Connect Microsoft Power BI and Thomson Reuters ONESOURCE to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
- Request a new Action for Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Microsoft Power BI and Thomson Reuters ONESOURCE
Enable Integrations or automations with these events of Microsoft Power BI and Thomson Reuters ONESOURCE
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Step by step guides to integrate Microsoft Power BI and Thomson Reuters ONESOURCE
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Thomson Reuters ONESOURCE (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Thomson Reuters ONESOURCE 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 Thomson Reuters ONESOURCE. 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 Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.
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