Shopify data in Power BI

1. 1

   Exports to start

   Export orders and products from the Shopify admin as CSV and load them with Text/CSV. Good for a first version of the report and for small stores.

2. 2

   Sync to a database for refresh

   For daily refresh, use an ETL tool or app that syncs Shopify into a database or warehouse (Azure SQL, Snowflake, BigQuery), then connect Power BI to that database.

3. 3

   Admin API

   Shopify's Admin API (GraphQL) needs an app with an access token and paging by cursor. Power BI's Web connector can call a REST API, but paging, authentication tokens and scheduled refresh in the Service take care: dynamic URLs built from parameters may not refresh in the Service unless the base URL is static (use Web.Contents with RelativePath and Query).

4. 4

   Model orders and lines separately

   Keep Orders (one row per order: customer, date, discounts, shipping) and Order Lines (one row per product line) as two fact tables or one line-level fact with order attributes, so product and basket metrics both work.

Net Sales = SUM ( OrderLines[GrossAmount] ) - SUM ( OrderLines[Discount] ) - SUM ( Returns[Amount] )

AOV = DIVIDE ( [Net Sales], DISTINCTCOUNT ( Orders[OrderId] ) )

Repeat Rate = DIVIDE ( COUNTROWS ( FILTER ( VALUES ( Orders[CustomerId] ), CALCULATE ( DISTINCTCOUNT ( Orders[OrderId] ) ) > 1 ) ), DISTINCTCOUNT ( Orders[CustomerId] ) )

Margin % = DIVIDE ( [Net Sales] - SUM ( OrderLines[Cost] ), [Net Sales] )

Sell-through = DIVIDE ( SUM ( OrderLines[Qty] ), SUM ( OrderLines[Qty] ) + SUM ( Inventory[OnHand] ) )

• Refunds and edits arrive after the order date; decide whether returns hit the order date or the refund date and label it.
• Taxes and shipping: keep them out of net sales unless finance includes them.
• Multi-currency stores: use the shop currency amounts for totals, presentment currency only for customer views.

• Retail & e-commerce template

  E-commerce Performance

  Power BI e-commerce dashboard template: revenue, orders, AOV, conversion and returns KPIs, daily revenue trend, checkout funnel and top products.

• Retail & e-commerce template

  Retail Store Performance

  Power BI retail store dashboard template with a side story panel, store map by sales density, store league table and department sales.

• Retail & e-commerce template

  Retail Merchandising: Sell-Through

  Power BI merchandising dashboard template: sell-through since launch, weeks of cover, markdown and margin by style, and a ranked list of markdown candidates.

Power BI visuals for Retail · More by department: Retail & e-commerce templates

• Visual

  Pareto Chart

  Defect category analysis (which defects cause 80% of complaints?); Cost concentration (which vendors account for 80% of spend?)

• Visual

  Calendar Heatmap

  Daily sales or revenue intensity across the year; Website traffic patterns (day-of-week × week-of-year)

• Visual

  Funnel Chart

  Sales pipeline: leads → MQLs → SQLs → opportunities → closed won; Marketing funnel: impressions → clicks → landing page views → sign-ups

• Visual

  Treemap

  Portfolio composition (asset class → sector → position); Revenue by product hierarchy (line → family → SKU)

• No connector of its own in Microsoft's list

  Stripe in Power BI

  Stripe data in Power BI

• Connector in Microsoft's list

  Google Analytics 4 in Power BI

  Google Analytics 4 in Power BI

• No connector of its own in Microsoft's list

  Meta Ads in Power BI

  Meta (Facebook, Instagram) Ads data in Power BI

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