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Description

Datplan DataPull helps accountants, bookkeepers and finance teams prepare repeatable reports from supported Xero, QuickBooks Online, TallyPrime and HubSpot data. Extraction and transformation run in the customer’s Windows environment; Companies House discovery is also available. Use the prepared CSV/JSON tables in Excel or BI tools, create desktop dashboards, or open Datplan’s ready-made companion browser reports. Accountants can package setup, recurring reporting updates and optional reviews as Dashboard as a Service, with their own service fees. Completed reports can stay local or be shared through an authorised OneDrive or SharePoint folder. Microsoft folder permissions control access. Reports reflect the latest completed refresh; each company and source remains separate. Scheduled updates and Audit Analytics depend on source and plan support. The Windows PC and source must be available for acquisition. The Windows app and demo data are free. Live-source access requires a paid plan; provider licences, limits and external BI tools have separate requirements. Datplan’s online services support account and source-plan controls; it does not operate a business-data warehouse for these reporting datasets.

Description

Power Query provides a user-friendly solution for connecting, extracting, transforming, and loading data from a variety of sources. Acting as a robust engine for data preparation and transformation, Power Query features a graphical interface that simplifies the data retrieval process and includes a Power Query Editor for implementing necessary changes. The versatility of the engine allows it to be integrated across numerous products and services, meaning the storage location of the data is determined by the specific application of Power Query. This tool enables users to efficiently carry out the extract, transform, and load (ETL) processes for their data needs. With Microsoft’s Data Connectivity and Data Preparation technology, users can easily access and manipulate data from hundreds of sources in a straightforward, no-code environment. Power Query is equipped with support for a multitude of data sources through built-in connectors, generic interfaces like REST APIs, ODBC, OLE, DB, and OData, and even offers a Power Query SDK for creating custom connectors tailored to individual requirements. This flexibility makes Power Query an indispensable asset for data professionals seeking to streamline their workflows.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Active Directory No 
Adobe Analytics No 
Azure Data Lake No 
CData Connect No 
Cherwell Software No 
Denodo No 
Kyligence No 
Microsoft Access No 
Microsoft Excel No 
Microsoft Intune No 
Microsoft Power Automate No 
Planview Portfolios No 
SAP HANA No 
Siteimprove No 
TallyPrime Yes 
TeamDesk No 
Twilio No 
Xero Yes 
Zendesk No 

Integrations

QuickBooks Online Yes 
Active Directory Yes 
Adobe Analytics Yes 
Azure Data Lake Yes 
CData Connect Yes 
Cherwell Software Yes 
Denodo Yes 
Kyligence Yes 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Intune Yes 
Microsoft Power Automate Yes 
Planview Portfolios Yes 
SAP HANA Yes 
Siteimprove Yes 
TallyPrime No 
TeamDesk Yes 
Twilio Yes 
Xero No 
Zendesk Yes 

Pricing Details

Free demo; paid source plans
The Windows app and included demo data are free. A paid source plan is required to connect live business data. Price, currency, billing period, allowance and scheduling depend on the source and plan. Compare current source plans on the Datplan website. Provider licences and limits still apply.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Datplan

Founded

2017

Website

www.datplan.com

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

powerquery.microsoft.com/en-us/

Product Features

Product Features

Data Preparation

Collaboration Tools No 
Data Access No 
Data Blending No 
Data Cleansing No 
Data Governance No 
Data Mashup No 
Data Modeling No 
Data Transformation No 
Machine Learning No 
Visual User Interface No 

ETL

Data Analysis No 
Data Filtering No 
Data Quality Control No 
Job Scheduling No 
Match & Merge No 
Metadata Management No 
Non-Relational Transformations No 
Version Control No 

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