How to Build an Aged Receivables Dashboard in Power BI Using Xero Data
Learn how to build an aged receivables dashboard in Power BI using Xero data, Connectorly’s reporting model and a free template for customer and invoice analysis.
Why Power BI Numbers Don’t Match Xero (And How to Fix Them)
Power BI figures do not always match Xero immediately. Discover the ten most common causes of reporting discrepancies and follow a practical checklist to reconcile your financial data.
The Complete Guide to Xero Reporting in Power BI
A complete guide to Xero reporting in Power BI, covering native Xero reports, data connections, financial dashboards, multi-organisation reporting and reliable implementation practices.
Power BI for Beginners: The Complete Step-by-Step Guide (2026)
Learn Power BI from scratch with this complete beginner’s guide. Discover Power Query, DAX, dashboards, data modelling, publishing and practical business reporting examples.
How to Build a Cash Flow Dashboard in Power BI (Using Xero Data)
Cash flow is one of the most important financial metrics for any business. In this guide, you’ll learn how to build a professional cash flow dashboard in Power BI using Xero data, including KPI cards, running balances, cash forecasting, and executive dashboards. We’ll also show how Connectorly for Xero & Power BI can help automate your reporting.
How to Create Custom Tracking Categories in Xero (And Actually Use Them)
Tracking categories are one of the most useful reporting features in Xero, but many businesses never use them properly. Learn how to create tracking categories, improve department and location reporting, avoid common mistakes, and extend your Xero reporting with Power BI and Connectorly.
How to Build Dashboards from Xero in Power BI
Want better Xero reporting? Learn how to build interactive dashboards in Power BI using Connectorly templates, structured data models, and automated refreshes.
How to Consolidate Multiple Xero Organisations for Better Reporting
Managing multiple Xero organisations? Learn how to consolidate reporting in Power BI using Connectorly, with practical guidance on account mapping and tracking categories.
Power BI Direct API Connection vs Using Connectorly for Xero Reporting
Should you connect Power BI directly to Xero or use Connectorly? This guide explains the differences, challenges, and best approach for reliable reporting.
How to Use Xero Find & Recode (With Real Examples)
Struggling with incorrect transactions in Xero? Learn how to use Find & Recode with real examples to clean your data and improve reporting accuracy.
Connectorly vs Xero Analytics (Powered by Syft): What’s the Difference for Xero Reporting?
Looking at Connectorly vs Xero Analytics powered by Syft? Learn how Xero’s built-in reporting compares with Power BI analytics for advanced financial dashboards.
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.
Connectorly vs Manual Excel Export from Xero: Which Is Better for Financial Reporting?
Is exporting from Xero to Excel still the best way to build financial reports? In this comparison, we break down manual Excel exports vs Connectorly for Power BI, covering consolidation, reporting currency, automation, and scalability — so you can choose the right approach for your finance team.
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.
Understanding Prebuilt Power BI Measures for Xero Reporting with Connectorly
Explore the key prebuilt DAX measures included in Connectorly’s free Power BI templates for Xero. This guide explains the calculation logic and business purpose behind essential financial, revenue, customer, and performance KPIs, helping you get more value from your data out of the box.
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.
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.
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.