You can connect to your Zahara data in a spreadsheet or your favourite BI tool like PowerBI. The data is updated daily and allows you to create reports or pivots of your data saving you from logging into Zahara and running off reports. You can access your Zahara data in the reporting API. This might sound daunting but its actually very straight forward and Excel makes it relatively easy to access your data, transform it in anyway you choose and then use it easily from that point onwards.
The link below will take you to the API page where you can see all of the fields that are made available. The data guys will know this as a swagger file:
Dimension tables like Divisions, Nominal codes, Cost Codes.
To use the data api, you need Zahara to enable your tenancy. You can discuss this with customer success or sales, as the functionality is premium and chargeable based on how many line items you have stored. The starting price is £40 per month for 6000 line items. Once enabled your data will be made available and updated once a day. There are two variables you need.
Your tenancy ID – that’s usually hidden from you but we will provide it to you
Your tenancy api key – this is available from the Admin menu of Zahara and then choosing Settings.
Even with these two pieces of information, the data will not appear until we have enabled your tenancy and the overnight process has run.
Using the data
The data is updated daily so is designed for reporting where real-time data isn’t required.
The line items, orders and invoice data can all be consumed in Excel using PowerQuery. Here is a video which shows you how to connect and access the data.
Using the same methodology you can use Microsoft PowerBI to model your data. With PowerBI (or indeed any other BI tool), you can use the Dimension tables to model budget spend as well.
The api call can determine how much data is brought back. If left blank, all of the data will be returned. This could be useful for the very first call. Once you have the core of your data you can then filter down to:
Create a new spreadsheet in Excel (Our experience shows that this initial staging needs to be done in Windows Excel. We havent found the functionality in Mac Excel)
Click on the Data menu, and select From web
Click Advanced to reveal this screen
You will now need three elements as we state above:
Your api key
We will provide you with all of these once we have agreed a trial and pricing plan.
What to expect
Once you connect up above, you can create a separate tab in Excel per table of data. Excel allows you to transform the data. You can add conditional fields, clean-up dates, and calculated columns such as fixed currency rates.
The above is a spreadsheet with a connection to Zahara, using Filters on line-items of purchase orders to show a GRNI value.