Xero Advanced Analytics

Xero Advanced Analytics

Analytics Plus advanced analytics for Xero enables you to slice and dice your financial data and derive great insights. You can analyze and create reports such as financial overview, bill trend, pending invoices and do much more with Analytics Plus. You can also combine the data from Xero with the data from other sources/services and do cross functional analytics.

 General

  1. What is Analytics Plus?
  2. What is Xero Advanced Analytics connector?

 Setup

  1. How do I setup the Connector for my Xero account?
  2. How long should I wait for my Xero organization data to initially appear in Analytics Plus?
  3. I received an email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Analytics Plus?
  5. Can I edit the Xero connector Synchronization setting?
  6. Can I synchronize my Xero organization data instantly?
  7. In whose account will the Xero connector be setup?
  8. How can I view the information details about data synchronization between Xero and Analytics Plus?
  9. What are the modules in Xero on which I could create reports using this connector?
  10. How to create my own reports with this connector?
  11. Can I import data from multiple Xero organizations? If yes, how? 
  12. Can I setup the Connector in an account other than the trialed account where this is configured/set up?
  13. Can I transfer my Xero connector to another admin account?
  14. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Analytics Plus?
  2. What are the default reports & dashboards created by Analytics Plus, on setting up this connector?
  3. Can I modify the default reports that have been created by the Analytics Plus connector? If so, how?
  4. How do I create reports using fields/columns across different modules?
  5. What are Formulas in reports?
  6. What are the default formulas added by Analytics Plus, on setting up this connector?
  7. How do I create my own custom formulas in Analytics Plus?
  8. Can I add/modify data in the Xero organization data tables (modules) from within Analytics Plus?
  9. Can I add new columns to the Xero organization data tables (modules) from within Analytics Plus?
  10. Can I add new data tables in this workspace to create reports & dashboards?
  11. Can I combine data from other sources with the data from Xero to create reports and dashboards?
  12. What are Query Tables?
  13. Can I join data from multiple tables to create reports?

 Users, Sharing & Collaboration

  1. How do I share the reports in Analytics Plus with my colleagues?
  2. Why are other members in my organization not able to access the reports created?
  3. How can other members in my organization create reports?
  4. Why can't other users edit the reports that I have shared to them?
  5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  6. Can I export a report/dashboard?
  7. How can I print the reports & dashboards created in Analytics Plus?
  8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?
  9. How do I embed my reports in my intranet, blog or presentation?

 Help & Support

  1. How do I get technical support on Analytics Plus connector?
  2. Can I have someone from Analytics Plus do a demo of this connector for me?

 General

1. What is Analytics Plus?

ManageEngine Analytics Plus is an on-premises reporting and business intelligence service that helps you to easily analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

Import data from different sources: 

Ease of use:

  • ‌Drag and drop report building capability with an user-friendly interface.
  • Little or no technical expertise needed.
  • Auto analysis feature builds charts and dashboards for any type of data.

Powerful visualizations:

  • Turns your table data into visualizations.
  • Auto-selects the right type of chart based on data type.
  • More than 30 types of charts to represent your data.

Intuitive dashboards:

Custom functions:

  • Built in formula engine that lets you choose from a wide range of mathematical and statistical functions. 
  • Use custom formulas or aggregate formulas to derive new columns.

Sharing and Collaboration:

Exporting data:

Out-of-the-box Integrations:

Also, check out our Getting Started Video.

 2. What is Xero Advanced Analytics connector?

Xero Advanced Analytics Connector enables you to import your Xero organization data into Analytics Plus for advanced reporting and analysis. This connector brings in all the capabilities of Analytics Plus described in the previous question to Xero users.

  • A full-featured business intelligence (BI) and reporting tool that can slice & dice your Xero data to create any report/dashboard you require.
  • Over 100+ handpicked reports/dashboards that anyone using Xero will find great value in.
  • Create your own reports and dashboards based on not only your Xero data but also from other data sources and integrations
  • Share reports and dashboards with your colleagues.
  • Schedule and email your reports whenever you want.
  • Export your reports as PDF, HTML, Excel, CSV and image files.
  • Embed your reports on websites, blogs etc.

