To simplify the process of getting started with OdataLink, we have prepared the following Power BI and Excel tutorials . These tutorials will assist you when creating dashboards and reports for either MYOB or Xero.
Tutorials for specific accounting products
Tutorials for specific technologies
Microsoft Excel
The following tutorials have been made to assist with using Excel. You should also consult those relating to Power Query, Xero or MYOB.
1. How to get MYOB or Xero data into Excel using OdataLink
This tutorial will show how you can get MYOB or Xero data into Excel using OdataLink. View
2. How to get Excel data into Power BI on the cloud
This article will assist you to get Excel data into Power BI on the Cloud. There are two approaches depending if you want to use SharePoint or OneDrive Personal.
Microsoft Access
The following tutorials have been made to assist with using Microsoft Access. You should also consult those relating to Power Query, Xero or MYOB.
1. How to get Xero or MYOB data into Microsoft Access using linked tables to Microsoft Excel
This tutorial will show how you can Xero or MYOB data into Microsoft Access using linked tables to a Microsoft Excel workbook. View
Power BI
The following tutorials have been made to assist with using Power BI. You should also consult those relating to Power Query, Xero or MYOB.
1. How to get MYOB or Xero data into Power BI using OdataLink
This tutorial will show how you can get MYOB or Xero data into Power BI using OdataLink. View
2. How to get Excel data into Power BI on the cloud
This article will assist you to get Excel data into Power BI on the Cloud. There are two approaches depending if you want to use SharePoint or OneDrive Personal.
3. How to use Incremental Refresh in Power BI
This article will show you how to use incremental refresh in Power BI to increase the performance of pulling data from Xero or MYOB. View
Power Query
Power Query is the query engine behind Power BI and Excel that allows you to pull and transform odata feeds.
1. Introduction Tutorial for Power Query using OdataLink
This tutorial explains the most common transformation steps that can be done in Power Query (used by Power BI and Excel). View
2. See all fields in Power Query
This article explains why some fields ‘appear’ inaccessible at first glance with Power Query and will teach you how to get access to these fields. View
3. Create and use custom functions in Power Query to retrieve data
This tutorial shows you how to create and use custom functions in Power Query for Power BI and Excel. View
SQL Server
1. Integrate MYOB and Xero with SQL Server using the OdataLink CLR
This article explains everything you need to know to integrate MYOB and Xero with SQL Server using the OdataLink CLR library. View
MYOB AccountRight and Essentials
OdataLink allows you to create custom reports and dashboards for both MYOB AccountRight cloud data files and MYOB Essentials.
1. Improve the performance getting data from MYOB by using Power Query Functions
This article shows how you can improve the performance getting data from large MYOB data files using using Power Query Functions. View
2. How to create a Profit and Loss Report in Power BI using MYOB data and the AccountRegister Endpoint
This article shows how you can create a Profit and Loss Report in Power BI using MYOB data and the AccountRegister Endpoint. View
Xero
1. How to create a Profit and Loss report for Xero in Power BI using OdataLink
This video shows how you can create a Profit and Loss report for Xero in Power BI using OdataLink. View
2. How to create a Profit and Loss Actual vs Budget vs Forecast dashboard in Power BI using Xero Data and DAX
This video shows how you can create a Profit and Loss Actual vs Budget vs Forecast dashboard in Power BI using Xero Data and DAX. View
3. How to separate Xero Tracking Categories into distinct columns using Power Query
This video shows how you can separate the Xero Tracking Categories that are provided as a table of data into their own columns for ease of reporting. View
DAX
1. Introduction tutorial to DAX
This article will provide a quick introduction tutorial to DAX for those unfamiliar with it. View
2. Create Year-To-Date (YTD) measures in DAX
This article will help you to create Year-To-Date (YTD) measure in DAX. It provides two approaches to achieve the same result. View