| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Sales (sale_management) • Website (website) • eCommerce (website_sale) • Invoicing (account) |
| Lines of code | 2409 |
| Technical Name |
wbl_odoo_to_powerbi_connector |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Sales (sale_management) • Website (website) • eCommerce (website_sale) • Invoicing (account) |
| Lines of code | 2409 |
| Technical Name |
wbl_odoo_to_powerbi_connector |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
Request for a Demo
Power BI Integration
The Power BI Integration for Odoo allows businesses to connect their Odoo ERP data with Microsoft Power BI for advanced analytics, reporting, and data visualization. This application enables users to export Odoo data to Power BI Online and Power BI Desktop, helping organizations convert operational data into actionable insights.With this integration, users can create Workspaces, Datasets, and Tables directly from Odoo, synchronize business data with Power BI, and build interactive reports and dashboards. The module also allows importing Power BI reports and dashboards back into Odoo, so users can view analytics without leaving the Odoo environment. The application supports manual synchronization and scheduled automated synchronization, ensuring Power BI always displays the latest Odoo data. It also provides filtering and incremental synchronization to control which records are exported and updated. This integration helps businesses perform sales analysis, purchase analysis, financial reporting, inventory insights, and operational monitoring using Power BIâs powerful visualization tools while managing everything from Odoo.
Power BI Integration Benefits
Advanced Business Analytics
Real-Time Data Visualization
Seamless Odoo and Power BI Integration
Automated Data Synchronization
Better Business Decision Making
Centralized Analytics Inside Odoo
Power BI Integration Features
Secure Power BI Authentication:
- Configure Tenant ID, Client ID, Client Secret, and Power BI account credentials to securely connect Odoo with Microsoft Power BI.
Workspace Management from Odoo:
- Create and manage Power BI workspaces directly from Odoo to organize datasets, reports, and dashboards.
Dataset Creation:
- Create datasets in Odoo to store and manage the business data that will be exported to Power BI.
Table Configuration:
- Define tables inside datasets by selecting Odoo models and the fields required for reporting.
Flexible Field Selection:
- Select specific fields or enable Include All Fields to export complete model data to Power BI.
Domain Filters for Data Control:
- Apply domain filters to export only the required records from Odoo to Power BI.
Incremental Data Synchronization:
- Enable incremental sync to update only newly created or modified records instead of syncing the entire dataset.
Manual and Scheduled Data Sync:
- Synchronize data manually or schedule automatic synchronization using cron jobs.
Power BI Report and Dashboard Import:
- Import Power BI reports and dashboards into Odoo so users can view analytics inside the ERP system.
Power BI Desktop Integration:
- Generate an API URL to connect Odoo datasets with Power BI Desktop and load data using the Web connector.
Power BI Integration Workflow
- Configure Power BI credentials in Odoo to establish the integration.
- Create a Power BI Workspace from Odoo.
- The system automatically generates a Workspace ID after successful creation.
- Navigate to Datasets and create a new dataset.
- Select the workspace and save the dataset configuration.
- Open the dataset and create tables by selecting Odoo models.
- Choose required fields or enable Include All Fields.
- Apply domain filters and enable incremental sync if required.
- Generate the dataset in Power BI by clicking Create Dataset in Power BI.
- Activate the dataset and verify the created tables.
- Click Sync to Power BI to export Odoo data.
- Optionally enable Cron to schedule automatic synchronization.
- Create reports and dashboards in Power BI Online using the synchronized data.
- Import the created Power BI reports and dashboards into Odoo for direct access inside the ERP system.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Configure Power BI Credentials
Enter the Tenant ID, Client ID, Client Secret, and Power BI account details to securely connect Odoo with Microsoft Power BI and enable data synchronization.
Manage Power BI Workspaces
Create and manage Power BI workspaces from Odoo to organize datasets, reports, and dashboards for business analytics.
Create a Power BI Workspace
Click New to create a workspace, enter a workspace name, and click Create Workspace in Power BI to generate the workspace for organizing datasets, reports, and dashboards.
Workspace ID Generation
After creating the workspace, the Workspace ID is automatically generated, confirming the successful connection with Power BI.
Create a Dataset
Navigate to Datasets and click New to create a dataset that will store Odoo data for Power BI reports and dashboards.
