WooCommerce Power BI ConnectorWooCommerce Power BI Connector
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    • Quick Start (5 min)
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  • Data & Sync

    • Workspaces, Datasets & Tables
    • Sync & Scheduler
    • Data Load Profiles
    • Query Builder
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  • Advanced

    • Logs & Audit Trail
    • REST API & WP-CLI
    • Troubleshooting
    • FAQ
    • Glossary
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Buy Now
View Demo
  • Getting Started

    • Introduction
    • Quick Start (5 min)
    • Features
    • Installation
    • Azure AD Setup
    • Power BI Account Setup
    • Setup Wizard
  • Configuration

    • Settings
    • Access Control
  • Reports & Alerts

    • Dashboard
    • Reports & Dashboards
    • Alerts
  • Data & Sync

    • Workspaces, Datasets & Tables
    • Sync & Scheduler
    • Data Load Profiles
    • Query Builder
    • Export Center
  • Advanced

    • Logs & Audit Trail
    • REST API & WP-CLI
    • Troubleshooting
    • FAQ
    • Glossary
Support
  • Getting Started

    • Introduction
    • Quick Start — 5 Minutes
    • Features
    • Installation — Full Setup Guide
    • Azure AD Setup
    • Power BI Account Setup
    • Setup Wizard
  • Configuration

    • Plugin Settings
    • Access Control
  • Reports & Alerts

    • Dashboard
    • Reports & Dashboards (Embedding)
    • Smart Alerts
  • Data & Sync

    • Workspaces, Datasets & Tables
    • Sync & Scheduler
    • Data Load Profiles
    • Query Builder
    • Export Center
  • Advanced

    • Logs & Audit Trail
    • REST API & WP-CLI
    • Troubleshooting
    • FAQ
    • Glossary

Data Load Profiles

A Load Profile is a saved, reusable export configuration: entity + filters + field mapping + target dataset. Profiles let you encapsulate different data-loading patterns (e.g. "Last 30 Days Completed Orders", "Active Subscriptions Only", "Out-of-Stock Products") and run them on demand or on a schedule.

URL: /wp-admin/admin.php?page=wkpbic-data-load

Data Load Profiles pageData Load Profiles — reusable export configurations per entity and schedule.

Load Profiles card gridLoad Profiles overview — each card shows the profile name, entity type, sync mode, date range, filters, and Active/Inactive status. Click any profile card to open the Profile Editor, or click "Create New Profile" to add a new one.


Why profiles?

Without profiles, you'd have to re-configure filters every time you sync. Profiles give you:

  • Reusability — save once, run anytime
  • Schedulability — each profile can have its own cron cadence
  • Variant management — duplicate a profile and tweak it (e.g. one for the last month vs one for this year)
  • Source selection — pick local store or a remote multi-store source per profile
  • Isolation — schema changes in one profile don't affect others

Load Profiles Grid

ColumnDescription
Profile NameYour custom label
DatasetThe Power BI dataset the profile pushes into
Entities IncludedWhich data types are exported
Filters AppliedSummary — e.g. "Last 30 days, status=completed"
Data SourceLocal / Remote store name
Last RunWhen the profile last executed
StatusActive / Inactive
ActionsRun Now, Edit, Duplicate, Delete

Create / Edit a Profile

Click + New Profile to create a new profile, or click a profile name in the grid to edit it. Both actions open the Profile Editor.

URL: /wp-admin/admin.php?page=wkpbic-profile-editor

Edit Load ProfileProfile Editor — configure the profile name, entity type, table name, dataset, load mode, data source, filters, and date range. The Power BI Destination header shows the linked workspace, dataset, and table.

The form has the following fields:

FieldDescription
Profile NameHuman-friendly label
Data SourceLocal or Remote (enabled when Multi-Store is on)
Target DatasetWhich dataset to push into (pick from your list or create new)
Sync ModeFull / Incremental
EntitiesCheckboxes for Orders, Products, Customers, etc.
Date Range FilterAll Time / Last 7/30/90 Days / Custom Range
Order Status Filter (orders only)Multi-select: Completed, Processing, Pending, Cancelled, Refunded, Failed
Product Status Filter (products only)Published / Draft / Private
Stock Filter (products only)In Stock / Out of Stock / Low Stock
Custom Fields FilterOptional meta-key/value pairs
Field MappingRename columns before push (e.g. billing_email → email)
ScheduleNone / Hourly / Daily / Weekly / Custom cron
Active ToggleEnable/disable without deleting
Save ProfilePersists the definition
Run NowExecute immediately

Field mapping

Use field mapping to align WooCommerce column names with the expected names in your Power BI report template. This is especially helpful when importing Microsoft-provided Power BI templates.


Running a Profile

From the UI

Click Run Now next to the profile. A modal shows:

  • Progress bar
  • Current batch / total batches
  • Rows pushed
  • Estimated time remaining
  • Live log

From WP-CLI

wp wkpbic sync --profile="Last 30 Days Orders"

From REST API

POST /wp-json/wkpbic/v1/sync/profile/{id}

On a schedule

If you set a Schedule when editing the profile, the plugin registers a dedicated Action Scheduler job. It runs independently of the global sync cadence.


Duplicate & Variants

Click Duplicate to create a copy. Typical pattern:

  1. Build a base profile: Orders – Full Dataset
  2. Duplicate it as Orders – Completed Only and add an order-status filter
  3. Duplicate again as Orders – Last 7 Days with a date filter

Now you have three specialized profiles that can run on different schedules.


Profile Execution History

The grid shows the last run, but for full history open Logs and filter by Profile. Each log entry shows:

  • Start / end time
  • Rows pushed per entity
  • Batch errors
  • Duration
  • Final status (Success / Partial / Failed)

Common Patterns

Use caseProfile setup
Daily sales dashboardEntities: Orders, Line Items. Date range: Last 7 Days. Schedule: Daily 02:00.
Inventory alertsEntities: Products, Inventory. Stock filter: Out of Stock + Low Stock. Schedule: Hourly.
Customer segmentationEntities: Customers, Orders. Date range: All Time. Schedule: Weekly.
Refund trackingEntities: Refunds, Orders. Schedule: Hourly. Use this with an Alert on Refund Rate.
Multi-store consolidationCreate one profile per store with Data Source = Remote Store 1, Remote Store 2, etc. All push to the same dataset; the source_store column tags each row.
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