Access to Generic Inquiries Through OData: Connecting to MYOB Acumatica from Power BI

Microsoft Power BI is a collection of online services and features that you use to find and visualize data, share analysis, and collaborate intuitively. This collection includes the Power BI MYOB template app, which you can use to quickly connect to your live business data and immediately glean insights from it. The template app, which has been provided by MYOB, consists of a set of MYOB Acumatica generic inquiries that are exposed through the OData protocol and the data model that enables Power BI requests to the data retrieved through the inquiries. You can also create custom views for Power BI.

Custom Power BI Views

You can create custom Power BI views for your instance of MYOB Acumatica. The process of creating your own view of MYOB Acumatica data in Microsoft Power BI includes the following general steps:

  1. You create a generic inquiry exposed via OData. For more information, see Generic Inquiries and OData: To Expose Inquiry Results Through OData.
  2. In Microsoft Excel, you prepare the data model for Power BI. By using the Power Pivot add-in to Microsoft Excel, you create, arrange, and normalize the data model of the raw data obtained from the generic inquiry. For more information, see Access to Generic Inquiries Through OData: To Access an Exposed Inquiry in Microsoft Excel.
  3. You upload the Excel file with the data model to Microsoft Power BI. For more information, see Getting data from Excel to Power BI in the Microsoft documentation.

Requirements for the User Account Role

The access to Power BI views from the MYOB template app is configured for user roles in MYOB Acumatica as the access to the corresponding generic inquiries in the application's site. An out-of-the-box MYOB Acumatica instance includes the predefined BI access role, which has access to the generic inquiry forms included in the MYOB template app for Power BI. Account is assigned the BI role. A user with the Administrator role, which provides full access rights in the system, can assign the BI role to the needed users by using the Users (SM201010) form.

To restrict user access to certain views in Power BI, you can use existing user roles or create additional user roles in MYOB Acumatica. You should specify the needed access rights to the appropriate generic inquiry forms by using the Access Rights by Screen (SM201020) form. For more information on granting user access to MYOB Acumatica forms, see Access Rights to Generic Inquiries: General Information.