 

 Setup

 1. How do I setup the Connector for my Xero account?

Also refer:

 2. How long should I wait for my Xero organization data to initially appear in Analytics Plus?

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.

Please note that the initial data fetch for organizations with bulk data may sometimes take a longer time (a day or two depending upon volume of data). This is because of Xero's daily API limit which makes the application wait for atleast 24 hours before fetching the data.

 3. I received an email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Xero organization data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Analytics Plus team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mailwhen there is a failure during the initial fetch. In this case we request you to:

  • Open the workspace in which you have setup the connector.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Xero from the options listed.
  • In the Data Sources tab that appears, click the Retry Now link.
  • If the issue persists please do write to analyticsplus-support@manageengine.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Xero and Analytics Plus, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

 4. How frequently can I synchronize my data with Analytics Plus?

You can choose to synchronize your data at the hourly intervals mentioned below.

  • 12 Hours
  • 6 Hours
  • 3 Hours

 5. Can I edit the Xero connector Synchronization setting?

Yes, you can edit the Xero connector synchronization setting if you are the administrator of the Analytics Plus account.

To do so,

  • Open the Xero Analytics Workspace.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Xero from the options listed.
  • In the Data Sources tab that opens, click the Edit Setup link.

 

  • Make the necessary changes and click Save.

 6. Can I synchronize my Xero organization data instantly?

Yes, you can synchronize your Xero organization data instantly when needed.

To synchronize your data instantly:

  • Log in to your Analytics Plus account.
  • Open the corresponding Workspace.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Xero from the options listed.
  • In the Data Sources tab that opens, click Sync Now.

 

  • Xero data will get instantly synchronized.

 7. In whose account will the Xero connector be setup?

It will be setup in the corresponding Analytics Plus account of the Xero Administrator who configured this connector. Only one Analytics Plus setup per organization is allowed.

 8. How can I view the information details about data synchronization between Xero and Analytics Plus?

You can view detailed information about the data synchronization that happens between Xero and Analytics Plus by following the steps given below.

  • Open the corresponding workspace in Analytics Plus.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Xero from the options listed.
    • Last Data Sync Status: The status of the last synchronization.
    • Last Data Sync Time: The time of the last synchronization.
    • Schedule: The interval in which the import is scheduled.
    • Next Schedule Time: The time of the next schedule.
    • Time Zone: The timezone of the schedule.
    • Synchronizations Done: Number of synchronizations done in that particular day.

 9. What are the modules in Xero on which I could create reports using this connector?

Data from Xero is stored in entities called Tables in Analytics Plus. The below modules from Xero will be synchronized by default into Analytics Plus.

  • Accounts
  • Bank Transactions
  • Bank Transfers
  • Bill Payments
  • Bills
  • Repeating Bills
  • Contacts
  • Expense Claims
  • Invoice Payments
  • Invoices
  • Repeating Invoices
  • Items
  • Journals
  • Journal Cash Basis
  • Overall Budget
  • Purchases Credit notes
  • Purchases Credit notes Refunds
  • Purchase Order and Line Items
  • Purchases Overpayments
  • Purchases Overpayments Refunds
  • Purchases Prepayments
  • Purchases Prepayments Refunds
  • Sales Credit notes
  • Sales Credit notes Refunds
  • Sales Overpayments
  • Sales Overpayments Refunds
  • Sales Prepayments
  • Sales Prepayments Refunds
  • Tracking Categories
  • Tax Rate
  • Users

 10. How to create my own reports with this connector?

You can easily create your own reports using the drag & drop designer of Analytics Plus.

To do so, refer the following content:

Note

  • To create your own reports using this connector, you need to either be the administrator or the workspace owner.

 11. Can I import data from multiple Xero organization? If yes, how?

You can import data from multiple Xero organizations if you have subscribed to a Standard plan and above in Analytics Plus. You can choose to either import the data from multiple organizations in the same workspace or in a different workspace.

