{"id":3941,"date":"2026-06-11T17:54:45","date_gmt":"2026-06-11T17:54:45","guid":{"rendered":"https:\/\/jpbydesign.com\/?p=3941"},"modified":"2026-10-03T00:48:34","modified_gmt":"2026-10-03T00:48:34","slug":"quickbooks-extract-to-power-bi-reporting","status":"publish","type":"post","link":"https:\/\/jpbydesign.com\/index.php\/2026\/06\/11\/quickbooks-extract-to-power-bi-reporting\/","title":{"rendered":"Quickbooks Extract to Power BI Reporting"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Project provides <em>Advanced KPIs Beyond Native QuickBooks Reporting<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This project demonstrates some of the advantages of my development.  Including a dynamic data dictionary, semi-dynamic metadata and data quality score which gives users confidence of what the data is, where it came from and how clean it is.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/app.powerbi.com\/view?r=eyJrIjoiNTU4YTQzYTItYmQ2ZC00NGRlLTg2OGQtOTVkM2FmMTlkNTZkIiwidCI6IjBmN2FkMDA3LTQyYjgtNGU2MS1hNzJiLWYyMDY0ZmNjZThhZSJ9\" target=\"_blank\" rel=\"noreferrer noopener\">See Power BI site in full screen<\/a><\/div>\n<\/div>\n\n\n\n<iframe loading=\"lazy\" title=\"QB-Reporting-Project_v3\" width=\"100%\" height=\"800\" src=\"https:\/\/app.powerbi.com\/view?r=eyJrIjoiNTU4YTQzYTItYmQ2ZC00NGRlLTg2OGQtOTVkM2FmMTlkNTZkIiwidCI6IjBmN2FkMDA3LTQyYjgtNGU2MS1hNzJiLWYyMDY0ZmNjZThhZSJ9\" frameborder=\"0\" allowfullscreen=\"true\"><\/iframe>\n\n\n\n<p class=\"wp-block-paragraph\">Original Source File from Claude.ai:<\/p>\n\n\n\n<div class=\"wp-block-file\"><a id=\"wp-block-file--media-70b90ddb-9968-4124-9d06-2ac5a5e329e9\" href=\"https:\/\/jpbydesign.com\/wp-content\/uploads\/2026\/06\/QB_PowerBI_Dataset.xlsx\">QB_PowerBI_Dataset<\/a><a href=\"https:\/\/jpbydesign.com\/wp-content\/uploads\/2026\/06\/QB_PowerBI_Dataset.xlsx\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-70b90ddb-9968-4124-9d06-2ac5a5e329e9\">Download<\/a><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Documentation:<\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/jpbydesign.com\/wp-content\/uploads\/2026\/06\/QuickBooks_AdvancedAnalytics_Dashboard_Documentation.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of QuickBooks_AdvancedAnalytics_Dashboard_Documentation.\"><\/object><a id=\"wp-block-file--media-1b6287f1-3f3f-44b9-9112-5bf6b7051f5b\" href=\"https:\/\/jpbydesign.com\/wp-content\/uploads\/2026\/06\/QuickBooks_AdvancedAnalytics_Dashboard_Documentation.pdf\">QuickBooks_AdvancedAnalytics_Dashboard_Documentation<\/a><a href=\"https:\/\/jpbydesign.com\/wp-content\/uploads\/2026\/06\/QuickBooks_AdvancedAnalytics_Dashboard_Documentation.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-1b6287f1-3f3f-44b9-9112-5bf6b7051f5b\">Download<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Project provides Advanced KPIs Beyond Native QuickBooks Reporting This project demonstrates some of the advantages of my development. Including a dynamic data dictionary, semi-dynamic metadata and data quality score which gives users confidence of what the data is, where it came from and how clean it is. Original Source File from Claude.ai: Documentation:<\/p>\n","protected":false},"author":1,"featured_media":3950,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[4,89],"tags":[91,115],"class_list":["post-3941","post","type-post","status-publish","format-standard","has-post-thumbnail","category-database","category-professional-portfolio","tag-power-bi","tag-quickbooks-extract","czr-hentry"],"jetpack_publicize_connections":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7Ze6V-11z","jetpack-related-posts":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/jpbydesign.com\/wp-content\/uploads\/2026\/06\/QB-Advanced-Analytics-website-image.png?fit=1276%2C744&ssl=1","_links":{"self":[{"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/posts\/3941","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/comments?post=3941"}],"version-history":[{"count":4,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/posts\/3941\/revisions"}],"predecessor-version":[{"id":4147,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/posts\/3941\/revisions\/4147"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/media\/3950"}],"wp:attachment":[{"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/media?parent=3941"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/categories?post=3941"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jpbydesign.com\/index.php\/wp-json\/wp\/v2\/tags?post=3941"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}