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.
Working with Grouped Xero Organisations in Power BI
Easily consolidate data from multiple Xero organisations in Power BI with Connectorly. Group entities, align charts of accounts with Connectorly Views, and create accurate P&L, balance sheet, and cash flow reports. Save time, reduce errors, and combine Xero data with CRM or project tools for deeper insights.
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!
5 Time-Saving Power BI Desktop Tips Every Beginner Should Know
Discover five essential Power BI Desktop tips designed for beginners to streamline tasks and enhance productivity. From quick multi-selection and data transformation techniques to efficient duplication of visuals, these practical strategies ensure your reporting process is both efficient and professional.
Understanding Unrealised and Realised Currency Gains, and Bank Revaluation
Currency fluctuations can have a major impact on your financials—but not all gains or losses are treated the same. In this article, we break down the difference between unrealised and realised currency gains, and explain how bank revaluation affects your accounting reports. Whether you’re managing international invoices or reconciling foreign currency accounts in Xero, this guide will help you make sense of the numbers.
Why are Xero merged contacts not updated on the invoice in Power BI?
When merging contacts in Xero, invoices visually update, but underlying data doesn’t refresh, causing discrepancies in integrations like Connectorly. This article explains why this happens and provides a straightforward solution to ensure invoices accurately reflect merged contacts in your reporting tools.
Simplifying Budget Management with Xero and Connectorly
Managing budgets doesn’t have to be a manual mess. In this blog, we explore how Xero’s built-in budgeting tools combined with Connectorly’s seamless Power BI integration can help you simplify budget tracking, reduce errors, and create powerful, always up-to-date budget vs. actual reports — all without wrestling with spreadsheets.
Why Accurate Calendar Reporting Matters (And How Connectorly Makes It Easy)
Accurate calendar reporting is crucial for making sense of your financial and sales data—especially when different teams or regions work with different fiscal year definitions. In this post, we explore why flexible calendar options (like ISO weeks, fiscal years, and standard Gregorian calendars) matter, and how Connectorly makes it easy to apply the right structure to your Power BI reports—whether you’re using data from Xero, HubSpot, or both.
🔍 How Connectorly Generates Forecast Data from Xero
Learn how Connectorly builds accurate cash flow forecasts from your Xero data by leveraging repeating invoices and bills, estimating future payments based on contact behavior, and generating forward-looking bank transactions—all designed to power dynamic, real-time insights in Power BI.
How To Connect Xero to Power BI Desktop and Start Reporting in Minutes
Discover how to connect Xero to Power BI Desktop in just a few minutes and start creating powerful, real-time financial reports. This step-by-step guide walks you through the setup process, highlights common pitfalls to avoid, and shows you how to unlock actionable insights from your Xero data—no coding required. Perfect for finance teams and business owners looking to make smarter, data-driven decisions.
How To Manage Credentials and Automatic Refresh in Power BI Online
Keeping your Power BI reports current doesn’t have to be a struggle. This guide walks you through how to securely manage data source credentials and set up automatic refreshes in Power BI Online—so your insights are always accurate, timely, and stress-free.
How to update datasource settings in Microsoft Power BI desktop
https://youtu.be/20N8293ffL4 Managing your data source credentials in Power BI is crucial for maintaining secure and accurate data connections. In our latest video tutorial, we guide you through the process of updating your data source credentials in Power BI, ensuring your reports remain reliable and up-to-date. Why Update Data Source Credentials in Power BI? Power BI […]
How to Change the Currency Symbol in Power BI
Learn how to easily change the currency symbol in Power BI with our simple tutorial. Enhance financial reporting accuracy using Connectorly integrations for Xero, HubSpot, Microsoft 365, Datto RMM, and access our free templates.
How to Build a Flexible Balance Sheet with Xero and Power BI
Unlock the Power of Your Financial Data: Build a Flexible Balance Sheet with Connectorly for Xero and Microsoft Power BI. Easily connect your Xero data to Microsoft Power BI and start building insightful reports in just a few clicks. Tailor your balance sheet to fit different scenarios with Connectorly’s dynamic data connections and Power BI’s visualization tools. Discover why the balance sheet is essential for understanding your company’s financial position and how Connectorly can help you quickly build and customize it to meet your unique business needs. Consolidate balance sheets across multiple Xero accounts, create custom views, and gain deeper insights into your financials. Try Connectorly for free today and transform your financial data into actionable insights.
How Can You Identify Values Missing From a Table in Microsoft Power BI Desktop?
Connectorly offers a hassle-free solution to integrate business software systems with their no-code approach. They provide connectors for Dynamics 365, Xero, LeadForensics, HubSpot and Power BI. These connectors will help businesses increase their productivity by connecting all essential systems without any downtime. Connectorly’s team is readily available to assist users through live chat and email. Their website also has useful resources users can access to simplify installation. With registered office located in Kent, Connectorly is an essential tool for businesses looking to simplify their software integration needs.
Creating and Utilizing Views in Power BI Desktop with Connectorly for Xero & Power BI
Unlock powerful insights by creating and leveraging views in Power BI Desktop with Connectorly for Xero and Power BI.
Is Your P&L a Puzzle? Connectorly Holds the Missing Pieces
Creating a comprehensive Profit and Loss (P&L) statement is vital for understanding your business’s financial performance. However, generating detailed and customizable P&L reports can be challenging with standard tools. This is where Connectorly bridges the gap between Xero and Microsoft Power BI, offering an enhanced reporting experience. https://www.youtube.com/watch?v=hOuLgXt1nes&t=3s Why Connectorly for P&L Reporting? Connectorly seamlessly […]
How Can You Leverage Debtor and Creditor Data to Make Informed Decisions?
Managing debtors and creditors is integral to the financial health and success of your business. Debtors refer to customers who owe your business money, while creditors are the suppliers or vendors to whom your business owes money. Both play a significant role in your company’s cash flow and profit margins. Ignoring the importance of managing aged […]
Master Revenue Forecasting with Connectorly for Xero & Power BI
Accurate revenue forecasting for businesses of all sizes is very important. If you’re looking to supercharge your revenue growth, Connectorly for Xero and Power BI with the Revenue Forecasting template is the right tool for you. This powerful solution can help you gain valuable insights, identify growth opportunities, and make data-driven decisions to optimize your business […]