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Produktdetails werden auf Englisch angezeigt. Übersetzungen folgen in Kürze.

Preis: $299.00 USD
ERPNext-Versionen: —
Rüstzeit: 30 Min
Lizenz: Einmalig und unbefristet
Sprachen: 11 Sprachen

Einmalkauf

ERPNext Power BI Connector

Name: ERPNext Power BI Connector
Brand: ECOSIRE
SKU: erpnext-powerbi-connector

A native Power BI data connector for ERPNext with prebuilt finance and sales semantic models, scheduled refresh, and row-level security. Built, installed, and supported by ECOSIRE after you confirm scope.

$299.00USD

Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.

Hauptfunktionen

Native Power BI connectivity via whitelisted Frappe REST endpoints — no direct MariaDB `tab*` access, so it survives schema upgrades

Dual feed modes: paginated REST Import for scheduled datasets and a DirectQuery-style feed backed by `@frappe.whitelist()` server methods

Prebuilt finance semantic model — GL Entry, P&L and balance-sheet building blocks, AR/AP aging, cost-center and dimension breakdowns

Prebuilt sales semantic model — Sales Order, Sales Invoice, item, customer, and territory analysis with margin measures

Ready-made DAX measures, star-schema relationships, and a conformed date dimension shipped inside the `.pbix`

Row-level security mapping ERPNext roles, Company, and Territory to Power BI RLS roles for one safe multi-branch report

Server-side enforcement of Frappe User Permissions and role profiles on every request — analysts only pull rows they're entitled to

Incremental / change tracking via `doc_events` hooks and server scripts on `modified` timestamps to avoid full reloads

Scheduled refresh wired through Frappe `scheduler_events` with API-key / token authentication — zero manual CSV exports

Multi-company aware: filters and RLS respect the active Company and inter-company boundaries

Custom field and custom DocType support — your Customize Form additions are mapped into the models during the build

Pagination, throttling, and field allowlisting on the feeds so large datasets export without hammering the ERPNext site

Delivered as a standard Frappe app (own module + `hooks.py`) — installs with `bench install-app`, upgrades cleanly on v15/v16

Optional currency normalization to a reporting currency for multi-currency finance dashboards

Über dieses Produkt

Most ERPNext teams hit the same wall when leadership asks for a single, trustworthy dashboard: ERPNext's built-in Report Builder, Query Reports, and Dashboard Charts are excellent for operational lists, but they were never meant to be a full BI layer. Analysts end up exporting DocTypes to CSV, hand-stitching GL Entry, Sales Invoice, and Sales Order in a spreadsheet, and rebuilding the same model every month. The moment someone needs blended finance-and-sales metrics, historical trend, or per-branch access control in Power BI, native ERPNext runs out of road — and pointing Power BI straight at the MariaDB tab* tables is brittle, insecure, and breaks on the next schema change.

Warum ERPNext Power BI Connector wählen

Native Power BI connectivity via whitelisted Frappe REST endpoints — no direct MariaDB `tab*` access, so it survives schema upgrades

Dual feed modes: paginated REST Import for scheduled datasets and a DirectQuery-style feed backed by `@frappe.whitelist()` server methods

Prebuilt finance semantic model — GL Entry, P&L and balance-sheet building blocks, AR/AP aging, cost-center and dimension breakdowns

Prebuilt sales semantic model — Sales Order, Sales Invoice, item, customer, and territory analysis with margin measures

Ready-made DAX measures, star-schema relationships, and a conformed date dimension shipped inside the `.pbix`

Row-level security mapping ERPNext roles, Company, and Territory to Power BI RLS roles for one safe multi-branch report

The ERPNext Power BI Connector closes that gap. It is a proper Frappe app (its own module, DocTypes, and hooks.py) that exposes governed, analytics-ready data to Power BI through whitelisted REST endpoints rather than raw database access. We ship two feed modes: a paginated REST pull for Import/scheduled-refresh datasets, and a DirectQuery-style feed backed by whitelisted server methods (@frappe.whitelist()) for near-live querying. On top of the feeds we deliver prebuilt semantic models for finance (General Ledger, P&L, balance-sheet building blocks, AR/AP aging) and sales (orders, invoices, item and customer analysis), with the DAX measures, star-schema relationships, and date dimension already wired in your .pbix.

Technically, the app maps ERPNext DocTypes to clean analytics tables, adds server scripts and doc_events hooks so incremental/change tracking stays accurate, and enforces Frappe's permission model on every request — the connector honors User Permissions and role profiles, so a Company- or Territory-scoped user only ever pulls the rows they are allowed to see. That same boundary drives Power BI row-level security (RLS): we map ERPNext roles and dimensions to RLS roles so one published report serves head office and regional managers safely. Scheduled refresh is handled with Frappe scheduler_events and token/API-key authentication, so datasets refresh on cron without a human exporting anything. Everything targets Frappe/ERPNext v15 and v16.