If you wish to import the data intp an individual workspace, refer this question.

To import data from multiple organizations into the same workspace,

  • Open the workspace in which you have setup the connector
  • Click the Import Data button in the Explorer tab or Select Create > New Table/Import Data. 
  • In the Create New Table window that opens, select Import from Xero.
  • In the Import from Xero dialog that opens, select the organization that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

 12. Can I setup the Connector in an account other than the trialed account where this is configured/set up?

Yes, you can do this. If the account in which the trial was configured/setup is not upgraded after trial expiry, then the account will be downgraded automatically to free plan and eventually the synchronization will also be deleted. In this case you will be able to set up the synchronization in another Analytics Plus account by purchasing the Connector.

Please not that, you will not be able to use trial the tool again.

 13. Can I transfer my Xero connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us at analyticsplus-support@manageengine.com and we will do this for you.

 14. How can I remove the setup?

  • Log in to your Analytics Plus account.
  • Open the corresponding workspace.
  • Select the Data Sources button from the side panel, and if multiple connectors are setup, select Xero from the options listed.
  • In the Data Sources tab that opens, click the Settings icon and select Remove Data Source as shown in the snapshot.

 

Reporting Features

 1. What are the report types supported by Analytics Plus?

Analytics Plus supports a wide variety of reports.

  • Charts - Pie, ring, bar, stacked bar, stacked area, scatter, line, bubble, packed bubble, heat map, combination, area, funnel, web and map charts are the different types of charts available. 
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI widgets

 2. What are the default reports & dashboards created by Analytics Plus, on setting up this connector?

When you setup/configure the Xero Integration Connector, 45+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Xero organization data effectively.

 3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the Administrator or a Workspace Owner of the Analytics Plus account in which the Connector is configured, click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, click the Save As icon and save the report as a new report, and then edit the report as needed.

 4. How do I create reports using fields/columns across different modules?

Columns from across different tables that are related through a lookup column can be dragged and dropped to create a report. Refer the Joining tables section to learn how to join different tables. 

Refer this question to know how to create reports.

 5. What are 'Formulas' in reports?

Formulas are calculations that you could define in Analytics Plus to help you create the required reports. Analytics Plus provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Analytics Plus to know more.

 6. What are the default formulas added by Analytics Plus, on setting up this connector?

You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Analytics Plus help page. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas.

The below table lists all the default formulas that will be created in the Bank Transactions table.

Formula NameFormulaFormula TypeDescription
Sub Total (BCY)ifnull("Sub Total (FCY)"/"Currency Rate","Sub Total (FCY)")Custom

Display the total without tax in base currency

Total Tax (BCY)ifnull("Total Tax (FCY)"/"Currency Rate","Total Tax (FCY)")CustomDisplays the total tax in base currency
Total (BCY)ifnull("Total (FCY)"/"Currency Rate","Total (FCY)")CustomDisplays the total in base currency

The below table lists all the default formulas that will be created in the Bill Payments table.

Formula NameFormulaFormula TypeDescription
Amount (BCY)ifnull("Amount (FCY)"/"Currency Rate","Amount (FCY)")CustomAmount in base currency
Bank Amount (BCY)ifnull("BankAmount"/"Currency Rate","BankAmount")CustomBank amount in base currency
Amount Paid (BCY)ifnull("AmountPaid"/"CurrencyRate","AmountPaid")CustomTotal amount paid
Bill Amount (BCY)ifnull("Total"/"CurrencyRate","Total")CustomTotal bill amount
IsOverDueif("Status" not in ('PAID','VOIDED') and datediff(now(),"DueDate")>0,'Yes','No')CustomDisplays if there is a over

due or not
 
Due Amount (BCY)ifnull("AmountDue"/"CurrencyRate","AmountDue")CustomDisplays the due amount
Amount Credited (BCY)ifnull("AmountCredited"/"CurrencyRate","AmountCredited")CustomDisplays the amount credited in


