使用 Power BI 連接到 AcumaticaConnect to Acumatica with Power BI

Power BI Acumatica 內容套件可讓您快速深入了解機會資料。The Power BI Acumatica content pack allows to you quickly gain insights into your opportunity data. Power BI 會擷取您的資料 (包含機會、帳戶和客戶),然後根據該資料建置預設的儀表板和相關報表。Power BI retrieves your data, including opportunities, accounts, and customers, then builds a default dashboard and related reports based on that data.

連接到 Acumatica 內容套件 或深入了解 Power BI 與 Acumatica 的整合Connect to the Acumatica content pack or read more about the Acumatica integration with Power BI.

注意

這個內容套件需要 Acumatica v5.2 或更新版本。This content pack requires Acumatica v5.2 or higher.

如何連接How to connect

  1. 選取左側瀏覽窗格底部的 [取得資料] 。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 選取 [Acumatica] > [取得]。Select Acumatica > Get.

  4. 輸入 Acumatica OData 端點。Enter your Acumatica OData endpoint. OData 端點允許外部系統從 Acumatica 要求資料。An OData endpoint allows an external system to request data from Acumatica. Acumatica OData 端點的格式如下,而且應該使用 HTTPS:Acumatica OData endpoint is formatted as follows and should us HTTPS:

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

    僅當您有多個公司部署時,才需要公司名稱。The Company Name is only required if you have a multi-company deployment. 在 Acumatica 帳戶中尋找此參數的詳細資訊如下所示。More information about finding this parameter in your Acumatica account is included below.

  5. 在驗證方法選取 [基本] 。For Authentication Method, select Basic. 從您的 Acumatica 帳戶輸入使用者名稱和密碼,然後按一下 [登入] 。Enter your username and password from your Acumatica account, then click Sign In.

  6. Power BI 匯入資料之後,您會在左側瀏覽窗格中看到新的儀表板、報表和資料集。After Power BI imports the data you will see a new dashboard, report, and dataset in the left navigation pane. 新的項目會以黃色星號 * 標示,只要選取過就會消失,而選擇儀表板會顯示類似下面的配置:New items are marked with a yellow asterisk * which disappears once selected, chosing the dashboard will show a similar layout to the one below:

接下來呢?What now?

系統需求System requirements

這個內容套件需要 Acumatica v5.2 或更新版本,請與 Acumatica 系統管理員確認版本。This content pack requires Acumatica v5.2 or higher, please confirm the version with your Acumatica admin.

尋找參數Finding parameters

Acumatica OData 端點Acumatica OData Endpoint

Acumatica OData 端點的格式如下,而且應該使用 HTTPS:The Acumatica OData endpoint is formatted as follows and should us HTTPS:

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

當您登入 Acumatica 時,應用程式網站網域可以在您的瀏覽器網址列中找到。The Application Site Domain can be found in your browser’s address bar when you’re signed into Acumatica. 在下列範例中,站台網域是 "https://pbi.acumatica.com",因此要提供的 OData 端點是 "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”.

僅當您有多個公司部署時,才需要公司名稱。The Company Name is only required if you have a multi-company deployment. 您可以從 Acumatica 登入頁面找到這項資訊。You can find this information from your Acumatica sign in page.

疑難排解Troubleshooting

如果您不能登入,請確認您所提供的 Acumatica OData 端點的格式正確。If you’re not able to login, verify the Acumatica OData endpoint you provided is formatted correctly.

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

如果您遇到連接問題,請向系統管理員確認 Acumatica 版本。If you're having trouble connecting, please confirm with your admin your version of Acumatica. 此內容套件需要 5.2 或更新版本。This content pack requires version 5.2 or later.

後續步驟Next steps

開始使用 Power BIGet started in Power BI

取得 Power BI 中的資料Get data in Power BI