Please ensure that you have PowerBI Desktop installed in your Windows machine.

• 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/request

  Fill 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

• Step 2: Module verification

  Install the module on your Odoo and follow the steps given below to verify your module

  • 2.1 Copy the License Key you received from Techneith on your email

    

  • 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.

    

  • 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)

    

  • 2.4 Paste your License Key in the License Key field ( was copied in Step 2.1 )

    

    Then click Save and then Generate Token

• Step 3: Desktop Configuration

  • 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

    

  • 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

    

• Step 4: Connecting with Odoo

  Follow below steps to connect PowerBI with ODOO

  • 4.1 Click Get Data on Home Tab in PowerBI Desktop

    

  • 4.2 Search for TechneithConnector in the Get Data window. Then click Connect

    

  • After this you will see the following screen

    

    We will fill this contents in Step 5

• Step 5: Linking and Data Fetching

  Follow below steps to link connector and fetch data

  • 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

  • 5.2 You can see tables from your ODOO database. Select tables you want to continue with in PowerBI and click Load.

    

  • 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

    

  • 5.4 Odoo Database is now connected successfully with PowerBI Desktop and you can see content of your tables

    

• Step 6: How to Reflect Data change in PowerBI Desktop if there is change in data in ODOO

  • Click on the Refresh in Home tab. (This loads and reflects the changes happened to data in ODOO)