base currency

 
No of Pending Billscountif("Bills"."Status" in ('AUTHORISED','DRAFT'),"Bills"."InvoiceID")AggregateDispays the count of the pending bills
No of Paid Billscountif("Bills"."Status" in ('PAID'),"Bills"."InvoiceID")AggregateDisplays the count of the paid bills
Pending Payablessumif("Bills"."Status" in ('AUTHORISED'),"Bills"."Bill Amount (BCY)")AggregateDisplays the amount of pending bills
Average Purchase Valuesum("Bills"."Bill Amount (BCY)")/count("Bills"."InvoiceID")AggregateThe average value of each purchase

The below table lists all the default formulas that will be created in the Purchases Prepayments table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")CustomDisplays the remaining credit in base currency
Total Tax (BCY)ifnull("TotalTax"/"CurrencyRate","TotalTax")CustomThe total tax to be paid in base currency
Total (BCY)ifnull("Total"/"CurrencyRate","Total")CustomThe total in base currency
Amount Paid (BCY)"Total (BCY)" - "Remaining Credit (BCY)"CustomThe amount paid in base currency

The below table lists all the default formulas that will be created in the Purchases Overpayments table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")CustomDisplays the remaining credit in base currency
Sub Total (BCY)ifnull("SubTotal"/"CurrencyRate","SubTotal")Custom 
Total Tax (BCY)ifnull("TotalTax"/"CurrencyRate","TotalTax")CustomDisplays the total tax to be paid in base currency
Total (BCY)ifnull("Total"/"CurrencyRate","Total")CustomDisplays the total in base currency
Amount Paid (BCY)"Total (BCY)" - "Remaining Credit (BCY)"CustomProvides the amount paid in base currency

The below table lists all the default formulas that will be created in the Expense Claims table.

Formula NameFormulaFormula TypeDescription
Age in Daysdatediff(now(),"Payment DueDate")CustomNumber of days it takes for an expense to be claimed
IsDueif("Age in Days" and "Status" not in ('PAID')>0,'Yes','No')CustomDisplays if the amount is due or not

The below table lists all the default formulas that will be created in the Invoice Payments table.

Formula NameFormulaFormula TypeDescription
Bank Amount (BCY)ifnull("BankAmount"/"Currency Rate","BankAmount")CustomBank amount in base currency
Amount (BCY)ifnull("Amount (FCY)"/"Currency Rate","Amount (FCY)")CustomAmount in base currency

The below table lists all the default formulas that will be created in the Invoices table.

Formula NameFormulaFormula TypeDescription
Sales Cycle TimeDatediff("FullyPaidOnDate", "Date")Custom

Time taken for an invoice to be fully paid

Sales Age Tier

If("Status" in ('PAID','VOIDED'), (if("Sales Cycle Time">=0,
if("Sales Cycle Time"<=30,'1. 0 - 30 days',if("Sales Cycle Time"<=60,'2. 31 - 60 days',
if("Sales Cycle Time"<=90,'3. 61 - 90 days',if("Sales Cycle Time"<=180,'4. 91 - 180 days','5.
Above 180 days')))),'6. Invalid - Negative')),'Invalid')

Custom

Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,

Days Overduedatediff(Curdate(),"DueDate")CustomDisplays the total days overdue
Sub Total (BCY)ifnull("SubTotal"/"CurrencyRate","SubTotal")CustomDisplays the sub total in base currency
Total Tax (BCY)ifnull("TotalTax"/"CurrencyRate","TotalTax")CustomDisplays the total tax
IsOverDueif("Status" not in ('PAID','VOIDED') and datediff(now(),"DueDate")>0,'Yes','No')CustomDisplays if the amount is over due or not
IsOutStandingif("Status" not in ('PAID','VOIDED') and datediff(now(),"DueDate") < 0,'Yes','No')CustomDisplays if there is any outstanding or not
Amount Due (BCY)ifnull("AmountDue"/"CurrencyRate","AmountDue")CustomDisplays the due amount in base currency
Amount Credited (BCY)ifnull("AmountCredited"/"CurrencyRate","AmountCredited")CustomDisplays the amount credited in base currency
Age Tier

if("Age in Days">=0,if("Age in Days"<=30,'1. 0 - 30 days',
if("Age in Days"<=60,'2. 31 - 60 days',
if("Age in Days"<=90,'3. 61 - 90 days',
if("Age in Days"<=180,'4. 91 - 180 days','5. Above 180 days')))),'6. Invalid - Negative')

