Analytics & Reporting · Power BI Integration

Power BI integration for live dashboards across your ERP and WMS data.

Connect Xorosoft's orders, inventory, and fulfillment data directly to Power BI, so dashboards and reports stay current without manual exports or spreadsheet uploads.

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Live data refresh No manual exports Prebuilt report templates
Xorosoft → Power BILive DatasetsDashboardsRow-Level SecurityScheduled Refresh
Power BI SYNC Xorosoft
Datasets synced
14
Reports refreshed today
6
Refresh failures
0
ID
Inventory Dashboard · Refreshed
5 min ago
Refreshed
SF
Sales & Fulfillment Report · Refreshed
12 min ago
Refreshed
VP
Vendor Performance Dataset · Refreshing
In progress
Refreshing

One connection from Xorosoft data to live dashboards

ERPWMSLive Data Refresh Prebuilt DashboardsCustom ReportsDAX Compatible Row-Level SecurityReporting
Overview

Xorosoft data becomes a live source, not a stale export.

When teams export Xorosoft data into spreadsheets to build reports, dashboards go stale the moment the export is taken, and no two people are ever looking at the same numbers. The integration connects Xorosoft's data directly to Power BI as a live source, so dashboards and reports refresh automatically instead of relying on manual exports. Tap each point to see how.

The business problem

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When teams export Xorosoft data into spreadsheets to build reports, dashboards go stale the moment the export is taken, and no two people are ever looking at the same numbers.

The Xorosoft solution

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The Power BI integration connects Xorosoft's data directly as a live source, so dashboards and reports refresh automatically instead of relying on manual exports.

The business benefit

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Everyone works from the same current numbers, and reports stay accurate without someone maintaining a spreadsheet pipeline.

Power BI
Quick Answers

Power BI + Xorosoft, explained

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What is the Power BI integration?

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The Power BI integration connects Xorosoft's orders, inventory, and fulfillment data directly to Power BI as a live source, so dashboards and reports refresh automatically instead of relying on manual exports.

How does the Power BI integration work?

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Xorosoft data connects into Power BI as a dataset, refreshing on a schedule or live query. Power Query transformations and DAX calculations apply, and dashboards and reports update automatically as the underlying data changes.

Who uses this integration?

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Executives, finance and operations analysts, and anyone who needs a current, shared view of Xorosoft data uses the integration.

About the Platform

Who Power BI is, and what it brings to Xorosoft

Microsoft Power BI is a business analytics and data visualization platform - the system Xorosoft connects to for live dashboards and reports.

Grew out of Excel add-ins

Power BI began as a set of Excel add-ins - Power Pivot, Power Query, and Power View - before Microsoft unified them into a standalone product.

Launched in 2015

Microsoft made Power BI generally available as a standalone service in July 2015.

Part of the Power Platform

Power BI is part of the Microsoft Power Platform, alongside Power Apps and Power Automate.

Built on DAX and Power Query

Power BI uses DAX (Data Analysis Expressions) for calculations and Power Query for data transformation.

Power BI Desktop is free to use for report authoring, while the Power BI service handles sharing and collaboration in the cloud.

Key Features

Everything the Power BI integration handles

Tap any capability to expand the explanation, benefit, example, and sub-features.

Live data connection

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Xorosoft data connects to Power BI directly, supporting both scheduled refresh and live query.

Benefit: dashboards reflect current data instead of a point-in-time export.

Example: an inventory dashboard refreshes automatically every hour without anyone touching a spreadsheet.

Sub-features
  • Scheduled refresh
  • Direct query support
  • Live connection

Prebuilt dashboard templates

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Ready-made dashboards cover common views - inventory, sales, fulfillment - out of the box.

Benefit: teams get useful reporting without building from scratch.

Example: a prebuilt fulfillment dashboard is ready to use the same day the connection is set up.

Sub-features
  • Inventory templates
  • Sales & fulfillment templates
  • Ready-to-use visuals

Custom report building

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Teams can build their own reports against Xorosoft datasets using Power BI's drag-and-drop designer.

Benefit: reporting adapts to how each team actually wants to see the data.

Example: a finance analyst builds a custom margin report using Xorosoft order and cost data.

Sub-features
  • Drag-and-drop report design
  • Custom visuals
  • Flexible layouts

DAX-compatible datasets

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Xorosoft datasets support DAX calculations for custom metrics and measures.

Benefit: teams calculate exactly the metrics they need, not just what's prebuilt.

Example: a DAX measure calculates rolling 30-day fulfillment rate from Xorosoft order data.

