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Odoo to PowerBI Installation Manual
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Contact UsPlease ensure that you have PowerBI Desktop installed in your Windows machine.
Watch all steps in this video
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Note: Proceed with step 1 only if you haven't received your license key. Otherwise, go to step 2
Step 1: Request your license key
Click Here to request your license key
https://odoo.techneith.com/requestFill out the following details on the provided link:
- Name
- Name of Organization
- Odoo Production and Staging URL
- Purchase/Invoice number (If you are on trial put "Trial" in this field)
On submitting the form successfully you will receive your license key on the e-mail you mentioned in the form within 48 hours
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Step 2: Module verification
Install the module on your Odoo and follow the steps given below to verify your module
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2.1 Copy the License Key you received from Techneith on your email
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2.2 Head to your ODOO and make sure you have installed the Odoo PowerBI Direct Connector Module.
Once you have installed the module go to the Settings page.
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2.3 Click Bi Connector on left panel ( this will be available only after Odoo Power BI Direct Connector Module is installed on your ODOO)
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2.4 Paste your License Key in the License Key field ( was copied in Step 2.1 )
Then click Save and then Generate Token
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Step 3: Desktop Configuration
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Use the below link to download the EXE file and run it on the Windows machine on which Power BI Desktop is installed.
Click Here -
3.1 Run powerbiconnector.exe on your Windows machine. (Right click on powerbiconnector.exe and click Run as Administrator) This configures your PowerBI Desktop with Odoo Connector
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3.2 After Running powerbiconnector.exe you can see feedback message and notification (as shown in below images). This confirms our configuration is done successfully
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Step 4: Connecting with Odoo
Follow below steps to connect PowerBI with ODOO
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4.1 Click Get Data on Home Tab in PowerBI Desktop
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4.2 Search for TechneithConnector in the Get Data window. Then click Connect
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After this you will see the following screen
We will fill this contents in Step 5
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Step 5: Linking and Data Fetching
Follow below steps to link connector and fetch data
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5.1 Copy and Paste Connecter Url and Access Token from ODOO (generated in step 2.4) to Odoo Power BI Direct Connector window (left in step 4.2)
After step 5.1 click OK
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5.2 You can see tables from your ODOO database. Select tables you want to continue with in PowerBI and click Load.
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5.3 Tables are being fetched and You can see loading as shown in the below image
Note: Time to load data depends on the size of data to be fetched
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5.4 Odoo Database is now connected successfully with PowerBI Desktop and you can see content of your tables
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Step 6: How to Reflect Data change in PowerBI Desktop if there is change in data in ODOO
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Click on the Refresh in Home tab. (This loads and reflects the changes happened to data in ODOO)
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What Next? Try readymade dashboards handcrafted for Odoo
Checkout these plug and play dashboards specially made for your Odoo. Get a free trial for these popular dashboards on your Odoo dataset.
Profit and Loss Dashboard
Power BI
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- ➤ Customized dashboards
- ➤ Real-Time Data
Free — Installation •
Free — 6 Months Support •
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Budget Dashboard
Power BI
- ➤ Sorted Datasets
- ➤ Reliable Data
- ➤ Combination of Budget & Sales
Free — Installation •
Free — 6 Months Support •
Lifetime Access
![PowerBI Manual Installation](/static/images/manual/dash.jpg)
Discuss your dashboard requirements with us. Contact Here
Contact UsDiscuss with Techneith's Technical Team
Techneith welcomes all comments and willing to discuss any query you have
Comment:
Can This work with Ubuntu Server Linux on premise
i have an Ubuntu Server which runs odoo for the business so that man employees can connect and work at one can i use this there ?
On Sept. 15, 2023, 5:20 a.m. GMT
Reply:
Yes, The connector works on Odoo on premises and Odoo Sh as well. Multiple Power Bi clients can connect to your Odoo server as well. Contact info@techneith.com for further info.
On Sept. 15, 2023, 5:46 a.m. GMT
Comment:
Contact
Where to contact your team for dashboards discussion?
On April 25, 2023, 6:27 a.m. GMT
Reply:
Hi Jose, please contact on info@techneith.com
On April 25, 2023, 6:28 a.m. GMT