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looker/block-xero

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Xero Block

What Does This Block Do For Me?

This block will take your exported Xero data and bring familiar metrics to life in your Looker instance.

Content

Explores

  • ar_history - Accounts Receivable History
  • xero_contact - Xero User-Centric Information
  • xero_general_ledger - Main Explore joining components in respect to the General Ledger
  • xero_invoice - Invoice Focused explore.

Dashboards

  • Xero Dashboard - Replicates the metrics available in your Xero Dashboard
  • Accounts Receivable - Pertinent information for Current, Past Due, and Historical Accounts Receivable Information.

Installation

This block is installed via the Looker Marketplace. For more information about the Looker Marketplace, please visit this link.

Constants

During installation you will provide two values to populate the following constants:

  • Connection Name - the Looker connection with access to and permission to retrieve data from your exported Xero tables.
  • Xero Schema - the schema name for your Xero tables.

Customization

  • This block uses Refinements to allow for modification or extension of the LookML content. For more information on using refinements to customize marketplace blocks, please see this documentation.

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