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 Валовый MRR на активную учетную запись за период времени.Gross MRR per active account in a time period. Gross MRR / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
Account: Cancelled SubscriptionsAccount: Cancelled Subscriptions Число учетных записей, которые отменили подписку за период времени.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 Общее значение ошибок платежей.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 Общий признанный доход за отчетный период.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 Число новых подписок за период времени.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 Общие суммы по позициям выставленных счетов за период времени.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 Общие суммы налогов по позициям налогообложения за период времени.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 Общие суммы корректировки по позициям счетов за период времени.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 Общие суммы корректировки счетов за период времени.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 Сумма позиций счетов, позиций налогообложения, корректировок по позициям счетов и корректировок счетов за период времени.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 Сумма балансов по учтенным счетам.Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
Invoice: Gross BillingsInvoice: Gross Billings Сумма значений по позициям выставленных счетов для учтенных счетов за период времени.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 Сумма обработанных корректировок счетов и корректировок по позициям счетов, связанных с учтенными счетами.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 Сумма ежемесячных постоянных доходов от подписок за период времени.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

Требования к системеSystem requirements

Требуется доступ к API Zuora.Access to the Zuora API is required.

Поиск параметровFinding parameters

Укажите URL-адрес, который вы обычно используете для доступа к данным Zuora.Provide the URL you typically sign into to access your Zuora data. Допустимые значения:The valid options are:

Устранение неполадокTroubleshooting

Пакет содержимого Zuora извлекает множество аспектов учетной записи Zuora.The Zuora content pack pulls in many different aspects of your Zuora account. Если вы не используете определенные функции, соответствующие плитки или отчеты будут пустыми.If you don't use certain features you may see correpesonding tiles/reports empty. Если у вас возникли проблемы при загрузке, обратитесь в службу поддержки Power BI.If you have any issues loading, please contact Power BI Support.

Дальнейшие действияNext steps

Приступая к работе с Power BIGet started in Power BI

Получение данных в Power BIGet data in Power BI