Xero is easy to use online accounting software that’s designed specifically for small businesses. Create compelling visualizations based on your Xero financials with this Power BI content pack. Your default dashboard includes many small business metrics like cash position, revenue vs. expenses, profit loss trend, debtor days and return on investment.

Connect to the Xero content pack for Power BI or learn more about the Xero and Power BI integration.

How to connect

  1. Select Get Data at the bottom of the left navigation pane.

  2. In the Services box, select Get.

  3. Select Xero >  Get.

  4. Enter a nickname for the organisation associated with your Xero account. Anything will do, this is mostly to help users with multiple Xero organizations keep them all straight. See details on below.

  5. For Authentication Method and select OAuth, when prompted sign into your Xero account and select the organisation to connect to. Once the login completes, select Sign In to start the loading process.

  6. After approving, the import process will begin automatically. When complete, a new dashboard, report and model will appear in the Navigation Pane. Select the dashboard to view your imported data.

     

What Now?

What's included

The content pack dashboard includes tiles and metrics that cover a variety of areas, with corresponding reports to learn more:

Area Dashboard Tiles Report
Cash Daily cash flow
Cash in
Cash out
Closing balance by account
Closing balance today
Bank Accounts
Customer Invoiced sales
Invoiced sales by customer
Invoiced sales growth trend
Invoices due
Outstanding receivables
Overdue receivables
Customer
Inventory
Supplier Billed purchases
Billed purchases by supplier
Billed purchases growth trend
Bills due
Outstanding payables
Overdue payables
Suppliers
Inventory
Inventory Monthly sales amount by product Inventory
Profit and loss Monthly profit and loss
Net profit this fiscal year
Net profit this month
Top expense accounts
Profit and Loss
Balance sheet Total assets
Total liabilities
Equity
Balance Sheet
Health Current ratio
Gross profit percentage
Return on total assets
Total liabilities to equity ratio
Health
Glossary and Technical Notes

The dataset also includes the following tables to customize your reports and dashboards:

  • Addresses
  • Alerts
  • Bank Statement Daily Balance
  • Bank Statements
  • Contacts
  • Expense Claims
  • Invoice Line Items
  • Invoices
  • Items
  • Month End
  • Organisation
  • Trial Balance
  • Xero Accounts

System requirements

The following roles are required to access the Xero content pack: "Standard + Reports" or "Advisor".

Finding parameters

Provide a name for your organisation to track in Power BI. This allows you to connect to multiple different organisations. Note that you cannot connect to the same organisation multiple times, as it will affect the scheduled refresh.

Troubleshooting

  • Xero users must have the following roles to access the Xero content pack for Power BI: "Standard + Reports" or "Advisor". The content pack relies on the user-based permissions to access reporting data through Power BI.

  • If you receieve a failure after loading for some time, verify how long it took to see that error message. Note that the access token provided by Xero is only valid for 30min so accounts with more data than can be loaded in that timeframe will fail. We're actively working to improve this.

  • During the load the tiles on the dashboard will be in a generic loading state. This is not expected to change until the full load completes. If you receive a notification that your load completed but the tiles are still loading, try refreshing the dashboard tiles using the ... in the top right of your dashboard.

  • If your content pack fails to refresh, please check if you have connected to the same organisation more than once in Power BI. Xero only allows a single active connection to an organisation and you may see an error indicating your credentials are invalid if you connect to the same one more than once.

  • For issues connecting the Xero content pack for Power BI like error messages or very slow load times, first clear the cache / cookies and restart the browser, then reconnect to Power BI.

For other issues, please file a ticket at http://support.powerbi.com if the issue persists.

See also

Get started in Power BI

Get data in Power BI