Acumatica Integration with Power BI

Introduction

Integrating Acumatica with Power BI enables powerful data visualization and analytics. This guide covers multiple methods to connect Acumatica data to Power BI for business intelligence.

Integration Methods

There are several ways to integrate Acumatica with Power BI:

• Generic Inquiries - Export data via CSV/Excel
• OData Feed - Real-time data connection
• REST API - Custom integration via API
• Data Warehouse - Export to SQL database

Using Generic Inquiries

Create Generic Inquiries for Power BI data:

// Create GI in Acumatica: System → Generic Inquiries

// Example: AR Customer Summary GI
Tables:
- Customer (ARCustomer)
- CustomerClass (ARCustomerClass)

Results:
- CustomerID
- CustomerName
- CreditLimit
- CustomerClassID
- LocationCount

Parameters:
- CustomerClass (optional filter)

OData Feed Setup

Enable OData for real-time connections:

// Enable OData: System → Configuration → OData Settings

// OData endpoint format:
https://your-instance.acumatica.com/odata/$metadata

// Connect in Power BI:
1. Get Data → OData Feed
2. Enter OData URL
3. Select tables
4. Transform and load

Building Power BI Reports

Create visualizations in Power BI:

// Power BI Data Flow:
1. Connect to Acumatica (OData/API)
2. Load data to Power Query
3. Transform and clean data
4. Create data model
5. Build visualizations
6. Publish to Power BI Service

// Common Reports:
- Sales by Customer/Region
- AR Aging Analysis
- Inventory Turnover
- Profit & Loss by Department

Summary

Power BI integration with Acumatica enables powerful business intelligence. Use OData for real-time data or Generic Inquiries for specific data exports.

For more guides, see Data Warehouse Integration.