Because this is build-to-order, we do not hand you a generic marketplace download and wish you luck. After a short scoping call we confirm exactly which DocTypes, custom fields, companies, and dimensions matter to you, then build and test your version against a copy of your data. Typical delivery is 2–4 weeks from confirmed scope. You receive installable source, install and configuration on your bench, UAT on staging with a rollback plan, documentation, a training session, and a post-go-live support window — plus the git repository so the app is fully yours.

Was Sie bekommen

Installable source code for your commissioned version of the Frappe app
Installation and configuration on your bench (API keys, roles, scheduler, `.pbix` connection)
Prebuilt Power BI `.pbix` files for the finance and sales semantic models
Technical documentation — endpoint reference, DocType-to-model mapping, RLS design, refresh setup
End-user guide plus a live training session for your analysts and report consumers
UAT on a staging site with a documented rollback plan before production go-live
Post-go-live support window for fixes and questions after launch
Handover of the git repository so the app and models are fully owned by you

Für wen das ist

Finance Controller / CFO

Needs consolidated P&L, balance-sheet, and AR/AP aging in Power BI without waiting for monthly spreadsheet rebuilds, and wants the numbers to tie back to ERPNext GL exactly.

BI / Data Analyst

Wants a governed, documented data source instead of scraping DocTypes to CSV — with a ready star schema, DAX measures, and a date dimension so they can extend rather than rebuild.

Head of Sales / RevOps

Runs multi-territory or multi-company sales and needs one Power BI report where each regional manager sees only their own pipeline via row-level security.

ERPNext System Administrator

Responsible for the bench and data security; wants BI access that respects Frappe permissions and role profiles rather than opening raw database credentials.

Installationsübersicht

Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der ERPNext Power BI Connector-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um ERPNext Power BI Connector zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.

Wie ERPNext Power BI Connector im Vergleich abschneidet

Kriterium	ECOSIRE	Benutzerdefinierter Build	Konkurrent
Data access method	Governed whitelisted REST + DirectQuery feeds	Whatever you script; often raw SQL	Fixed REST export, limited config
Semantic model	Prebuilt finance & sales star schema + DAX	Built from scratch by your analyst	Generic tables, no measures
Permission enforcement	Honors Frappe User Permissions & role profiles	Only if you build it in	Often ignored — full table access
Row-level security	ERPNext roles mapped to Power BI RLS	Manual, error-prone	Rarely supported
Scheduled refresh	Frappe scheduler + token auth, no manual export	Custom cron you maintain	Basic, fixed cadence
Custom fields / DocTypes	Mapped to your exact schema during build	Yours to wire up	Standard fields only
Upgrade safety (v15/v16)	Standard Frappe app, no `tab*` coupling	Breaks on schema change	Depends on vendor cadence
Ownership & support	Git handover + post-go-live support window	You own and maintain fully	Vendor-locked, subscription

Häufig gestellte Fragen zu ERPNext Power BI Connector

How long does delivery take?

This is a build-to-order engagement, not an instant download. After a scoping call to confirm the DocTypes, companies, and dimensions you need, typical delivery is 2–4 weeks from confirmed scope. We build and test your version against a copy of your data, run UAT on staging, then install on production.

How does the connector authenticate to ERPNext, and is it secure?

Power BI connects through whitelisted Frappe REST endpoints using API key/secret or token auth — never through direct MariaDB access. Every request is enforced against Frappe's permission model, so User Permissions, role profiles, and Company scoping all apply. This keeps BI access governed and auditable rather than handing out database credentials.

Does it work with DirectQuery or only scheduled refresh?

Both. We ship a paginated REST Import feed for scheduled-refresh datasets (wired through Frappe `scheduler_events`) and a DirectQuery-style feed backed by whitelisted server methods for near-live querying. We recommend the right mode per report during scoping based on data volume and freshness needs.

Which ERPNext versions are supported?

Frappe/ERPNext v15 and v16. The connector is a standard Frappe app installed with `bench install-app`, so it upgrades cleanly alongside your site. If you're on an older version we can discuss a supported upgrade path during scoping.

Will it include our custom fields and custom DocTypes?

Yes. Custom fields added via Customize Form and your own custom DocTypes are mapped into the semantic models as part of the build — that's a core reason this is build-to-order rather than a fixed marketplace app. We confirm exactly which fields matter during scoping.

What about updates and support after go-live?

Every engagement includes a post-go-live support window for fixes and questions. Because we hand over the git repository, your team can also maintain and extend the app. We offer optional ongoing support and version-upgrade retainers if you'd prefer we keep it current on new ERPNext releases.

How does row-level security work across branches?

We map ERPNext roles and dimensions like Company and Territory to Power BI RLS roles, so a single published report shows head office the full picture while each regional manager sees only their own rows. The same permission boundary is enforced server-side in ERPNext, so the data never leaves the site un-scoped.

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