Custom

Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,

Age in Daysdatediff(now(),"Date")Custom

Number of days since the invoice date

Overdue Aging

f("Days Overdue">=0,
if("Days Overdue"<=30,'1. 0 - 30 days',
if("Days Overdue"<=60,'2. 31 - 60 days',
if("Days Overdue"<=90,'3. 61 - 90 days',
if("Days Overdue"<=180,'4. 91 - 180 days','5. Above 180 days')))),'6.
Invalid - Negative')

Custom

Displays the number of days since which the invoice is overdue

Amount Paid (BCY)ifnull("AmountPaid"/"CurrencyRate","AmountPaid")Custom

Displays the amount paid for the invoice (Credits doesn’t count in here)

Invoice Amount (BCY)ifnull("Total"/"CurrencyRate","Total")CustomDisplays the total invoice amount in base currency.
Paid Invoice valuesumif("Invoices"."Status"='PAID',"Invoices"."Invoice Amount (BCY)")AggregateDisplays the paid amount in the invoice
Average Sales Valuesum("Invoices"."Invoice Amount (BCY)")/count(distinct("Invoices"."InvoiceID"))AggregateDisplays the average sales value
Pending Receivablessumif("Invoices"."Status" in ('AUTHORISED'),"Invoices"."Invoice Amount (BCY)")Aggregate

Displays the total unsettled Transactions that are owed to you

The below table lists all the default formulas that will be created in the Journals table.

Formula NameFormulaFormula TypeDescription
Assetsumif("Accounts"."Class" in ('ASSET'),"Journals"."NetAmount",0)AggregateIt is an item of property owned by the company with mortgage value
Revenuesumif("Accounts"."Class" in ('REVENUE'),"Journals"."NetAmount",0)*-1AggregateDisplays the revenue generated
Equitysumif("Accounts"."Class" in ('EQUITY'),"Journals"."NetAmount",0)AggregateDisplays the value of the shares issued by the company
Liabilitysumif("Accounts"."Class" in ('LIABILITY'),"Journals"."NetAmount",0)*(-1)AggregateDisplays company's legal debt or obligation
Expensesumif("Accounts"."Class" in ('EXPENSE'),"Journals"."NetAmount",0)AggregateDisplays the expenses incured
Current Ratio"Journals"."Asset"/"Journals"."Liability"AggregateDisplays company's ability to pay short-term and long-term obligations.
Expense To Revenue Ratio"Journals"."Expense"/"Journals"."Revenue"AggregateDisplays the company's operating expenses divided by its revenues.
Debts to Assets"Journals"."Liability"*100/"Journals"."Asset"AggregateThe proportion of a company's assets that are financed by debt.
Debt to Equity"Journals"."Liability"*100/"Journals"."Equity"AggregateA financial ratio indicating the relative proportion of shareholders' equity and debt used to finance a company's assets
Activity Ratio"Journals"."Revenue"/("Journals"."Equity"+"Journals"."Liability")AggregateDisplays the relative efficiency of a firm based on its use of its assets, leverage or other such balance sheet items.
ROI("Journals"."Revenue"-"Journals"."Expense")*100/"Journals"."Expense"AggregateROI measures the amount of return on an investment relative to the investment’s cost.
Working Capital Ratio"Journals"."Asset"/"Journals"."Liability"AggregateMeasures a firm's ability to pay off its current liabilities with current assets
Profit"Journals"."Revenue"-"Journals"."Expense"AggregateDisplays the total Profit generated
Gross Profit Margin("Journals"."Profit"/"Journals"."Revenue")*100AggregateDisplays the profit margin. ie. the amount by which revenue from sales exceeds costs in a business.
COGSsumif("Accounts"."Type"='DIRECTCOSTS',"Journals". "NetAmount",0)Aggregate

