Illustrative previewA secure, governed way to feed ERPNext data into Microsoft Power BI through a curated read-only semantic model.
ECOSIRE builds, installs, and supports it for your instance after a scoping call — this is a build-to-order engagement, not an instant download.
What is Power BI Connector for ERPNext?
A secure, governed way to feed ERPNext data into Microsoft Power BI through a curated read-only semantic model. ECOSIRE builds, installs, and supports it for your instance after a scoping call — this is a build-to-order engagement, not an instant download. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Analysts standardized on Microsoft Power BI usually end up scraping ERPNext data the hard way: exporting Report Builder views to spreadsheets, hitting the /api/method/frappe.client.get_list REST endpoint by hand, or — worst of all — handing someone the production MariaDB root credentials so a dashboard can run raw joins. ERPNext ships strong operational reporting (Query Reports, the Report Builder, dashboards), but it was never designed to be a governed BI source. There is no curated star schema, no stable measure layer, no way to give Power BI a read-only connection that respects ERPNext permissions, and no safe pattern for incremental refresh. The result is fragile dashboards that break every time a DocType changes, and a real security exposure from over-privileged database access.
What you get
- Installable source code for your version of the connector app (Frappe app installable via bench)
- Installation and configuration on your ERPNext v15/v16 instance, including the read-only DB user and semantic views
- Technical documentation: data model diagram, table/measure dictionary, refresh and RLS architecture
- A starter Power BI dataset/template plus user guide and one live training session for your analysts
- Post-go-live support window for defect fixes and configuration questions
- UAT on a staging/clone environment with a documented rollback plan before production cutover
- Git repository handover with full commit history and README for your team to maintain or extend
- Row-level security mapping worksheet aligning ERPNext role profiles to Power BI RLS roles
Who this is for
BI / Analytics Lead
Owns the Power BI estate and needs a stable, documented ERPNext data contract with measures that don't shift under them, so dashboards stop breaking on every ERPNext update.
ERPNext / IT Administrator
Responsible for the ERPNext site and its security. Needs BI access that is read-only, least-privilege, TLS-enforced, and auditable — not shared root credentials or ad-hoc exports.
Finance / Operations Director
Wants trustworthy live dashboards for revenue, AR aging, inventory, and delivery performance in the Power BI tools their team already uses, without manual spreadsheet pulls.
Data Governance / Security Officer
Needs row-level security that mirrors ERPNext permissions so each viewer only sees their company, territory, or cost center, with the connection surface documented and controlled.
How Power BI Connector for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Database access model | Least-privilege read-only user on curated view allowlist | Depends on developer; often over-privileged | Generic DB user, broad table access | No BI connector; manual exports or shared credentials |
| Semantic / measure layer | Curated star-schema views + documented measures | Built once, rarely documented | Raw table pass-through, no measures | Query Reports only, no reusable measures |
| Row-level security | ERPNext permissions mapped to Power BI RLS roles | Hand-coded per project if at all | Usually none | Enforced in ERPNext UI, not in Power BI |
| Incremental & scheduled refresh | Watermark-based incremental + scheduler pre-warm | Possible but bespoke effort | Full reload each refresh | Not applicable |
| v15 / v16 compatibility & upgrades | Versioned data contract, controlled migrations | Breaks on DocType changes unless maintained | Update cadence out of your control | Reports break on schema changes |
| Fit to your data model | Built to your DocTypes and reporting needs | Fully custom, high build cost | One-size-fits-all, limited fit | Standard fields only |
| Ownership & maintainability | Full git repo + docs handover | You own it but built from scratch | Closed source, vendor lock-in | N/A |
| Support & accountability | Scoped build + post-go-live support window | Only if you retain the developer | Generic vendor support tier | Community forums |
Frequently Asked Questions about Power BI Connector
How long does delivery take?
This is a build-to-order engagement. After a short scoping call and confirmed scope, typical delivery is one working week depending on how many DocTypes, measures, and RLS rules you need. You get a milestone timeline before we start — there is no instant download.
Is this a Frappe Cloud Marketplace app I can just install?
No. ECOSIRE builds this specifically for your ERPNext instance and data model, then installs and supports it. You receive installable source code and the full git repository at handover, but it is a bespoke build, not an off-the-shelf marketplace download.
Does Power BI get direct database access to ERPNext?
Only through a dedicated, least-privilege read-only MariaDB user scoped by an explicit SELECT allowlist over curated views — never root, never write access. For teams that prefer no DB exposure, we can drive metadata and health through whitelisted Frappe REST methods instead.
How does row-level security work?
We map ERPNext User Permissions and role profiles into Power BI RLS roles, so a viewer scoped to one company, territory, or cost center in ERPNext sees only that data in Power BI. The mapping is documented so you can extend it as your org changes.
Will it break when we upgrade ERPNext or change a DocType?
The semantic layer sits in versioned views with a documented data contract, and `hooks.py` doc events keep watermarks and indexes consistent. A DocType change surfaces as a controlled model migration we handle, rather than a silently broken dashboard. It targets Frappe/ERPNext v15 and v16.
What about support and updates after go-live?
Every build includes a post-go-live support window for defect fixes and configuration questions. Beyond that, we offer ongoing support and enhancement retainers, and because you hold the git repo, your own team can maintain or extend it too.
Can it handle large fact tables without slow refreshes?
Yes. We use incremental refresh keyed on indexed `modified`/`creation` watermarks plus off-peak scheduled jobs that pre-build aggregate tables, so large Sales Invoice or Stock Ledger volumes refresh in minutes rather than reloading everything each time.
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Power BI Connector
A secure, governed way to feed ERPNext data into Microsoft Power BI through a curated read-only semantic model. ECOSIRE builds, installs, and supports it for your instance after a scoping call — this is a build-to-order engagement, not an instant download.
- Provisions a dedicated, least-privilege read-only MariaDB user (SELECT-only on an explicit table allowlist) so Power BI never touches write or DDL grants
- Ships a proper Frappe app/module with its own DocTypes for connector configuration, table/measure selection, and refresh audit logging
- Curated semantic data model exposed as ERPNext SQL views — cleaned column names, resolved link fields, and pre-joined dimension/fact tables instead of raw `tabSales Invoice`
- Pre-built measures and calculated columns (revenue, margin, AR aging, on-time delivery, stock valuation) documented so analysts reuse one definition of truth