使用 Power BI 連接到 ZuoraConnect to Zuora with Power BI

Zuora for Power BI 可讓您以視覺化方式顯示重要的營收、帳單與訂閱資料。Zuora for Power BI allows you to visualize important revenue, billing, and subscription data. 使用預設儀表板與報表來分析使用狀況趨勢、追蹤帳單與付款,以及監視週期性營收,或根據您自己的獨特儀表板與報告需求進行自訂。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.

連接到 Zuora for Power BI。Connect to the Zuora for Power BI.

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 [Zuora] > [取得]。Select Zuora > Get.

  4. 指定您的 Zuora URL。Specify your Zuora URL. 這通常是 "https://www.zuora.com" ,請參閱以下關於尋找這些參數的詳細資料。This is typically "https://www.zuora.com", see details on finding those parameters below.

  5. 在 [ 驗證方法] 選取 [ 基本 ],然後輸入使用者名稱及密碼,再選取 [ 登入]。For Authentication Method, select Basic and provide your username and password (case sensitive), then select Sign In.

  6. 一經核准,匯入程序會自動開始。After approving, the import process will begin automatically. 完成時,新的儀表板、報表和模型會出現在瀏覽窗格中。When complete, a new dashboard, report and model will appear in the Navigation Pane. 選取儀表板以檢視匯入的資料。Select the dashboard to view your imported data.

接下來呢?What now?

包含的內容What's included

此內容套件使用 Zuora AQUA API 來提取下列資料表︰The content pack uses the Zuora AQUA API to pull in the following tables:

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

它也包含下列導出量值︰It also includes these calculated measures:

量值Measure 描述Description 虛擬計算Pseudo-Calculation
帳戶︰付款Account: Payments 根據付款有效日期之時間週期內的總付款金額。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
帳戶︰退款Account: Refunds 根據退款日期之時間週期內的總退款金額。Total refund amounts in a time period, based on refund refund date. 金額會以負數回報。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
帳戶:付款淨值Account: Net Payments 時間週期內的帳戶付款加上帳戶退款。Account Payments plus Account Refunds in a time period. Account.Payments + Account.RefundsAccount.Payments + Account.Refunds
帳戶:使用中的帳戶Account: Active Accounts 時間週期內的使用中帳戶計數。The count of accounts that were active in a time period. 訂閱必須已在時間週期開始日期當天或之前啟動。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
帳戶:平均週期性營收Account: Average Recurring Revenue 每個使用中帳戶在時間週期內的總 MRR。Gross MRR per active account in a time period. Gross MRR / Account.ActiveAccountsGross MRR / Account.ActiveAccounts
帳戶:取消的訂閱Account: Cancelled Subscriptions 時間週期內取消訂閱的帳戶計數。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
帳戶︰付款失敗Account: Payment Errors 付款失敗的總值。Total value of payment errors. SUM (Payment.Amount)SUM (Payment.Amount)
WHEREWHERE
Payment.Status = "Error"Payment.Status = "Error"
營收排程項目︰已辨識的營收Revenue Schedule Item: Recognized Revenue 會計週期內已辨識的總營收。Total recognized revenue in an accounting period. SUM (RevenueScheduleItem.Amount)SUM (RevenueScheduleItem.Amount)
WHEREWHERE
AccountingPeriod.StartDate = TimePeriod.StartDateAccountingPeriod.StartDate = TimePeriod.StartDate
訂閱:新訂閱Subscription: New Subscriptions 時間週期內的新訂閱計數。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
發票︰發票項目Invoice: Invoice Items 發票項目費用金額在時間週期內的總計。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
發票:課稅項目Invoice: Taxation Items 課稅項目課稅金額在時間週期內的總計。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
發票︰發票項目調整Invoice: Invoice Item Adjustments 發票項目調整金額在時間週期內的總計。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
發票︰發票調整Invoice: Invoice Adjustments 發票調整金額在時間週期內的總計。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
發票︰帳目淨值Invoice: Net Billings 發票項目、課稅項目、發票項目調整和發票調整在時間週期內的總和。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
發票︰發票過時結餘Invoice: Invoice Aging Balance 已過帳的發票餘額總和。Sum of posted invoice balances. SUM (Invoice.Balance)SUM (Invoice.Balance)
WHEREWHERE
Invoice.Status = "Posted"Invoice.Status = "Posted"
發票︰帳目總值Invoice: Gross Billings 已過帳發票的發票項目費用金額在時間週期內的總和。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
發票︰調整總計Invoice: Total Adjustments 與已過帳發票建立關聯之已處理的發票調整和發票項目調整總和。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"
費率方案費用︰總 MRRRate Plan Charge: Gross MRR 來自訂閱的每月週期性營收在時間週期內的總和。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 --evergreen subscriptionOR RatePlanCharge.EffectiveEndDate = null --evergreen subscription

系統需求System requirements

需要 Zuora API 存取權。Access to the Zuora API is required.

尋找參數Finding parameters

提供您通常用來登入以存取 Zuora 資料的 URL。Provide the URL you typically sign into to access your Zuora data. 有效的選項為:The valid options are:

疑難排解Troubleshooting

Zuora 內容套件會提取 Zuora 帳戶的許多不同層面。The Zuora content pack pulls in many different aspects of your Zuora account. 如果您未使用某些功能,可能會看到對應的磚/報表空白。If you don't use certain features you may see correpesonding tiles/reports empty. 如果載入時發生任何問題,請連絡 Power BI 支援人員。If you have any issues loading, please contact Power BI Support.

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