Integrations Microsoft Power BI M1 Finance
Microsoft Power BI + M1 Finance

Connect Microsoft Power BI and M1 Finance to Build Intelligent Automations

Choose a Trigger

Microsoft Power BI

When this happens...

Choose an Action

M1 Finance

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Enable Integrations or automations with these events of Microsoft Power BI and M1 Finance

Enable Integrations or automations with these events of Microsoft Power BI and M1 Finance

Triggers

New Dataset

New Dataset

Triggered when a new dataset is created in Power BI.

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Actions

Get all Reports

Get all Reports

Get all existing reports.

Refresh a Dataset

Refresh a Dataset

Refresh an existing dataset

Delete a Dataset

Delete a Dataset

Delete an existing dataset

Request a new Action for Microsoft Power BI

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Step by step guides to integrate Microsoft Power BI and M1 Finance

Frequently Asked Questions

How do I start an integration between Microsoft Power BI and M1 Finance?

To start, connect both your Microsoft Power BI and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in M1 Finance (or vice versa).

Can we customize how data from Microsoft Power BI is recorded in M1 Finance?

Absolutely. You can customize how Microsoft Power BI data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Power BI and M1 Finance?

The data sync between Microsoft Power BI and M1 Finance typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Power BI to M1 Finance?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Power BI and M1 Finance?

Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and M1 Finance. 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.

Microsoft Power BI

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.

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M1 Finance

About M1 Finance

M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.

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