Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

Gallery

Contacts

411 University St, Seattle, USA

engitech@oceanthemes.net

+1 -800-456-478-23

Twitter Facebook-f Pinterest-p Instagram
Development Technology

Connecting Odoo Dashboard to Microsoft Power BI: A Step-by-Step Guide

Introduction

Integrating Odoo with Microsoft Power BI provides powerful business intelligence capabilities, enabling organizations to visualize and analyze their Odoo data seamlessly. This guide covers the entire process of connecting Odoo to Azure Power BI, including required subscriptions, data extraction methods, transformation processes, and deployment best practices. Whether you are a technical developer or a business user, this comprehensive guide will help you implement a robust analytics solution.

Why Integrate Odoo with Power BI?

1. Advanced Data Visualization

Power BI offers a wide range of visualization tools that can turn raw Odoo data into insightful dashboards, providing real-time business insights.

2. Enhanced Decision-Making

With Power BI’s AI-driven analytics, organizations can identify trends, forecast future performance, and make data-driven decisions with precision.

3. Seamless Data Connectivity

Power BI integrates with various data sources, allowing organizations to centralize reporting and analytics from different platforms, including Odoo.

4. Automated Data Refresh

Power BI enables scheduled data refresh, ensuring that Odoo dashboards always display up-to-date information without manual intervention.

5. Scalability and Performance Optimization

By using Azure services, such as Azure Synapse Analytics and Azure Data Factory, businesses can efficiently manage and scale their Power BI reports for large datasets.

Prerequisites

Before integrating Odoo with Power BI, ensure you have the following:

Odoo Requirements

  • An Odoo instance (either self-hosted or Odoo Online).
  • Administrator access to the Odoo database or API.
  • Odoo PostgreSQL credentials if connecting directly via a database.

Azure & Power BI Requirements

  • Azure Subscription (for cloud-based integrations).
  • Power BI Pro or Premium License (for collaboration and report sharing).
  • On-Premises Data Gateway (if connecting an on-premise database to Power BI).
  • Azure Data Factory (for automated ETL processes if required).

Choosing the Right Power BI Subscription

Power BI offers several plans based on organizational needs:

  • Power BI Free – Limited capabilities, best for personal use.
  • Power BI Pro ($10 per user/month) – Essential for team collaboration and report sharing.
  • Power BI Premium Per User ($20 per user/month) – Provides AI-enhanced analytics and larger dataset capacity.
  • Power BI Premium Per Capacity (Starts at $4,995/month) – Enterprise-grade capacity suitable for large-scale organizations.

If you are working with big data or need real-time reporting, an Azure Synapse Analytics subscription is recommended.

Step-by-Step Guide to Connecting Odoo with Power BI

Step 1: Extracting Data from Odoo

To connect Odoo data to Power BI, you can use multiple approaches. The best method depends on your Odoo hosting setup and technical expertise.

Method 1: Using Odoo API (For Cloud Odoo Users)

  1. Generate API Key in Odoo
    • Go to Odoo Settings > Users & Companies > Users.
    • Select your user profile and create an API key.
    • Copy the key and store it securely.
  2. Use Power Query in Power BI
    • Open Power BI Desktop.
    • Click Get Data > Web.
    • Enter the Odoo API endpoint: https://your-odoo-instance.com/jsonrpc.
    • Authenticate using your API key.
    • Transform and load the data as needed.

Method 2: Direct PostgreSQL Connection (For Self-Hosted Odoo Users)

  1. Enable External Database Access in Odoo
    • Modify the Odoo configuration file (odoo.conf) to allow external connections.
    • Restart Odoo services.
  2. Retrieve Database Connection Details
    • Install pgAdmin to access PostgreSQL.
    • Retrieve the hostname, database name, username, and password.
  3. Connect to Power BI
    • Open Power BI and select Get Data > PostgreSQL Database.
    • Enter the retrieved database credentials.
    • Load and transform the data.

Method 3: Export CSV Reports (For Manual Integration)

  1. Export Data from Odoo
    • Navigate to the required module in Odoo (Sales, Inventory, HR, etc.).
    • Export reports in CSV format.
    • Choose the required fields and save the file.
  2. Import CSV Data in Power BI
    • Open Power BI and select Get Data > CSV.
    • Load the CSV file and perform data cleaning.

Step 2: Data Transformation in Power BI

After extracting data, the next step is transforming it for meaningful analysis.

Data Cleaning and Formatting

  • Remove unnecessary columns.
  • Rename fields for better readability.
  • Change data types where necessary.

Creating Relationships Between Tables

  • Use Power BI’s Manage Relationships feature to establish relationships between tables.
  • Ensure that primary keys and foreign keys are correctly mapped.

Building Measures and KPIs Using DAX

  • Utilize DAX (Data Analysis Expressions) to create calculated fields.
  • Examples of useful DAX measures: DAXCopyEditTotalSales = SUM(Sales[Amount]) AvgRevenuePerCustomer = DIVIDE(SUM(Sales[Amount]), DISTINCTCOUNT(Sales[CustomerID]))

Step 3: Deploying and Sharing Power BI Reports

Publishing Reports to Power BI Service

  1. Click Publish in Power BI Desktop.
  2. Select the appropriate Power BI Workspace.
  3. Configure Scheduled Data Refresh (Recommended: every 30 mins to 1 hour).
  4. Share reports with team members.

Embedding Power BI Reports in Odoo Dashboard

  1. Enable Power BI Embed API in Azure.
  2. Generate an App Registration in the Azure portal.
  3. Obtain the Power BI embed URL.
  4. Add an iframe widget in Odoo and paste the embed URL.

Step 4: Automating Data Refresh and Performance Optimization

Automating Data Refresh

  • Use Azure Data Factory for scheduled ETL processes.
  • Enable Scheduled Refresh in Power BI Service.
  • Configure On-Premises Data Gateway for on-prem database connections.

Performance Optimization Tips

  • Use Aggregations and Incremental Data Load.
  • Optimize DAX queries for performance.
  • Reduce the number of columns in datasets.

How EnlightVision Can Help

At EnlightVision Technologies, we specialize in seamless Odoo-Power BI integrations, ensuring businesses gain real-time insights from their Odoo data. Our expert team provides:

  • Custom API Integrations – Securely connect Odoo data with Power BI using REST APIs.
  • Database Optimization – Efficient PostgreSQL configurations for faster reporting.
  • Power BI Dashboards – Tailored dashboards with KPI-driven insights.
  • Automated Data Pipelines – Set up Azure Data Factory for real-time data synchronization.
  • End-to-End Support – From setup to deployment, we handle the entire integration process.

Whether you need a basic Power BI setup or a fully automated reporting system, EnlightVision has the expertise to turn your Odoo data into powerful business intelligence.

Looking to integrate Odoo with Power BI? Contact us today!

Useful Link:

Our Services
Azure Data Factory – https://azure.microsoft.com/en-us/products/data-factory/
Odoo API Documentation – https://www.odoo.com/documentation
Microsoft Power BI – https://powerbi.microsoft.com/

♥25

Author

admin

Leave a comment

Your email address will not be published. Required fields are marked *