Sub-features
  • Custom DAX measures
  • Calculated columns
  • Advanced calculations

Row-level security

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Access to specific rows of data can restrict by user role, region, or brand.

Benefit: the same report shows the right data to the right person.

Example: a regional manager sees only their region's inventory in the same shared dashboard everyone else uses.

Sub-features
  • Role-based access
  • Region/brand restrictions
  • Shared report, filtered view

Scheduled refresh

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Datasets refresh automatically on a configurable schedule.

Benefit: reports stay current without anyone manually triggering an update.

Example: a sales dataset refreshes every 30 minutes throughout the business day.

Sub-features
  • Configurable schedule
  • Automatic refresh
  • Refresh history

Cross-filtering

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Orders, inventory, and fulfillment data can filter against each other within a single report.

Benefit: one report answers questions that used to need three separate exports.

Example: clicking a product on an inventory chart filters the sales and fulfillment visuals to match.

Sub-features
  • Cross-dataset filtering
  • Linked visuals
  • Unified reports

Mobile report access

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Dashboards and reports are viewable from Power BI's mobile apps.

Benefit: decision-makers can check current numbers away from a desk.

Example: an executive checks the fulfillment dashboard from a phone before a supplier call.

Sub-features
  • Mobile dashboards
  • On-the-go access
  • Same live data

Reporting

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Reports on refresh reliability, usage, and dataset performance together.

Benefit: visibility into how the reporting layer itself is performing.

Example: a dashboard shows which report gets viewed most often each week.

Sub-features
  • Usage analytics
  • Refresh reliability metrics
  • One dataset

Error monitoring

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Monitors dataset connections and flags refresh failures, timeouts, and connection issues instantly.

Benefit: a stale dashboard gets caught before someone makes a decision on old data.

Example: a failed overnight refresh is flagged before the morning leadership meeting.

Sub-features
  • Error queue
  • Refresh failure / timeout / connection
  • Instant alerts
Sub-features

Capabilities at a glance

The operational building blocks that power the Power BI integration.

Live data connectionScheduled refreshPrebuilt dashboardsCustom report buildingDAX compatibilityRow-level securityCross-filteringMobile report accessData source monitoringUsage analyticsReportingError alertsReal-time syncDirect query supportHistorical trend analysis
Integration Dashboard

Every dataset, connected end to end

A single operational view across Xorosoft, Power BI datasets, and your reports.

Dataset Connections

Synced
Total datasets14
Live query6
Scheduled refresh8

Refresh Status

Live
Refreshed today6
In progress1
Failures0

Report Usage

Passed
Views today184
Most viewedInventory Dashboard
Mobile views42

Row-Level Security

Real-time
Active roles5
Restricted reports9
Access violations0

Data Source Health

Active
Connections monitored14
Average refresh time48 sec
Timeouts0

Reporting

Sent
Reports published22
Custom reports14
Reporting syncSynced

Exceptions

Monitored
Flagged0
Delayed0
ResolvedYes

Integration Health

Monitored
100%
Refresh success · last 24 hours
Open exceptions0
How the data flows

The Xorosoft to Power BI reporting workflow

Press play, or tap any step, to watch data move from Xorosoft to a live, logged report. The details appear only when you explore them.

Step 1 of 9

Data changes in Xorosoft

An order is placed, stock updates, or a shipment status changes.

Step 2 of 9

Dataset connection detects the update

The connected Power BI dataset recognizes new or changed data.

Step 3 of 9

Scheduled or live refresh triggers

A refresh runs on schedule, or a live query pulls current data on demand.

Step 4 of 9

Data pulled into Power BI

The updated Xorosoft data loads into the connected dataset.

Step 5 of 9

Transformations applied

Power Query transformations and DAX calculations process the data.

Step 6 of 9

Report visuals update

Dashboards and report visuals refresh to reflect the current data.

Step 7 of 9

Row-level security applied

Each viewer sees only the data their role permits.

Step 8 of 9

Refresh logged

The refresh outcome logs for monitoring and troubleshooting.

Step 9 of 9

Reporting updated

Usage and refresh reliability metrics update in reporting.

Step 1 / 9

Workflows we automate

Tap any workflow to see the problem it removes and the outcome it delivers.

Live refresh workflow

+

Datasets refresh automatically as Xorosoft data changes.

Outcome: dashboards stay current without manual exports.

Row-level security workflow

+

Each viewer's access filters automatically by role.

Outcome: one shared report, correctly scoped for everyone.

Cross-filtering workflow

+

Orders, inventory, and fulfillment data filter together in one report.

Outcome: answers that used to need multiple exports in a single view.

