Getting Started with Power BI

Modified on Sun, 26 Jul at 3:57 AM

Overview

Each QQube data model is already configured for Microsoft Power BI.

The prepared examples include:

  • More than 5,700 DAX formulas.
  • Preconfigured FACT and DIMENSION relationships.
  • Understandable field names.
  • Appropriate formatting for measures.
  • Hidden technical fields that are not required for reporting.

You do not need to reverse engineer the QuickBooks database or build the data model from scratch.

Prepared Data Model

The underlying QQube tables are already connected using the proper data warehouse relationships.

Install the most recent version of Power BI Desktop before opening and refreshing a QQube example.

  

Start with a Power BI Example

Open the QQube Configuration Tool and select Microsoft Power BI under Examples.

The available Power BI examples appear in the list. At least one example is provided for each data model.

Grayed-Out Examples

A grayed-out example means the required data model is not loaded or has a synchronization error. Review the synchronization log guide before opening the example.

Microsoft Power BI examples listed in the QQube Configuration Tool

Open and Refresh an Example

1. Confirm Successful Synchronization

Review the synchronization logs.

Confirm that the required data model loaded successfully and contains no synchronization errors.

2. Open the Power BI Example

Double-click the required example in the QQube Configuration Tool.

The example opens to an instruction page that explains:

  • How to refresh the data.
  • How to respond to the first-time credential prompts.

QQube Power BI example instruction page

3. Refresh the Data

Use the Power BI Refresh command to retrieve your QQube data.

Power BI Refresh command used to retrieve QQube data

If the refresh fails, confirm that the correct data model is loaded and review the synchronization logs.

First-Time Credentials

Power BI may request credentials the first time a QQube example is opened.

This occurs because Power BI does not automatically use the passwords configured with the two installed DSNs.

QQubeFinancials

DSN NameQQubeFinancials
PasswordFinancials
PurposeSuper-user connection used for Financial Summary and Payroll analytics.

QQubeUser

DSN NameQQubeUser
PasswordUser
PurposeStandard connection used by most QQube data models.

4. Enter the QQubeFinancials Credentials

When prompted for the QQubeFinancials data source, enter the required credentials and save the connection.

Power BI credential prompt for the QQubeFinancials data source

5. Enter the QQubeUser Credentials

When prompted for the QQubeUser data source, enter the required credentials and save the connection.

Power BI credential prompt for the QQubeUser data source

Credentials Are Normally Entered Once

After both data-source credentials are saved, Power BI should not request them again for subsequent QQube examples.

If the Refresh Fails

Confirm both of the following:

  • The required QQube data model is loaded.
  • The QQube synchronization logs contain no errors.

Use the synchronization log guide to identify and correct any extraction issue.

Expected Result

The Power BI example opens with its QQube tables, relationships, field labels, formatting, and DAX measures already configured. After the credentials are saved and the refresh completes, the report is ready for analysis and customization.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article