Category 11: Receive Payments and Send Invoices.Category 2: Run Payroll and Manage Human Resources.Check out the Power BI Documentation by Microsoft for details. You can now use the data to build your own reports and dashboards. Alternatively, click Transform to modify the data in Power BI. Click Load to load the data into Power BI.Check CORE API Documentation for more details. The Where filter allows you to retrieve a subset of the data based on a condition (e.g., costRate=100) and the Expand filter allows you to retrieve nested properties in the model (e.g., address in the Employee model). These work exactly like the filters supported by CORE APIs. On the right panel, apply the Where and Expand filters, if needed.This loads the model data from your CORE database into a table. You can also click on a module name to preview its data, provided Enable data previews is selected under Display Options. On the Navigator screen, select a CORE module on the left (say TimeEntry).To start using this feature, you need to get the data from CORE into Power BI. This opens the Navigator screen where you can access your CORE data.Īfter you have connected CORE and Microsoft Power BI, the Navigator screen opens up. You are prompted to select your CORE company file.The BQE CORE connector remembers your credentials in the future. On the Log In screen, enter your CORE Email and Password.On the BQE CORE > CORE Login dialog, click Sign in.You are prompted to connect to a third-party service click Continue. If you cannot find BQE CORE, check to make sure you are on the latest version of Power BI. Select All or Other on the left and look for BQE CORE in the list.Browse to the File tab > Get data and click Get data to get started to launch the Get Data dialog.To connect CORE and Microsoft Power BI, follow these steps: Get Data from CORE Connect Power BI with CORE For example, use date > '' if you want to retrieve entries from the beginning of the year 2022. You need to provide a date range in the Where filter if you want to retrieve the entries of dates other than the last one month. When loading TimeEntry data, the connector only retrieves the entries of the last one month if you do not provide an explicit Date value in the Where filter.
dateOfBirth, expenseAccount, expenseAccountId, and utilizationTarget properties in Vendor model.
budgetName, completedOn, estimateId, estimateName, expenseContract, and serviceContract properties in Project model.accountSplits and memo properties in Payment model.miscellaneousAmount and type properties in Invoice model.dateOfBirth and utilizationTarget properties in Employee model.reimbursable, term, and termId properties in Bill model.customFields property in Account, Bill, Check, Credit Card, Deposit, General Journal, Purchase Order, and Vendor Credit models.Company, Global Settings, and all HR models.However, most of them are available, and more models and properties will be available in the future.Ĭheck out the API models and properties that are not available through the connector at present. Although the connector is powered by CORE Public APIs, it does not give you access to all the models and properties (i.e., fields) available through our APIs.Check out the Power BI Documentation by Microsoft for details and visit the Power BI Forum to learn more about this powerful connector. This connector gives you the ability to seamlessly import your raw CORE data into the Power BI application, as well as transform it into meaningful, centralized, visual and interactive insights for your business. Using this connector, you can ingest available CORE data through the CORE APIs into the Power BI application to generate graphs and reports outside of CORE. The Power BI connector is available directly through the Microsoft Power BI app. To get your CORE data into Power BI, you need to use the BQE CORE connector, which is powered by CORE Public APIs.
You can download Microsoft Power BI from the Download Center and then install it on your computer. It is a powerful tool that connects your various data sources and turns them into meaningful, centralized, visual and interactive insights for your business. Power BI is a business intelligence service by Microsoft wherein you can track your business analytics and create reports and dashboards on it. CORE allows you to integrate with Microsoft Power BI.