Reporting on Odoo with Power BI
What is Odoo
Odoo is an open-source ERP platform that offers a wide range of integrated business applications, including accounting, sales, inventory, CRM, and more. It is widely used by SMEs across various industries due to its modular structure, scalability, and flexibility. Within Odoo, the Accounting module is particularly important for managing financial transactions, invoices, vendor and customer records, and general ledger data.
What is Power BI?
Power BI is Microsoft’s powerful business intelligence and data visualization tool. It allows users to connect to different data sources, transform raw data, and build interactive dashboards and reports. Power BI enables organizations to gain deeper insights, track KPIs, and make well-informed, data-driven decisions.
Added value of integrating Odoo into Power BI
This Power BI app bridges the gap between Odoo and advanced analytics by connecting directly to Odoo’s accounting and financial data such as invoices, journals, accounts receivable/payable, and budgeting information and visualizing it in a structured, insightful way. The app is designed to help users better understand their financial health, monitor operational efficiency, and support strategic decision-making.
By combining Odoo’s comprehensive data management capabilities with Power BI’s visualization power, this app allows users to:
Track financial metrics and trends in real-time.
Visualize key elements such as revenue, outstanding receivables and payables, and profitability ratios.
Use interactive dashboards for cash flow forecasting, budget monitoring, and aging analysis
Improve transparency, accelerate financial reporting, and enhance data-driven planning.
Whether you're a financial manager, business analyst, or SME owner, this integration gives you a clearer, real-time view of your business, all within an intuitive Power BI environment.
Use cases
Please see below some of the reports and use cases that have been tackled with Odoo as a source.
Authenticating to Odoo from Power BI
Acces your Odoo environment
Log in to your Odoo instance. This could be your production or test environment
(e.g. https://yourcompany.odoo.com or a custom domain).
Navigate to your user profile
Click on your user icon in the top-right corner and go to “Preferences”.
Create a new API Key
Scroll down to the API Keys section and click “New API Key”.
Give the key a name, for example: “Power BI Access Token”
Confirm your password when prompted
Copy the API key when it appears (you’ll only see it once)
Collect the required credentials
You will now have the following information:
API Key: This is your personal token for secure access. Store it safely — it replaces your password in the connection.
Example: eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...Username: This is your login email in Odoo (e.g. john.doe@company.com)
Database name: This is the technical name of your Odoo database. You can find it on the login screen or ask your admin.
Example: mycompany-testOdoo URL: The base URL of your Odoo instance
Example: https://mycompany.odoo.com
Enter the details in the Power BI Template App
After installing the app you have the option to connect to your own data. The following steps should be followed to connect successfully.
1. Click on the link with the text: “Connect your data”. This link should be visible on the first page of the report. When you click on the link the following pop-up screen should appear where you can enter all the necessary parameters
URL → your Odoo instance URL
Database → your Odoo database name
Username → your Odoo email
Password → the API Key generated in step 3
2. Next, keep the Authentication method set to "Anonymous" and click the "Sign in and connect" button. Power BI will start loading the data needed to update the report.
3. After all data has been successfully loaded, you may proceed to analyse your organization's financial statement. This analysis will provide valuable insights into the company's financial performance.
Wait, I need more information!
We encourage you to contact us if you're in need of some more advanced functionalities such as:
Predict your expected income and expenses
Adaptation to custom reporting needs
Integration with other systems or Odoo modules
Performance improvements / incremental refreshes / technical problems
You can simply contact us by sending an email to with your inquiry: info@plainsight.pro
Do you also happen to use Harvest, Officient or Exact Online at work? If so, be sure to check out our other template apps via the following link.
This Power BI solution was brought to life through the fresh perspective and technical expertise of our interns built by interns, with guidance from our team.
Esli Van Acoleyen
Esli is an experienced Data Analytics Consultant with several years of experience. His expertise lies in data engineering, analytics, and architecture, primarily on the Microsoft platform.
Outside of work, Esli enjoys playing padel and is always open to connecting with new people, whether for a chat or a game on the padel court.
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