Cost of Goods sold or Direct costs

Operating Expenses"Journals"."Expense"-"Journals"."COGS"Aggregate

Total Expenses minus Cost of goods sold

Operating Incomesumif("Accounts"."Type" in ('OTHERINCOME'),"Journals"."NetAmount",0)AggregateThe earnings before interest and taxes
Operating Profit Margin("Journals"."Operating Income"/"Journals"."Revenue")*100AggregateProvides the company's profit margin in percentage
Account Payablessumif("Accounts"."Name" in ('Accounts Payable') or "Accounts"."Type"='CREDITORS',"Journals"."NetAmount",0)AggregateCalculates the money owed by a company to its creditors.
Accounts Receivables

sumif("Accounts"."Name" in ('Accounts Receivable') or "Accounts"."Type"='DEBTORS',"Journals".

"NetAmount",0

AggregateIt is the money owed to a company by its debtors.
Earnings before Interest & Tax (EBIT)"Journals"."Operating Income"-"Journals"."Operating Expenses"AggregateDisplays earnings before Interest and tax
EBIT Margin("Journals"."Earnings before Interest & Tax (EBIT)"/"Journals"."Revenue")*100AggregateEBIT Margin is the ratio of Earnings before Interest and Taxes to net revenue earned.
Days Payable Outstanding (DPO)("Journals"."Account Payables"/"Journals"."COGS")*30AggregateAverage time period that a company takes to pay its invoices from trade creditors, such as suppliers.
Gross Profit"Journals"."Revenue"-"Journals"."Operating Income"-"Journals"."COGS"AggregateDisplays the gross profit generated.
Sales Revenue"Journals"."Revenue"-"Journals"."Operating Income"Aggregate

Total revenue minus Operating income

Cash Flowsumif("Accounts"."Type" in ('BANK'),"Journals"."NetAmount",0)AggregateDisplays the total amount of money being transferred into and out of a business, especially as affecting liquidity.
Cash Flow Margin"Journals"."Cash Flow"/"Journals"."Sales Revenue"AggregateThe money a company generates from its core operations per dollar of sales
Revenue (As is)sumif("Accounts"."Class" in ('REVENUE'),"Journals"."NetAmount",0)Aggregate

Total revenue minus Operating income

Cash in or Cash outif("SourceType" in ('ACCREC','ACCRECPAYMENT','ACCRECCREDIT',
'ARCREDITPAYMENT','CASHREC','ARPREPAYMENT',
'AROVERPAYMENT') ,'IN', if("SourceType" in
('ACCPAY','EXPPAYMENT','ACCPAYPAYMENT','ACCPAYCREDIT',
'EXPCLAIM','APCREDITPAYMENT','CASHPAID','APPREPAYMENT',
'APOVERPAYMENT') ,'OUT', 'Not Both'))
Custom

Indicates if the transaction is Cash In or Cash out

Account Classif("AccountType" in ('BANK','FIXED', 'CURRENT','INVENTORY','NONCURRENT','PREPAYMENT'),
'ASSET',if("AccountType" in ('CURRLIAB','TERMLIAB','LIABILITY'),
'LIABILITY',if("AccountType" in ('EQUITY'),'EQUITY',
if("AccountType" in ('REVENUE','SALES', 'OTHERINCOME'),'REVENUE',if("AccountType" in
('DEPRECIATN','DIRECTCOSTS', 'OVERHEADS','EXPENSE'),'EXPENSE','UNKNOWN')))))
Custom

Displays the account type for the transaction

Converted Net Amountif("Account Class" in ('ASSET'),"NetAmount",-1*"NetAmount")Custom

Net Amount of the Transaction

The below table lists all the default formulas that will be created in the Sales Overpayments table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")Custom

Displays the remaining Credit amount that Can be used over Invoices

The below table lists all the default formulas that will be created in the Sales Credit notes table.

