使用 Power BI 连接到 AcumaticaConnect to Acumatica with Power BI

通过 Power BI Acumatica 内容包可以快速深入了解商机数据。The Power BI Acumatica content pack allows to you quickly gain insights into your opportunity data. Power BI 会检索数据(包括商机、帐户和客户),然后生成默认仪表板以及基于该数据的相关报表。Power BI retrieves your data, including opportunities, accounts, and customers, then builds a default dashboard and related reports based on that data.

连接到 Acumatica 内容包,或了解有关 Acumatica 与 Power BI 的集成的详细信息。Connect to the Acumatica content pack or read more about the Acumatica integration with Power BI.

备注

此内容包需要 Acumatica v5.2 或更高版本。This content pack requires Acumatica v5.2 or higher.

如何连接How to connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 选择 Acumatica > 获取Select Acumatica > Get.

  4. 输入 Acumatica OData 终结点。Enter your Acumatica OData endpoint. OData 终结点允许外部系统从 Acumatica 请求数据。An OData endpoint allows an external system to request data from Acumatica. Acumatica OData 终结点按如下所示设置格式,应使用 HTTPS:Acumatica OData endpoint is formatted as follows and should us HTTPS:

    https://[sitedomain]/odata/[companyname]https://[sitedomain]/odata/[companyname]

    仅当具有多公司部署时才需要公司名称。The Company Name is only required if you have a multi-company deployment. 下面包含有关在 Acumatica 帐户中查找此参数的详细信息。More information about finding this parameter in your Acumatica account is included below.

  5. 对于身份验证方法,选择基本For Authentication Method, select Basic. 输入来自 Acumatica 帐户的用户名和密码,然后单击登录Enter your username and password from your Acumatica account, then click Sign In.

  6. Power BI 导入数据后,你将在左侧的导航窗格中看到新的仪表板、报表和数据集。After Power BI imports the data you will see a new dashboard, report, and dataset in the left navigation pane. 新的项目会以黄色星号 * 进行标记(在选择之后会消失),选择仪表板会显示类似于下面这样的布局:New items are marked with a yellow asterisk * which disappears once selected, chosing the dashboard will show a similar layout to the one below:

下一步?What now?

系统要求System requirements

此内容包需要 Acumatica v5.2 或更高版本,请向 Acumatica 管理员确认版本。This content pack requires Acumatica v5.2 or higher, please confirm the version with your Acumatica admin.

查找参数Finding parameters

Acumatica OData 终结点Acumatica OData Endpoint

Acumatica OData 终结点按如下所示设置格式,应使用 HTTPS:The Acumatica OData endpoint is formatted as follows and should us HTTPS:

https://[sitedomain]/odata/[companyname]

登录 Acumatica 时,可以在浏览器的地址栏中找到应用程序站点域。The Application Site Domain can be found in your browser’s address bar when you’re signed into Acumatica. 在下面的示例中,站点域是“https://pbi.acumatica.com”,因此要提供的 OData 终结点会是“https://pbi.acumatica.com/odata”。In the example below, the site domain is “https://pbi.acumatica.com” so the OData endpoint to provide would be “https://pbi.acumatica.com/odata”.

仅当具有多公司部署时才需要公司名称。The Company Name is only required if you have a multi-company deployment. 从 Acumatica 登录页面中可以找到此信息。You can find this information from your Acumatica sign in page.

故障排除Troubleshooting

如果你无法登录,请验证你提供的 Acumatica OData 终结点的格式是否正确。If you’re not able to login, verify the Acumatica OData endpoint you provided is formatted correctly.

https://<application site domain>/odata/<company name>

如果你遇到连接问题,请向管理员确认你的 Acumatica 版本。If you're having trouble connecting, please confirm with your admin your version of Acumatica. 此内容包需要版本 5.2 或更高版本。This content pack requires version 5.2 or later.

后续步骤Next steps

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