How to connect ERPNext to Microsoft Power BI

Currently there is no direct way to connect PowerBI to ERPNext database. There are 2 workaround solutions available;

1) Using an alternative to PowerBI (Metabase)
Metabase has good enough BI capabilities and can be hosted on the same server as ERPNext. Follow this guide for detailed instructions: [Guide] How to install Metabase (dashboard) along with ERPNext on Ubuntu 18.04 server

2) Using multiple instance groups

  • Setup a mechanism to take a daily backup of ERPNext database
  • Import the backup dump on a MySQL server (acts like staging area) that support remote connections and then connect to it using PowerBI connector / API gateway
  • You can also setup the staging server on localhost if you do not want to get into the API gateway step
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