使用 Power BI 连接到 XeroConnect to Xero with Power BI

Xero 是易于使用的专为小型企业设计的在线会计软件。Xero is easy to use online accounting software that’s designed specifically for small businesses. 基于带有此 Power BI 内容包的 Xero 财务状况创建引人注目的可视化效果。Create compelling visualizations based on your Xero financials with this Power BI content pack. 你的默认仪表板包括许多小型企业指标,如现金头寸、收入和支出、盈亏趋势、应收帐款天数和投资回报。Your default dashboard includes many small business metrics like cash position, revenue vs. expenses, profit loss trend, debtor days and return on investment.

连接到 Power BI 的 Xero 内容包或了解有关 Xero 与 Power BI 集成的详细信息。Connect to the Xero content pack for Power BI or learn more about the Xero and Power BI integration.

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“Xero”>“获取”。Select Xero > Get.

  4. 为与你的 Xero 帐户相关联的组织输入一个昵称。Enter a nickname for the organisation associated with your Xero account. 任何名称均可,这主要是为帮助拥有多个 Xero 组织的用户整理组织。Anything will do, this is mostly to help users with multiple Xero organizations keep them all straight. 请参阅以下详细信息。See details on below.

  5. 对于“身份验证方法”,选择“OAuth”,如出现提示,请登录你的 Xero 帐户并选择要连接的组织。For Authentication Method and select OAuth, when prompted sign into your Xero account and select the organisation to connect to. 输入登录名后,请选择“登录”以启动加载过程。Once the login completes, select Sign In to start the loading process.

  6. 审批后,导入过程将自动开始。After approving, the import process will begin automatically. 导入完成后,在导航窗格中将会出现新的仪表板、报表和模型。When complete, a new dashboard, report and model will appear in the Navigation Pane. 选择仪表板查看已导入的数据。Select the dashboard to view your imported data.

下一步?What now?

包含的内容What's included

内容包仪表板包括涵盖各个区域的磁贴和指标,有关详细信息,请参阅对应报表:The content pack dashboard includes tiles and metrics that cover a variety of areas, with corresponding reports to learn more:

分区图Area 仪表板磁贴Dashboard Tiles 报表Report
现金Cash 每日现金流Daily cash flow
兑现Cash in
结算Cash out
按帐户结算余额Closing balance by account
结算今日余额Closing balance today
银行帐户Bank Accounts
客户Customer 已开票销售额Invoiced sales
已开票销售额(按客户)Invoiced sales by customer
已开票销售额增长趋势Invoiced sales growth trend
发票到期Invoices due
未收的应收帐款Outstanding receivables
逾期应收帐款Overdue receivables
客户Customer
库存Inventory
供应商Supplier 已开帐单购买Billed purchases
已开帐单购买(按供应商)Billed purchases by supplier
已开帐单购买的增长趋势Billed purchases growth trend
帐单到期Bills due
未收的应付帐款Outstanding payables
逾期应付帐款Overdue payables
供应商Suppliers
库存Inventory
库存Inventory 每月销售额(按产品)Monthly sales amount by product 库存Inventory
损益Profit and loss 每月损益Monthly profit and loss
本财政年净利润Net profit this fiscal year
本月净利润Net profit this month
最高支出帐户Top expense accounts
损益Profit and Loss
资产负债表Balance sheet 总资产Total assets
总负债Total liabilities
权益Equity
资产负债表Balance Sheet
健康Health 流动比率Current ratio
毛利润百分比Gross profit percentage
总资产回报率Return on total assets
总负债/权益比率Total liabilities to equity ratio
健康Health
术语和技术说明Glossary and Technical Notes

数据集还包括以下各表,用于自定义你的报表和仪表板:The dataset also includes the following tables to customize your reports and dashboards:

  • 地址Addresses
  • 警报Alerts
  • 银行对帐单每日余额Bank Statement Daily Balance
  • 银行对帐单Bank Statements
  • 联系人Contacts
  • 费用报销单Expense Claims
  • 发票行项目Invoice Line Items
  • 发票Invoices
  • 项目Items
  • 月末Month End
  • 组织Organisation
  • 试算平衡表Trial Balance
  • Xero 帐户Xero Accounts

系统要求System requirements

访问 Xero 内容包需要以下角色:“Standard + Reports”或“Advisor”。The following roles are required to access the Xero content pack: "Standard + Reports" or "Advisor".

查找参数Finding parameters

为你的组织提供名称以便在 Power BI 中进行跟踪。Provide a name for your organisation to track in Power BI. 这将允许你连接到多个不同的组织。This allows you to connect to multiple different organisations. 请注意,不能多次连接到同一个组织,因为它会影响计划刷新。Note that you cannot connect to the same organisation multiple times, as it will affect the scheduled refresh.

故障排除Troubleshooting

  • Xero 用户必须具有以下角色才能访问 Power BI 的 Xero 内容包:“Standard + Reports”或“Advisor”。Xero users must have the following roles to access the Xero content pack for Power BI: "Standard + Reports" or "Advisor". 内容包需要使用基于用户的权限才能通过 Power BI 访问报表数据。The content pack relies on the user-based permissions to access reporting data through Power BI.
  • 如果在加载一段时间后接收到失败消息,请验证显示该错误消息所用的时间。If you receieve a failure after loading for some time, verify how long it took to see that error message. 请注意,Xero 提供的访问令牌仅在 30 分钟内有效,因此数据过多而无法在该时间范围内加载完毕的帐户将加载失败。Note that the access token provided by Xero is only valid for 30min so accounts with more data than can be loaded in that timeframe will fail. 对此我们正在进行积极改进。We're actively working to improve this.
  • 加载过程中,仪表板上的磁贴处于泛加载状态。During the load the tiles on the dashboard will be in a generic loading state. 此状态在全部加载完成之前不会更改。This is not expected to change until the full load completes. 如果收到加载完成的通知,但磁贴仍处于加载状态,请尝试使用仪表板右上角的 ... 刷新仪表板磁贴。If you receive a notification that your load completed but the tiles are still loading, try refreshing the dashboard tiles using the ... in the top right of your dashboard.
  • 如果内容包刷新失败,请检查是否在 Power BI 中多次连接到同一组织。If your content pack fails to refresh, please check if you have connected to the same organisation more than once in Power BI. Xero 只允许对组织的单一活动连接,如果多次连接到同一组织,则可能会看到错误消息,提示你的凭据无效。Xero only allows a single active connection to an organisation and you may see an error indicating your credentials are invalid if you connect to the same one more than once.
  • 对于连接 Power BI 的 Xero 内容包遇到的问题(如错误消息或加载缓慢),请先清除缓存或 cookie 并重启浏览器,然后重新连接到 Power BI。For issues connecting the Xero content pack for Power BI like error messages or very slow load times, first clear the cache / cookies and restart the browser, then reconnect to Power BI.

如果仍存在其他问题,请在 http://support.powerbi.com 开具票证。For other issues, please file a ticket at http://support.powerbi.com if the issue persists.

后续步骤Next steps

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