Page Comparison

Table of Contents

minLevel	1
maxLevel	7

Steps to export data from Shopify to Power BI

Before you start

To be able to import data from Shopify into Power BI, you should

You must have the relevant Shopify account permissions to follow the instructions on this page.

Check Shopify Help Center for more information.

Image Removed

Create a Data Source in Shopify

Step 1. Open Power BI Connector app in your selected shop. On the next page that opens, select New Data Source.

Image Removed

Step 2. Follow the steps below on the Data Source section to create a data source based on your parameters.

Fill in the Details section on the right:

Enter a new data source name in the Name field.
Enter the data source description.

Step 3. Configure the Scheduler section:

Scroll and select one of the 4 possible options in the Scheduler field:

Disabled - in this case, you will be able to update this data source manually when needed;
Continuous - in this case, data source with this schedule type will be updated constantly. Data preparing process will start after the previous one is completed.

Info
Continuous data source runs only in the background. As a user, you can see the result after the data preparation is finished, but not during the process of data preparation.

Every day - in this case, the data source will be updated every day at the selected time.
Weekly - in this case, the data source will be updated only once a week on the selected day and time.

2. Set up a start time depending on one of the options you’ve chosen.

Info
The Scheduler menu depends on your pricing plan.

Image Removed

Choose fields for Shopify data export

Step 1. In the main Export options section of the data source form, you’ll see all fields available for export.

On the left, you can see tabs with all fields and tables available for export. These tabs help you navigate easily among numerous tables and data types.

Select the page you need (for example, Orders - as shown on the screenshot). Tables related to a specific data type are located under a specific tab.
Select the checkboxes next to the fields you’d like to export data from. Each exported table is represented by a separate group of checkboxes.

Info
Please, learn the Entity-Relationship Diagram to understand all the connections and correlations between tables.

Info
Check information about the data types supported by the Power BI Connector here.

Image Removed

Step 2. You can also use built-in filters to select the fields you need.

Info
Filters allow you to limit data based on several criteria, so your BI app does not need to get a complete list of results and then parse through it on its own.

Press Add filter to see the available field selection options in a drop-down menu.

In case you want to combine multiple filters for data, repeat the step above.

Image Removed

When you’re done,click Save to apply changes.

Image Removed

Prepare data sources for export

After you’ve successfully created a Data source, go back to the Data sources page. You will see a list of created data sources and their statuses.

The newly created data source will have a “Not Ready” status.

Step 1. You can proceed with data preparation by clicking the start button under the Actions menu, as shown in the screenshot

You can see the current result of data preparation immediately displayed in the Status column, it will be changed to “Pending” and then to “In Progress”.

Info
Shopify backend allows to prepare only one data source at a time. Therefore, if several sources are being prepared, they queue up one after the other.

After completion, the green status “Ready” will be displayed. That means that the data is ready for export.

Info

The speed of data preparation depends on the amount of data you’ve selected. Most data sources preparation takes a few minutes. But sometimes this can take even hours, for example, if there are thousands of rows to be prepared.

To speed up data preparing process:

Apply filters to reduce queried data.
Try removing some fields from your query so that preparing can run faster.
Break up the data source into smaller parts.

If you need assistance with it, please, contact our Support team.

Image Removed

Step 2. When the data preparation is complete, click the Copy button in the Actions menu. This will copy a data source URL generated by the application for Microsoft Power BI.

Image Removed

Import Shopify Data to Microsoft Power BI

Use the previously generated URL to import data to your Microsoft Power BI Desktop.

Step 1. Launch your Microsoft Power BI Desktop.

Click File -> Get Data -> OData feed.

Image Removed

Step 2. Paste the URL in the window that opens next.

Image Removed

Step 3. Basic authorization in Microsoft Power BI will be required. You need to copy them from the Settings page in Power BI Connector interface.

Image Removed

Step 4. You will see all tables exported from your Shopify store with the help of the connector.

Select the tables you need to import to Microsoft Power BI and click Load.

Image Removed

After this step, the selected data will be loaded into Microsoft Power BI.

If there is a big amount of data, it can take some time.

Image Removed

Step 5. After the data is loaded, you can start building graphs and dashboards based on the Shopify data.

To do this, choose the visualization type and select the data you want to see on the graph or dashboard.

Image Removed

Manage the Data Sources

On the Data sources page, you can also manage the existing data sources.

You can edit your data source field information at any time by clicking the link on it.

Info
Please note. After saving the changes your data source will change the status to “Not Ready”.

If you don't need some of the data sources anymore, click Delete in the Actions menu.

Note
You will not be able to undo this action. Be careful when deleting the data sources.

Image Removed

Menu section overview

Subscription Page

Power BI Connector has Subscription page where you can find the overview of the available pricing plans as well as their description.

Information on how to switch plans for the app can be found here.

Image Removed

Settings Page

In this section, you can find your Power BI credentials (Login and access token) for future data export with the help of Power BI Connector.

Image Removed

Help Page

You can find a short version on this user guide in the Help page of Power BI Connector for your convenience.

The Entity-Relationship Diagram for the tables can also be found here. Please, learn it carefully to be sure that you understand all the connections and correlations correctly.

Image Removed

Table of Contents

minLevel	1
maxLevel	7

How to Export Data from Shopify to Microsoft Power BI

1. Create Data Source

Initially, you need to create a data source for data you want to export from your Shopify store to your Microsoft Power BI. You can do it by accessing the Data source page inside the Power BI Connector for Shopify.

You have to name your data source, adjust auto-refresh, and filter the tables you’d like to be in your data source.

Info
If you need more information on how to create a data source, please refer to our step-by-step instruction.

Image Added

2. Export Shopify Data into Microsoft Power BI

After creating a data source, you can easily export your data into Microsoft Power BI. Being on the Data source page, select Copy URL. Launch your Microsoft Power BI, authorize, connect, and start working with your data.