Stripe & Power BI: How to integrate your data and template

Welcome to this comprehensive guide where we will walk you through the simple process of linking your Stripe data with PowerBI. By following the steps outlined below, you'll be able to seamlessly import your key metrics and create insightful visualizations using PowerBI's robust analytical tools.

How to connect your Stripe account to PowerBI

Add a source on Catchr

Begin by navigating to the Catchr homepage, locating Source on the left-side menu, and clicking Add a Source found in the upper right corner.

From there, choose Stripe as your platform and follow the on-screen instructions to facilitate the connection between Catchr and Stripe.

Create the request to transfer Stripe data to PowerBI

• Access the API section from the left-side menu in Catchr.

• Change the export format by selecting "PowerBI".

• Under the "Source" tab, select Stripe.

• Pick the specific Stripe accounts you wish to export from and remember, multiple accounts can be selected.

• Now, choose the metrics and dimensions for your data request. You're able to select multiple options.

• Important Notice: If you're employing one of Catchr's templates, ensure all required dimensions and metrics are selected so the template populates with your data properly.
• Select the time range for your Stripe data, either a custom or predefined period.

• Add any necessary filters to refine your data extraction.

• You may apply platform-specific options to your request as needed.

• Once configured, an URL will emerge on the top bar. Click "Preview" to check your data.

• If all looks good, copy the provided URL; it will be crucial for PowerBI integration.

Import the Stripe data and KPI to PowerBI

Using PowerBI Desktop:

• Navigate to Get Data and subsequently select Web.

• Staying in basic mode, paste the URL you've copied from Catchr into the field.

• Click OK to launch the data import process.

Once PowerBI has imported your data, you can now fine-tune your query and begin creating your dashboard, which can then be published and disseminated as required.

Using the PowerBI Web App:

After importing your dataset to the PowerBI desktop application, publish it to access it within the PowerBI web app, allowing you to create reports online.

This tutorial has provided you with a detailed blueprint to connect your Stripe data to PowerBI. With this integration, you are well-equipped to translate your transactional data into dynamic, actionable insights.

Example of metrics you can use with the PowerBI Integration for Stripe

Leveraging PowerBI's capabilities with Stripe data opens up a wealth of analytical possibilities. For example, you could use Year Quarter and Account Id metrics to compare quarterly revenue across multiple Stripe accounts. Or, analyze customer demographics by utilizing Customer City and Customer Country combined with Customer Balance to better understand regional profitability.

For a comprehensive list of available fields for your PowerBI integration, visit the fields listing here.

Beyond basic metrics, integrating Stripe data with PowerBI permits a granular assessment of transactional trends and customer behaviors. Visualize real-time payment flows with Charge Amount and Charge Currency, or delve deeper into customer loyalty insights by monitoring Subscription Status and Customer Created On metrics. Moreover, examine financial health through Invoice Amount Due and Invoice Status, enabling pivotal decision-making for your business.

PowerBI's dashboard customizations further allow the transformation of raw metrics into informative, interactive, and accessible reports for diverse audiences. Whether you need detailed statistical analysis for finance teams or high-level snapshots for executive briefings, PowerBI with Stripe data creates tailored experiences across your organization.

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