使用 Power BI 连接到 ZuoraConnect to Zuora with Power BI

借助适用于 Power BI 的 Zuora,可以将重要收入、帐单和订阅数据可视化。Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. 使用默认的仪表板和报表来分析使用情况趋势、跟踪计帐和付款、监视定期收入或进行自定义以满足自己独特的仪表板和报表需求。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.

连接到适用于 Power BI 的 ZuoraConnect to the Zuora for Power BI.

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 Zuora>获取Select Zuora > Get.

  4. 指定你的 Zuora URL。Specify your Zuora URL. 通常为 “https://www.zuora.com” ,请参阅以下有关查找这些参数的详细信息。This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. 对于身份验证方法,请选择基本并提供用户名和密码(区分大小写),然后选择登录For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  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

此内容包使用 Zuora AQUA API 拉取以下各表:The content pack uses the Zuora AQUA API to pull in the following tables:

表格Tables
帐户Account InvoiceItemAdjustmentInvoiceItemAdjustment 退款Refund
AccountingCodeAccountingCode 付款Payment RevenueScheduleRevenueSchedule
AccountingPeriodAccountingPeriod PaymentMethodPaymentMethod RevenueScheduleItemRevenueScheduleItem
BillToBillTo 产品Product 订阅Subscription
DateDimDateDim ProductRatePlanProductRatePlan TaxationItemTaxationItem
发票Invoice ProductRatePlanChargeProductRatePlanCharge 使用情况Usage
InvoiceAdjustmentInvoiceAdjustment RatePlanRatePlan
InvoiceItemInvoiceItem RatePlanChargeRatePlanCharge

它还包括这些计算度量值:It also includes these calculated measures:

度量值Measure 说明Description 伪计算Pseudo-Calculation
帐户:付款Account: Payments 基于付款生效日期,某个时间段内的付款总额。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
帐户:退款Account: Refunds 基于退款生效日期,某个时间段内的退款总额。Total refund amounts in a time period, based on refund refund date. 将金额报表为负数。Amount is reported as a negative number. -1SUM(Refund.Amount)-1SUM(Refund.Amount)
WHEREWHERE
Refund.RefundDate =< TimePeriod.EndDateRefund.RefundDate =< TimePeriod.EndDate
AND Refund.RefundDate >= TimePeriod.StartDateAND Refund.RefundDate >= TimePeriod.StartDate
帐户:净付款Account: Net Payments 某个时间段内的帐户付款加上帐户退款。Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
帐户:活动帐户Account: Active Accounts 某个时间段内活动帐户的计数。The count of accounts that were active in a time period. 订阅必须开始于某个时间段开始日期之前(或当天)。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) –长期有效订阅Subscription.SubscriptionEndDate = null) –evergreen subscription
帐户:平均定期收入Account: Average Recurring Revenue 某个时间段内每活动帐户的毛 MRR。Gross MRR per active account in a time period. 毛 MRR / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
帐户:已取消的订阅Account: Cancelled Subscriptions 某个时间段内已取消订阅的帐户的计数。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
帐户:付款错误Account: Payment Errors 付款总额错误。Total value of payment errors. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.Status = "Error"Payment.Status = "Error"
收入计划项:识别的收入Revenue Schedule Item: Recognized Revenue 某个会计时间段内识别的总收入。Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)SUM (RevenueScheduleItem.Amount)
WHEREWHERE
AccountingPeriod.StartDate = TimePeriod.StartDateAccountingPeriod.StartDate = TimePeriod.StartDate
订阅:新订阅Subscription: New Subscriptions 某个时间段内新订阅的计数。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
发票:开票项Invoice: Invoice Items 某个时间段内开票项的费用总额。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
发票:纳税项Invoice: Taxation Items 某个时间段内纳税项的纳税总额。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
发票:开票项调整Invoice: Invoice Item Adjustments 某个时间段内开票项调整的总额。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
发票:发票调整Invoice: Invoice Adjustments 某个时间段内发票调整的总额。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
发票:净计帐Invoice: Net Billings 某个时间段内开票项、纳税项、开票项调整和发票调整的总和。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
发票:发票帐龄余额Invoice: Invoice Aging Balance 已过帐发票的总余额。Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
发票:毛计帐Invoice: Gross Billings 某个时间段内已过帐发票的开票项费用金额的总和。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
发票:总调整Invoice: Total Adjustments 与已过帐发票相关联的已处理过的发票调整和开票项调整的总和。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"
费率计划费用:毛 MRRRate Plan Charge: Gross MRR 某个时间段内订阅中每月定期收入的总和。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 --长期有效订阅OR RatePlanCharge.EffectiveEndDate = null --evergreen subscription

系统要求System requirements

需要 Zuora API 的访问权限。Access to the Zuora API is required.

查找参数Finding parameters

提供你通常用于登录以访问 Zuora 数据的 URL。Provide the URL you typically sign into to access your Zuora data. 有效选项为:The valid options are:

故障排除Troubleshooting

Zuora 内容包拉取你的 Zuora 帐户的许多不同的方面。The Zuora content pack pulls in many different aspects of your Zuora account. 如果你不使用某些功能,你可能会看到对应的磁贴/报表为空。If you don't use certain features you may see correpesonding tiles/reports empty. 如果在加载时遇到任何问题,请与 Power BI 技术支持联系。If you have any issues loading, please contact Power BI Support.

后续步骤Next steps

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