Custom reporting workflow

+

Teams build their own reports directly against live Xorosoft datasets.

Outcome: reporting that matches how each team actually works.

Exception monitoring workflow

+

Refresh failures and connection issues are flagged with proactive alerts.

Outcome: stale data caught before a decision gets made on it.

Reporting workflow

+

Usage and refresh reliability metrics update automatically.

Outcome: visibility into how the reporting layer itself performs.

Business Benefits

What teams gain with the Power BI integration

Each benefit ties a real operational problem to a measurable outcome.

Always-current dashboards

Dashboards refresh automatically instead of reflecting a stale export.

Problem: stale exports to Benefit: live, current data

No manual export pipeline

Nobody maintains a spreadsheet pipeline to keep reports updated.

Problem: manual spreadsheet work to Benefit: automated refresh

One shared source of truth

Everyone works from the same current numbers instead of separate exports.

Problem: conflicting numbers to Benefit: shared, consistent data

Faster decision-making

Decisions rely on current data instead of a report from days ago.

Problem: slow decisions on old data to Benefit: real-time reporting

Role-based data access

Row-level security keeps sensitive data visible only to the right people.

Problem: everyone sees everything to Benefit: scoped, secure access

Full refresh audit trail

Every refresh and its outcome logs for review and troubleshooting.

Problem: no visibility into report reliability to Benefit: full refresh history
Industry Applications

Built for the teams that need current numbers, not exports

Ecommerce & DTC

Track sales and inventory trends on a live dashboard instead of a weekly export.

Wholesale & distribution

Monitor vendor performance and fulfillment across accounts in one report.

Multi-location retail

Compare inventory and sales performance across locations with row-level security.

Manufacturers

Track production, inventory, and supplier data together in one dashboard.

3PL & fulfillment services

Give clients live visibility into fulfillment performance.

Executive leadership teams

Check current company-wide performance from a mobile dashboard.

Finance & operations analysts

Build custom margin and performance reports directly against live data.

Multi-brand portfolio companies

Report on multiple brands from shared datasets, scoped by role.

Comparison

Manual spreadsheet exports vs. static BI export vs. Xorosoft + Power BI

How the Xorosoft Power BI integration compares to exporting data by hand or generating a static BI export.

CapabilityManual Spreadsheet ExportsStatic BI ExportXorosoft + Power BI
Live data refresh✗~✓
No manual exports✗~✓
Row-level security✗✗✓
Scheduled refresh✗~✓
Error alerts✗✗✓
Cross-filtering✗~✓
Mobile access✗~✓
Reporting~~✓
FAQ

Power BI integration questions

Tap a question to reveal the answer, optimized for Google AI Overviews, ChatGPT, Perplexity, Gemini, Claude, and Bing AI.

The Power BI integration connects Xorosoft's orders, inventory, and fulfillment data directly to Power BI as a live source, so dashboards and reports refresh automatically instead of relying on manual exports.

Xorosoft data connects into Power BI as a dataset, refreshing on a schedule or live query. Power Query transformations and DAX calculations apply, and dashboards and reports update automatically as the underlying data changes.

Executives, finance and operations analysts, and anyone who needs a current, shared view of Xorosoft data uses the integration.

Power BI is made by Microsoft. It began as a set of Excel add-ins - Power Pivot, Power Query, and Power View - before Microsoft unified them into a standalone product, made generally available in July 2015. It's part of the Microsoft Power Platform.

Yes. Datasets refresh on a configurable schedule, or connect via live query, so dashboards reflect current Xorosoft data without a manual export.

Yes. Row-level security restricts data by role, region, or brand, so the same shared report shows the right data to each person.

Yes. Teams can build custom reports directly against Xorosoft datasets using Power BI's drag-and-drop designer and DAX calculations.

Yes. Prebuilt dashboard templates cover common views like inventory, sales, and fulfillment, ready to use without building from scratch.

Yes. Dashboards and reports are viewable from Power BI's mobile apps, so decision-makers can check current numbers away from a desk.

The integration monitors dataset connections and flags refresh failures, timeouts, and connection issues instantly, so a stale dashboard is caught before a decision gets made on old data.

Yes. Teams keep using Power BI's report designer, service, and mobile apps exactly as before, with Xorosoft simply providing the live underlying data.

By connecting Xorosoft data as a live source instead of a spreadsheet export, nobody has to maintain a manual export pipeline to keep dashboards current.

See the Xorosoft Power BI integration in action

Book a personalized demo and see how live datasets, prebuilt dashboards, row-level security, and scheduled refresh connect Xorosoft to Power BI.

Book a Demo