Connect Microsoft Power BI and eMoney Advisor to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
- Request a new Action for eMoney Advisor
Enable Integrations or automations with these events of Microsoft Power BI and eMoney Advisor
Enable Integrations or automations with these events of Microsoft Power BI and eMoney Advisor
Triggers
New Dataset
Triggered when a new dataset is created in Power BI.
Actions
Get all Reports
Get all existing reports.
Refresh a Dataset
Refresh an existing dataset
Delete a Dataset
Delete an existing dataset
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Frequently Asked Questions
To start, connect both your Microsoft Power BI and eMoney Advisor accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in eMoney Advisor (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in eMoney Advisor. This includes choosing which data fields go into which fields of eMoney Advisor, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and eMoney Advisor typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and eMoney Advisor. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn MoreAbout eMoney Advisor
eMoney Advisor provides comprehensive financial planning solutions, helping advisors deliver personalized advice and manage client relationships effectively.
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