Connect Microsoft Power BI and Toshl Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
- Request a new Action for Toshl Finance
Enable Integrations or automations with these events of Microsoft Power BI and Toshl Finance
Enable Integrations or automations with these events of Microsoft Power BI and Toshl Finance
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
Know More About Microsoft Power Bi and Toshl Finance Integrations
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Toshl Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Toshl Finance (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Toshl Finance. This includes choosing which data fields go into which fields of Toshl Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Toshl Finance 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 Toshl 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.
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 Toshl Finance
Toshl Finance is a personal finance management tool that helps users track their expenses, manage budgets, and gain insights into their financial habits. It offers features like expense tracking, budget planning, and financial reports to help users make informed financial decisions.
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