Power Bi-Custom Connector-Template Method

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• Power Bi-Custom Connector-Blank File Method

  Method 1: Blank File Step-by-Step Instructions Generate the Report: Follow the respective guides to generate your report. Download the .mez File: Access to the .mez file is provided to paid users. Download the file. Create Necessary Folders: Navigate ...

• Power Bi-Power Query-Template Method

  a) Using Templates Step 1: Access Templates Visit the https://accounting.bi/template-dashboards/. Step 2: Connect to Support Contact support at support@accounting.bi to build your template from scratch or to connect your organization's data in the ...

• Excel Power Query-Template Method

  Using Templates: Step 1: Access Templates Visit https://accounting.bi/template-dashboards/. Download the desired Excel template. Step 2: Configure Power Query in Template Open the downloaded Excel template. Go to the Data tab and launch the Power ...

• Power Bi-Power Query-Blank File Method

  a) Using a Blank File Step 1: Generate Reports First, generate the Profit and Loss and Balance Sheet reports by following the respective guides. Step 2: Access Power Query Open Power BI Desktop. Go to the Home tab and click on Get Data. Select Blank ...

• Excel-Add-in-Template Method

  Using Templates: Step 1: Access Templates Go to https://accounting.bi/template-dashboards/. Open the template that contains the desired data for Profit and Loss or Balance Sheet. Step 2: Configure the Bearer Token Click on the Bearer Token Popup ...