Real-Time Consolidation of Xero or MYOB data
A powerful feature that OdataLink provides is its ability to pull data from multiple Xero or MYOB data files into Power BI and Excel.
This allows you to:
- Report on multiple individual organisation using a single dashboard.
- Report on the consolidation view of your company group.
No more consolidating data in Power Query the hard way
The traditional approach to consolidating data in Power BI or Excel using Power Query involved:
- Creating one power query to pull data from a single source.
- Duplicating this query multiple times and relinking each one to a different source.
- Combining all these power queries into a single one using the Table.Combine instruction.
While not specifically challenging, the time needed to consolidate in this way is significant.
In addition, this approach increases the complexity of maintaining and editing these queries. If you realise you need an additional field or made a mistake in the initial steps, you might very well need to edit every single query created.
Lastly, if you need to add Xero or MYOB data files to your report later down the track, you will need to spend additional development time on your report.
A better way to consolidate Xero or MYOB data using OdataLink
OdataLink provides a better and simpler way to consolidate your Xero organisation or MYOB company data.
It provides a single consolidation OData Feed that allows you to download data from multiple MYOB or Xero data files at once.
You simply need to copy a single url into Power Query and you’re off consolidating data from multiple sources.
This single OData feed does all the hard work for you. It will automatically pull data from all companies and append it into a single data set.
You can now spend more time where it matters: designing powerful and insightful dashboards and reports.
Helping identify the company
In each record of data, OdataLink injects a DataFile column. This column helps you identify to which company the data belongs. This additional column truly shines when consolidating via the Consolidation OData Feed.
To include data from this column, simply:
- Locate the DataFile column.
- Click the Expand button.
- Tick the DataFileID, DataFileName or DataFileCode columns.
Once done, these additional columns will appear in your data set.
Slicing your data by company
In addition to the DataFile column, OdataLink also provides a DataFiles endpoint. This endpoint returns the list of data files attached to the OData Feed.
It is extremely useful when building reports where:
- You need a slicer to select data files.
- You are charting data or DAX formulas from multiple tables.
- You need to see the data files regardless if they have data or not.
To use, simply include the DataFiles endpoint and add relationships with other tables.
Easily add or remove data files to your reports.
OdataLink makes it extremely easy to add or remove data files from your reports.
Via the model screen in OdataLink, you can:
- Choose to consolidate all data files
- Choose to consolidate specific data files
OdataLink’s design philosophy at it’s best
OdataLink has been designed to elevate Power Query, Power BI and Excel to their fullest potential.
We make sure that all features we add sits perfectly inside the Microsoft ecosystem, whether that is Excel, Power BI, Power Query, Data Flows, Data Marts, Azure Data Factory or other technology.
Nothing shows this design principle better than the Consolidation OData Feed.