blog post

Explore your Stripe Sales KPI data with PowerBI : How-to, templates and metrics

Florian Cabirol
November 28, 2023
Explore your Stripe Sales KPI data with PowerBI : How-to, templates and metrics

Quick steps to create a Stripe report with Google Sheets:

You can easiliy create a Stripe report following this step :

  1. Get informations from the data integration from our Stripe connector.
  2. Create a source on catchr.io.
  3. Download our Google Sheets extensions.
  4. Configure and run your request
If you need more informations, you can follow the tutorial.

How to install Google Sheets Catchr Add-on.

To start exporting your Stripe data to Google Sheets, you need to install the Catchr add-on. You currently have two options :

Option A: Via the marketplace:

  1. Visit the Catchr Add-on page on the Google Workspace Marketplace and click "Install."
  2. Grant the necessary permissions for the add-on.
  3. Upon successful installation, open a Google Sheets to proceed.
Connect Google Sheet to Facebook Ads
Install Catchr Google Sheets Add-on

Option B: Directly within a Google Sheets:

  1. Open a new Google Sheets.
  2. In the top menu, click "Extensions", then hover over "Add-ons" and select "Get add-ons."
  3. Search for "Catchr" and choose "Catchr - data connector."
  4. Click "Install" and grant the required permissions.
  5. Close the installation pop-up when completed.
  6. Start using the Catchr add-on.
Install Catchr Add-on for Google Sheets
Install Catchr Add-on for Google Sheets

Once you have installed the add-on, you can start making requests.

The tutorial

Quick steps to create a Stripe report with Looker Studio:

You can easiliy create a Stripe report following this step :

  1. Get informations from the data integration from our Stripe connector.
  2. Create a datasource and new report on Looker Studio.
  3. Choose your metrics and dimensions.
  4. Use charts with your metrics and dimensions.
If you need more informations, you can follow the tutorial. You can also find a template for Stripe at the end of the page.

The tutorial

Quick steps to create a Stripe report with PowerBI:

You can easiliy create a Stripe report following this step :

  1. Get informations from the data integration from our Stripe connector.
  2. Create a source on catchr.io.
  3. Configure your request on the PowerBI request manager.
  4. Copy the given URL in PowerBI
If you need more informations, you can follow the tutorial. You can also find a template for Stripe at the end of the page.

The tutorial

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.

Adding a source on Catchr

Create the request to transfer Stripe data to PowerBI

  • Access the API section from the left-side menu in Catchr.
Accessing API
  • Change the export format by selecting "PowerBI".
Selecting export format to PowerBI
  • Under the "Source" tab, select Stripe.
Selecting Stripe as the source
  • Pick the specific Stripe accounts you wish to export from and remember, multiple accounts can be selected.
Selecting Stripe accounts
  • Now, choose the metrics and dimensions for your data request. You're able to select multiple options.
Selecting metrics and dimensions step one
Selecting metrics and dimensions step two
  • 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.
Choosing the time period
  • Add any necessary filters to refine your data extraction.
Adding filters to the request
  • You may apply platform-specific options to your request as needed.
Adding options to the request
  • Once configured, an URL will emerge on the top bar. Click "Preview" to check your data.
Previewing the data
Data preview
  • If all looks good, copy the provided URL; it will be crucial for PowerBI integration.
Copying the URL

Import the Stripe data and KPI to PowerBI

Using PowerBI Desktop:

  • Navigate to Get Data and subsequently select Web.
Selecting Get Data then Web
  • Staying in basic mode, paste the URL you've copied from Catchr into the field.
Pasting the URL
  • 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.

No items found.

In this Stripe template, you will find all the metrics and dimensions you would need to get a better view of your data.

If you need more templates, you could look at our looker studio template gallery.

No items found.

In this Stripe template, you will find all the metrics and dimensions you would need to get a better view of your data thank to our integrations.

If you need more templates, you could look at our PowerBI template gallery.

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More blog post about Stripe

Import your Stripe financial data in Google Sheets : how-to, metrics and more

Dive into the world of data analytics with our detailed tutorial on integrating Stripe data into Google Sheets via Catchr. Tailored for marketing professionals and business analysts, this guide simplifies the process of visualizing and manipulating transactional data in a familiar spreadsheet environment. Unlock the potential of Stripe data for enhanced analysis, reporting, and strategic decision-making. Ideal for those seeking to leverage financial insights and customer data to drive business success.

Florian Cabirol

Explore your Stripe Sales KPI data with PowerBI : How-to, templates and metrics

Learn to integrate Stripe data with PowerBI for advanced analytics. Follow our guide to import key metrics and create powerful visualizations, transforming transactional data into strategic insights.

Florian Cabirol