How to connect Odoo with Power BI Desktop?
How to connect Odoo with Power BI Desktop?
Blog Article
In the dynamic landscape of business management, having a robust ERP system is essential. Odoo, with its modular and integrated approach, has proven to be a key player in providing comprehensive solutions for business. Now taking your data visualization and analysis capabilities to the next level by integrating Odoo with Power BI. Let’s dive deap into the potential and advantages of this powerful integration.
Understanding Odoo
Odoo, an open-source ERP platform, offers an array of applications covering various business functions such as sales, inventory, accounting, and more. Its modular structure allows businesses to customize the system to their specific needs, creating a cohesive and efficient workflow.
Benefits of Integrating Odoo with Power BI:
- Easier Access to Data: This allows businesses to easily access the Odoo dataset for analysis and make better business decisions faster.
- Increased Efficiency: This increases efficiency, and human errors and ensures accuracy in reporting.
- Cost Savings: Integration eliminates the need of more software licenses or expensive hardware upgrades.
- Improved Reporting: Providing a clear picture of how different departments are performing and improving productivity and reporting.
How to Integrate:
You can integrate the Odoo dataset with Power BI Desktop using these 4 simple steps:
- Module Installation: Download and install the Odoo Power Connector on Techfinna’s website. It’s a simple process that should take only a few minutes.
- Connection stabilization: After installation, open Power BI Desktop and click on the "Get Data" option. Search for “Odoo” and select the Odoo connector by Techfinna from the list of available connectors.
- Configure Settings: You will need to enter your Odoo credentials, including the server URL and token. The connector’s user-friendly interface will guide you through the configuration process step-by-step.
- Import Data: Once the connection is stabilized, the next step is to import the relevant data from your Odoo database into Power BI. You can select specific tables and fields to import, giving you the flexibility to focus on the data that matters most.
Voila! You have successfully connected the Odoo dataset with the Power BI desktop.
Ready-Made Dashboards
Once your Odoo data is in Power BI, you can start building custom dashboards or Techfinna is leveraging you to use pre-build dashboards and reports for quick insights into areas like profit and loss, budgeting, and inventory.
Key Features of Odoo Power BI Connector:
- Unique token-based secure connection.
- Refresh data in a single click
- Import multiple Odoo tables
- Fetch data using SQL Query
- Reach New Level with Dashboard Visualization
For More benefits discuss with our Technical Team: info@techfinna.com
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