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Video - Excel Export for Power BI

Export Synergy data in a Excel format in Synergy Cloud Services (SCS). Use the created Excel file to import into a Microsoft Power BI sample file. Use Power BI to analyse your Synergy data and share insights and reports with your team. This feature in the App can be used by staff with Director or System Administrator access levels only.

What is the Synergy Data Export?

Synergy Cloud Services includes a reports module for all Synergy clients that sync their Synergy database to the cloud. The Synergy Data Export reports option can be used to create a multi tabbed Excel file of your companies Synergy data. The created Excel file can be imported into the sample Power BI file to get started with viewing your companies reporting information in these sample Power BI reports and dashboards. Learn more in the Synergy Data Excel Export step-by-step guide.

Getting started video

Watch this overview video to see how to get started using the Synergy data export, and importing the Synergy Excel Data Export file into Microsoft Power BI.

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