On this page we discuss how companies that use Yardi can get a custom-built RentViewer Yardi dashboard.
What are the options for a Yardi dashboard?
The key is getting to the Yardi data, and for this there are several options for getting a Yardi dashboard. These options for a Yardi dashboard come at different price points.
Interested in a custom-built Yardi dashboard? Call us at 248-601-6400 or book a meeting here:
1. Orion Business Intelligence
At the highest price point is Orion Business Intelligence. This probably has more features than you need, and probably lacks some that you do need.
2. Direct SQL Database Connection
A second option is to extract data from a backup of the Yardi SQL database. The data can then be displayed in Power BI or Tableau.
There are several pros and cons of this.
A big con is that it requires a very deep knowledge of the Yardi data model and how the various tables are related to each other.
Even if you write the SQL queries accurately, you will still have to run reports to ensure that the data ties out. This is especially so for financial reports. For financial reports, one has to take into account variables such as accrual vs cash basis, charge types, debits vs credits and posted vs non-posted transactions. This is a level of complexity that only a few consultants can master.
3. Export Yardi Reports to Excel
A third option is to export Yardi reports to Excel and have them emailed to a specific email address. This is not technically complex to implement and can be entirely automated. We have implemented this solution for a client.
Once the email with the attached Excel file arrives in the In Box, it can be pulled into Power BI or Tableau. The big plus for this option is that since you are exporting reports, there is high confidence that the data is accurate.
Yardi Dashboards and RentViewer
For one RentViewer client, we utilized the Excel-based solution described above. The client had the Yardi Professional Services team custom build a report and schedule it as a daily email. That email arrives in an Office365 inbox, and from there Power BI opens the email, extracts the data in the attached file, and updates the dashboard.
This flow of data is shown in the diagram below.
This diagram shows how the Excel-based option is implemented.
1 – A custom report is scheduled in Yardi
2 – This report is exported by Yardi to Excel. The Excel file is automatically attached to an email and sent to a pre-defined email address
3 – Power BI looks for the latest email in the In-box (based on a specific subject line)
4 – Power BI refreshes the dashboard from the data in the latest Excel file
View our catalog of pre-built dashboards for ideas and inspiration!