Connecting the Power BI Template Apps
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      3. Connecting the Power BI Template Apps

      Connecting the Power BI Template Apps

      In addition to connecting to the Acterys database from scratch from Power BI, Acterys offers comprehensive Power BI templates.

      The Acterys Power BI Template Apps are the easiest way to generate a comprehensive set of Power BI reports for your HubSpot, MYOB, NetSuite, QuickBooks, Xero, WorkflowMax or Xero Practice Manager data.

      This App connects to your Acterys repository, not to the source accounting/SaaS systems directly. If you have not imported the data from Xero to Acterys using the process described in the points below the Power BI App report will only show sample data. If you want to use the App with your own data add your service (e.g. MYOB, NetSuite, QuickBooks, Xero, etc.) in the “App” Menu.

       

      Installing The Acterys Power BI Apps

      1. There are a few ways to install the App:
        1. Open the Power BI Apps link in the Acterys App menu:

      1-Connecting to the Power BI template

      or

      1. Get the App for your desired system from the Marketplace:
        1. HubSpot
        2. MYOB
        3. QuickBooks
        4. Xero
        5. Xero Practice Manager WorkflowMax

      Click on “Get It Now”

      or

      1. Get the App in Power BI in the Apps section and choose from Marketplace:
        2-Connecting to the Power BI template
        3-Connecting to the Power BI template
      2. Install the App in a Power BI workspace of your choice
      3. You can then explore the demo data in the Power BI dashboard and report
      4. To use your own data click on the “edit” option or follow the “Connect Your Data” prompt in Power BI. After that, you will see the following dialog box where you just need to enter your database name, normally starting with“AP_”
        4-Connecting to the Power BI template

        The Acterys Server is typically located at acterys.database.windows.net, except for users who are utilizing the on-premises version. The "Group Country" box is a free text field for you to input your default country, which is only used for mapping purposes.
        To access the App and related reports and dashboards, select "Microsoft Account" or "Oauth2" in the Authentication method dropdown.

      The Authentication method always needs to be “Microsoft Account” or “Oauth2”.

       

      Sign in using your Acterys username in the following format:

       Yourdatabasename@acterys.onmicrosoft.com. This will give you access to the workspace and all related report pages that are connected to your data. You can make changes to certain areas and create new reports, but some features are only available with the full PBIX file, which is a paid feature.

      The fully editable Power BI PBIX file is only available to users with paid subscriptions.