Learn more
 

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

Free Trial

In this article

Related articles

Visualize Live Xero WorkflowMax Data in Power BI (via CData Connect Cloud)


Use the CData Power BI Connector and CData Connect Cloud to integrate live Xero WorkflowMax data into custom reports in Power BI.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Xero WorkflowMax data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Xero WorkflowMax, connect to Xero WorkflowMax data from Power BI and then create reports on Xero WorkflowMax data in Power BI.

Configure Xero WorkflowMax Connectivity for Power BI

Connectivity to Xero WorkflowMax from Power BI is made possible through CData Connect Cloud. To work with Xero WorkflowMax data from Power BI, we start by creating and configuring a Xero WorkflowMax connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Xero WorkflowMax" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Xero WorkflowMax.

    To connect to the WorkflowMax API, obtain an APIKey and AccountKey from Xero. This can only be done by contacting Xero support (https://www.workflowmax.com/contact-us).

    After obtaining an API Key and Account Key, set the values in the APIKey and AccountKey connection properties. Once these are set, you are ready to connect.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Xero WorkflowMax Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Xero WorkflowMax data from Power BI.

Query Xero WorkflowMax Tables

Follow the steps below to build a query to pull Xero WorkflowMax data into the report:

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect Cloud account
  3. After signing in, click "Connect"
  4. Select tables in the Navigator dialog
  5. Click Load to establish the connection to your Xero WorkflowMax data from Power BI

Create Xero WorkflowMax Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Xero WorkflowMax Data from Data Applications

With CData Connect Cloud you have a direct connection to Xero WorkflowMax data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Xero WorkflowMax data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Xero WorkflowMax) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.