Formula NameFormulaFormula TypeDescription
Remaining Credit (BCY)ifnull("RemainingCredit"/"CurrencyRate","RemainingCredit")Custom

Displays the Remaining Credit amount in Base Currency

Sales Prepayments Amount Paid (BCY)"Total (BCY)"-"Remaining Credit (BCY)"Custom

Total amount payed for the Credit note in Base Currency

 7. How do I create my own custom formulas in Analytics Plus?

Refer the Custom Formulas in the Analytics Plus help document.

 8. Can I add/modify data in the Xero organization data tables in Analytics Plus?

No, you cannot. Data from Xero modules gets automatically synched into Analytics Plus in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Analytics Plus.

However, you can add new tables and add/import data into that, to create reports combining it with the data from Xero.

 9. Can I add new columns to the Xero organization data tables in Analytics Plus?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

 10. Can I add new data tables in this workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Xero Workspace.

With this feature, you can import data from other sources or add them manually into your workspace to analyze and create reports combining this with your Xero organization data . You can also import data from other business applications like Salesforce and support applications like ServiceDesk Plus etc. With Analytics Plus API you can integrate data from other applications.

Refer:

 11. Can I combine data from other sources with the data from Xero to create reports and dashboards?

Yes, you can combine data from your other sources with your Xero data for analysis.
To do this, you need to add/import a new data table into the Xero workspace and then define a look-up to join it with the synchronized table from Xero.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Xero along with the data from any other source.

  • Open the corresponding table, right click the column header and selectChange to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK.

Please do note that you can create Lookup only to columns in the tables that are not from the same data source. Click here to learn more.

 12. What are Query Tables?

Analytics Plus allows you to pull the data required by writing standard SQL SELET Queries. This feature is called Query tables, using which you can also combine data from different tables and create reports from the same. Click here to learn more.

 13. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer Joining Tables in Analytics Plus for detailed help on this.

 Users, Sharing & Collaboration

 1. How do I share the reports in Analytics Plus with my colleagues?

You can share the default reports provided in the Xero connector and the reports you create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer this help documentation to know how to access the reports.

 2. Why are other members in my organization not able to access the reports created?

The tables and reports will be available only to the users who configure the Analytics Plus connector, by default. The other members of the organization will be able to access it only when the 'Xero Advanced Analytics' workspace is shared to them.

To know more, refer to Sharing and Collaboration help page.

 3. How can other members in my organization create reports?

The Xero Administrator who has setup the connector should share the tables present in 'Xero Advanced Analytics' workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note
  • If you add a user as a Workspace admin in the Xero workspace created in Analytics Plus, the user will be able to access all the data & reports, create new reports and do any operation that you could do on the workspace. 

 4. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited. 

 5. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the Variables and Apply Filter criteria help documents.

 6. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click here to learn more.

 7. How can I print the reports & dashboards created in Analytics Plus?

To print a report/dashboard, please follow the below steps.

  • Open the table or report that you want to print.
  • Click the Export > Export as PDF.
  • Print the Exported PDF file.
Note

If you are a user to whom a report has been shared and you want to take a print of it, ensure you have been provided the Export permission by the Administrator, only then you will be able to print the report.

 8. How can I email reports & dashboards created in Analytics Plus in a scheduled manner?

If you are the Administrator of the Analytics Plus connector or a Workspace Admin, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section to learn more.

 9. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Analytics Plus in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

 Help & Support

 1. How do I get technical support on Analytics Plus connector?

We offer 24x5 technical support (Monday to Friday). If you need our assistance, kindly mail your questions to analyticsplus-support@manageengine.com.

You can also reach us on our toll-free numbers:

  • United States: +1 408 454 4202
  • India: +91-44-46447058 Extn: 6222

 2. Can I have someone from Analytics Plus do a demo of this connector for me?

Yes, certainly. Register for a demo in this page.


Share this post : FacebookTwitter