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block-keboola-finance_essentials's Introduction

Finance Essentials

Keboola Blocks Intro (Scaffold Prerequisite)

Looker Blocks powered by Keboola are designed to work in tandem with corresponding Keboola Scaffolds in the Keboola Connection platform. Similar to Blocks in nature, Keboola Scaffolds are templatized use-cases that can be instantly deployed into the Keboola platform, providing the whole data management and processing chain required to populate the Looker dashboards.

Block Overview

This Block connects to data from Keboola “Finance Essentials - Looker” Scaffold into Looker. Its purpose is to provide quick out-of-the-box end to end integration and functionality to be used either stand-alone or to be combined with other data. It focuses on invoices and creation of accounts balances based on bank transactions synchronized to accounting system. In order to set up the Keboola data feed, please contact us: here.

Data and Block Structure

This block is built above data obtained from Xero/Quickbooks API, so it’s available to almost every customer using Xero/Quickbooks for accounting (it's possible to prepare data in Keboola Connection from other system as well). Objects used for the Scaffold and Block to work are:

  • Accounts
  • Bank Transactions
  • Contacts
  • Invoices
  • Payments

The Keboola Scaffold will set up everything for you - from Xero data extraction to data transformation, to setting up the Snowflake database with necessary tables for the LookML. All you need to do is set up the connection to the database in Looker and add it to the Looker model.

In case you want to enrich your Looker model and dashboards with other fields or objects from your Xero instance, you can modify the whole data extraction and processing directly in Keboola Connection.


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