Finance, ERP and payments · data source guide
Xero data in Power BI
Connector status
No connector of its own in Microsoft's list
Xero has no connector in Microsoft's Power Query connector index. Use report exports, a certified third-party connector, an accounting-data sync, or the Xero API.
Checked against Microsoft Learn's Power Query connector list on 5 November 2026. Connectors change; check the list before you build.
How to get Xero data into Power BI
In order of preference for a report that refreshes on its own.
- 1
Export reports
Export the Profit and Loss, Balance Sheet, Aged Receivables or Account Transactions report from Xero to Excel and load it with the Excel connector; unpivot months into rows.
- 2
Multi-entity packs
For several organisations, export the same reports per entity into one folder and use the Folder connector; add an Entity column from the file name.
- 3
Sync or third-party connector
For refresh without manual exports, sync Xero into a database with an integration tool or use a certified third-party connector that lists Xero.
- 4
API
Xero's API uses OAuth 2.0 and per-organisation tenancy. 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).
Typical Xero KPIs
Table and column names in the DAX are illustrative: rename them to match your model.
Net profit
Income minus expenses for the period.
Net Profit = [Income] - [Expenses]Aged receivables over 60 days
Outstanding invoices older than 60 days.
AR > 60d = CALCULATE ( SUM ( Invoices[AmountDue] ), Invoices[DaysOverdue] > 60 )Cash position
Closing balance of bank accounts.
Cash = CALCULATE ( SUM ( BankBalances[Closing] ), LASTDATE ( 'Date'[Date] ) )Expense ratio by category
Each expense category as a share of income.
Expense Ratio = DIVIDE ( [Expenses], [Income] )Month-on-month revenue change
Revenue change against the previous month.
Revenue MoM % = DIVIDE ( [Income] - CALCULATE ( [Income], DATEADD ( 'Date'[Date], -1, MONTH ) ), CALCULATE ( [Income], DATEADD ( 'Date'[Date], -1, MONTH ) ) )Modelling notes for Xero
- Tracking categories (Xero's dimensions) export as text; standardise names across entities before combining.
- Report exports include headers and totals rows; filter them out in Power Query.
- Currency: multi-currency organisations report in base currency; keep it consistent across entities.
Templates for Xero data
Free page layouts with a background, theme JSON and PBIP project. Swap the sample tables for your own queries.
Finance template
CFO OverviewPower BI CFO dashboard template with revenue, EBITDA, cash and opex KPIs, a 13-week cash view, EBITDA bridge, P&L matrix and opex mix.
Finance template
Profit & Loss StatementPower BI P&L statement template: a full-height income statement matrix with actual, budget and prior year, margin KPIs and expense drivers.
Finance template
Budget vs ActualBudget vs actual Power BI template for cost-centre owners: actual, budget, variance and burn-rate KPIs, monthly combo chart and variance ranking.
Finance template
Accounts Receivable & CollectionsPower BI accounts receivable dashboard template: open and overdue AR, DSO trend, aging buckets by segment, a collector worklist and top overdue customers.
Finance template
Travel & Expense ManagementPower BI travel and expense (T&E) template: spend vs budget by month, spend by expense type, out-of-policy claims and days to reimburse.
Finance template
Price-Volume-Mix AnalysisPower BI price-volume-mix (PVM) template: revenue growth split into price, volume and mix effects in DAX, a bridge slot, product scatter and PVM matrix.
More by department: Finance templates
Visuals for Xero KPIs
Chart types that suit these KPIs, with data shapes and example prompts.
Visual
Waterfall ChartRevenue walk: prior year → price → volume → mix → FX → current year; Budget reconciliation: budget → categorical variances → actual
Visual
HeatmapHour-of-day × day-of-week traffic or activity patterns; Correlation matrix between dozens of numeric metrics
Visual
Bullet ChartExecutive KPI scorecards (5-10 KPIs in a grid); Sales attainment across reps or regions
Visual
KPI CardExecutive dashboard KPI row (revenue, customers, NPS, churn); SaaS metrics card (MRR, ARR, logo growth)
Xero and Power BI: questions
Does Power BI have a Xero connector?
Not in Microsoft's Power Query connector index (checked 5 November 2026). Use exports, a sync, a third-party connector or the API.
How do I combine several Xero organisations?
Export the same report per organisation into one folder, load it with the Folder connector and add an entity column. The model then slices by entity.
Related data sources
Other sources teams often combine with this one.
No connector of its own in Microsoft's list
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Design the Xero report page first
Lay out KPI cards and visual slots in the free Design Studio, then export the background, theme JSON and a PBIP project to bind to your data.
The design studio for Power BI. Free, in your browser, no sign-up.