How to Connect Xero or HubSpot to Excel (Step-by-Step Guide for Accountants and Sales Teams)
Looking for an easy way to connect Xero or HubSpot to Excel? This step-by-step guide shows accountants, CFOs, and sales managers how to use a PostgreSQL ODBC connection to pull live data into Excel—without manual CSV exports.
How to Split and Merge Fields in Power BI
Learn how to split and merge fields in Power BI using a real Xero tracking category example. This practical guide shows how to align combined fields like “Region – North” with Excel datasets where values are stored separately, so you can build accurate relationships and consolidated reports. Ideal for accountants and sales managers working with Xero, HubSpot, and Power BI.
How to Create a Running Total and Top N Customers in Power BI with DAX
Learn how to create running totals and highlight top customers in Power BI using DAX. This step-by-step guide shows practical examples for finance and sales reporting, helping you turn raw data into clear, actionable insights.
How and Why to Create Apps in Power BI?
Power BI Apps offer a clean, consistent way to share reports across your organisation without exposing draft content or risking accidental changes. If you manage dashboards for finance, sales, or operations—especially using Xero or HubSpot data—Apps help ensure stakeholders always see accurate, curated insights. This guide explains why Apps matter and how to set them up properly.
How to Expand JSON Data in Power BI Desktop
Learn how to expand JSON fields in Power BI Desktop using HubSpot data. A practical guide with Connectorly for HubSpot & Power BI.
How to Fix the Power BI SharePoint SSL (HTTPS) Error and Connect Files Securely
Connecting Power BI to SharePoint files can sometimes trigger the dreaded “Use SSL (HTTPS)” OAuth 2.0 error — but the fix is simpler than you think. In this guide, Connectorly explains how to securely link your SharePoint files to Power BI, avoid common authentication issues, and ensure your reports refresh smoothly. Ideal for Power BI developers, accountants, and business leaders who want reliable, secure data connections without the headaches.
How to Export Power BI to Excel (3 easy way)
New to Power BI and need your data in Excel? This step-by-step guide shows you three simple ways to export Power BI reports into Excel. Learn how to use CSV exports in Power BI Desktop, the powerful Analyze in Excel feature, and quick exports from visuals in Power BI Online. Perfect for beginners!
How to Connect Your HubSpot to Power BI and Get Better Insight on Your Sales
Unlock deeper insights into your sales performance by connecting HubSpot to Microsoft Power BI. In this guide, we show you the easiest way to integrate the two platforms, automate your data flow, and create interactive dashboards that help you track KPIs, identify trends, and make smarter business decisions.