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BUT WAIT! Before you can start using Power BI with BUZ you will need to need your Organizational Code this can be found in BUZ under Reports -> Right hand side ( 5 Character code) or contact BUZ Support to get a link and supply your Organizational Code. See Connect to your Data for info on how to connect
Close the popup screen (select the x in the top right corner of popup), the Report view of Power BI Desktop is displayed close that too.
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Power Bi does not have a desktop version for Mac, to use Power BI with Mac you will need to do use this online. the dashboard must be created b a Windows user first. To do this refer to the below steps
- Import your Data Using excel, refer to our documentation on "Connect Data via Excel" to pull your data from BUZPower Bi format received from the windows user
- Save this on your local drive
- Sign in/up to Power Bi online ->PowerBi Sign in
- Once logged into Power Bi select "Files"
- Select Local File, find you document
5. Import Excel data into Power Bi
2. Connect to your Data
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- Open Excel, click on power Query tab
- Click on "From other sources", select "From OData Feed"
- Type in your URL → reports2URL → https://reports.api.buzsoftware.com.au
- Sign in using your credentials
- your user name will have your organizational code (xxxx) forward slash your username for BUZ. Can be found in BUZ under Reports -> Right hand side ( 5 Character code) or contact BUZ Support to supply your Organizational Code. You will need to receive your organizational code from support to be able to receive your data (Example: MMPCD/support@buzsoftware.com.au)
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If you click edit data before you load, then you can select your date filters. We suggest you filter by "Invoice date" or "Accepted date"
TIPS for using power bi
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