How can you use Power BI with your Unit4 system?

Integrate your Unit4 ERP system with Power BI to leverage the benefits of data visualisation and reporting and build excellent reports.

Through different connectors like ODBC or REST API, Power BI can retrieve data from Unit4. Arribatec offers two different Power BI data connectors that enable controllers and business analysts to load data directly from browser requests in Unit4 ERP to Power BI Desktop: Unit4 ERP Desktop Browser from Arribatec & Unit4 ERP information browser from Arribatec. The reports with Unit4 ERP data can be published to the Power BI service and shared with colleagues. Standard Power BI functionality, such as row-level security and updating schedule data, is available through the Power BI service as usual.

After the two systems have been connected, you can extract the relevant financial data, such as accounts payable and receivable data, ledger transactions and other financial metrics that can then be cleaned and transformed in Power BI to remove duplicates or handle missing values more streamlined. This data will be better suited for analysis and reporting.

In this way, your teams can use Power BI’s data visualisation to create dashboards and reports to present financial data more visually, interactively, and intuitively. The reports showing in the dashboards will benefit from applying filters and slicers, allowing your users to focus on specific performance from different metrics.

Customisation also plays a significant role in this usage of Power BI, as your company will be able to define and calculate custom financial metrics based on the data provided by Unit4 EPR, such as return on investment, by using data analysis expression formulas (DAX).

Accuracy and timely data are always paramount in financial reporting, and by connecting Power BI and Unit4 ERP, you can schedule refreshes on your data to access up-to-date information on your reports, showing the latest updates from your Unit4 solution.

Sharing reports and dashboards with stakeholders, investors or board members in a way that they can interact with the financial data and analyse that to improve decision-making is an extra benefit of the integration between Unit4 ERP and Power BI.

If you are interested in getting the Power BI connector for Unit4, you can contact us by filling out the form below.