How often can data refresh?

Refresh frequency depends on your Power BI licence. Pro supports up to 8 refreshes per day; Premium supports up to 48.

Can I use DirectQuery?

Currently, the connector uses import mode with scheduled refresh. DirectQuery support is on our roadmap.

Which datasets are available?

Budgets, forecasts, actuals, scenarios, KPIs, and variance data are all available as Power BI datasets.

Is the connector certified by Microsoft?

The Grove FP connector is available in the Power BI connector marketplace and follows Microsoft's data connector standards.

IntegrationData & BI

Power BI Integration

Microsoft Power BI is the industry-leading business intelligence platform. The Grove FP integration lets you push your planning data into Power BI for advanced visualisations, dashboards, and embedded analytics.

Setup time

10 minutes

Sync frequency

Scheduled refresh (configurable)

Data flow

Grove FP → Power BI: Budgets, forecasts, actuals, KPIs, scenario data

Overview

What it does

Connect Power BI to your Grove FP data layer via a certified connector. Build custom dashboards, financial visualisations, and executive reports using your live planning data. Embed Power BI reports back into Grove FP or share across your organisation.

Benefits

Why connect Power BI

Build custom financial dashboards in Power BI using your live Grove FP data

Combine planning data with operational data from other sources in one dashboard

Scheduled refresh keeps your Power BI reports aligned with your latest plans

Embed Power BI visuals into presentations and executive briefings

Setup

How to connect Power BI

Install the Grove FP connector

In Power BI Desktop, add the Grove FP data connector from the marketplace. Authenticate with your Grove FP API key.

Select your datasets

Choose which Grove FP data to surface — budgets, actuals, forecasts, KPIs, or scenario comparisons.

Build your dashboards

Use Power BI's drag-and-drop designer to create visualisations from your Grove FP data.

Publish and share

Publish to Power BI Service for organisation-wide access. Set up scheduled refresh to keep data current.

Embed reports

Optionally embed Power BI reports into other applications or presentations for live data in any context.

Use cases

How finance teams use this integration

Executive dashboard

Build a C-suite dashboard in Power BI that combines Grove FP financial plans with operational KPIs from other systems.

Financial visualisation

Create advanced charts — waterfall, treemap, decomposition tree — that go beyond Grove FP's built-in reporting.

Cross-functional reporting

Blend financial planning data with sales, marketing, and operations data in Power BI for a holistic business view.

Works well with

Related integrations

Data & BI

Tableau

Tableau is a leading data visualisation and analytics platform used by finance and analytics teams worldwide. The Grove FP integration lets you connect Tableau directly to your planning data for rich financial visualisations.

View integration

Data & BI

Looker

Google Looker is an enterprise analytics platform that emphasises governed, modelled data exploration. The Grove FP integration lets you explore your planning data through LookML models for consistent, trustworthy financial analytics.

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Spreadsheets

Excel

Microsoft Excel is the universal language of finance. Grove FP is built to work seamlessly with Excel — import your existing spreadsheets, paste data directly, and export to XLSX format at any time.

View integration

FAQ

Frequently asked questions

Power BI Desktop (free) works for personal use. Power BI Pro or Premium is needed for sharing reports across your organisation.

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