Configure Dataset Details
Enter a dataset name, select the workspace, save the record, and click Table to create a new table for data synchronization.
Create Tables in Dataset
Open the dataset and click Tables to create tables by selecting the Odoo models and fields that will be synchronized with Power BI.
Configure Table and Select Fields
Click New to create a table, enter the table name, choose the Odoo model, and select the required fields to synchronize with Power BI, or enable Include All Fields to export all model records.
Apply Filters and Enable Incremental Sync
In the Filters tab, apply a Domain Filter to control which records are synchronized to Power BI. You can also enable Incremental Sync and select an incremental field to update only newly created or modified records.
Create Dataset in Power BI
Open the created dataset and click Create Dataset in Power BI to generate the dataset in Power BI.
Activate Dataset and View Tables
After creating the dataset, it becomes active and the created tables are visible in the Tables field.
Synchronize Data to Power BI
After activating the dataset, open the created table and click Sync to Power BI to send the selected Odoo data to the Power BI dataset. You can also activate the Cron to schedule automatic synchronization by setting the desired date and time.
Data Synchronization Confirmation
When you click Sync to Power BI, a message appears confirming that the data has been successfully synchronized with Power BI.
Schedule Automatic Synchronization
Activate the Cron, set the Next Execution Date, Priority, and Days, and the data will be automatically synchronized from Odoo to Power BI according to the defined schedule.
Open Workspace in Power BI
Open the Power BI online service and navigate to Workspaces. Here you will see the created workspace. Click on it to view the datasets.
Create Report from Dataset
In the created workspace, click the Actions menu on the dataset and select Create Report to start building reports using the synchronized Odoo data.
Create Visualizations in Power BI
In Power BI, use the Fields panel to select synchronized data fields and create visualizations such as charts or tables to analyze Odoo data.
Analyze Data with Visualizations
Using different visualizations in Power BI, you can view and analyze the synchronized Odoo data in formats such as charts, graphs, and tables.
Save the Report in Power BI
Save the report in Power BI so it can be viewed in the Odoo Reports and Dashboards.
Pin Report to Dashboard
Save the report in Power BI, click Pin, select New Dashboard, enter a dashboard name, and click Pin to add the report visualization to the dashboard.
Import Power BI Reports
Now Click Import Reports to import the reports created in Power BI.
Select Workspace and Import Reports
Select the workspace created in Power BI, then click Import Reports to import the available reports into Odoo.
Report Import Confirmation
After clicking Import Reports, a confirmation message appears indicating that the report has been imported successfully. Click Close to continue.
View Imported Reports
After importing, the created reports will appear in the list.
View Power BI Report in Odoo
After opening the imported report, the Power BI report will be displayed inside Odoo, allowing you to view and analyze the data using the created visualizations.
Import Power BI Dashboards
Click Import Dashboards to import the dashboards created in Power BI.
Select Workspace and Import Dashboard
Select the created workspace and click Import Dashboards. A confirmation message will appear indicating that the dashboard has been successfully imported.
View Imported Dashboards
After importing, the dashboards will appear in the dashboard list.
View Power BI Dashboard in Odoo
After opening the imported dashboard, the Power BI dashboard will be displayed inside Odoo, allowing you to view and analyze the data using the created visualizations.
Generate API URL for Power BI Desktop
Create a new dataset and select the appropriate workspace. After configuring the required tables, click Generate URL to generate the API endpoint used to retrieve Odoo data in Power BI Desktop.
Copy Generated API URL
After clicking Generate URL, the API Details field appears with the generated link. Copy this URL to use it in Power BI Desktop to fetch the Odoo data.
Select Data Source in Power BI Desktop
Open Power BI Desktop, click Get Data, and select More to choose the data source.
Connect Using Web Data Source
After clicking More, search for Web, select it, and click Connect to proceed with the connection.
Enter API URL
Paste the generated API URL in the URL field and click OK to connect and load the Odoo data into Power BI Desktop.
Review Data in Power Query Editor
After connecting, the Odoo data from the created dataset and tables will appear in the Power Query Editor, where you can review and prepare the data before loading it into Power BI.
Power BI Integration Dashboard
The dashboard provides an overview of the Power BI integration in Odoo, displaying the total number of Workspaces, Datasets, Tables, Reports, and Dashboards, along with quick action buttons for easy management.
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