Power BI
Business Intelligence
Synchronized Entities
- Sales and invoicing
- Inventory and movements
- Purchases and suppliers
- Accounting and finance
- Customers and portfolio
- Production and costs
Integration Flow
- Direct connection to ERP database (SQL Server/PostgreSQL)
- Data extraction through optimized views
- Transformation and modeling in Power BI Desktop
- Publication to Power BI Service
- Scheduled automatic refresh
- Access through roles and permissions
Security
- Encrypted connection (TLS 1.2+)
- Authentication via Azure AD or credentials
- Access through views with specific permissions
- Row-level security (RLS) by user/company
- Access auditing
Frequently Asked Questions
All ERP data: sales, inventory, purchases, accounting, customers, production, HR, etc. Exposed through optimized views.
You can configure updates from hourly to daily. For real-time data, DirectQuery can be used.
Yes, you need Power BI Pro or Premium to publish and share reports. Power BI Desktop is free.
Other Integrations
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Looker Studio (Google Data Studio)
Integration with Looker Studio to create visual dashboards and reports with ERP data, ideal for sharing with teams.
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Excel / CSV
Mass data import and export via Excel or CSV files, with validation and field mapping.
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Zapier / Webhooks
Integration via Zapier and webhooks to connect ERP with 5,000+ applications and automate workflows.
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