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Creating a Powerful Power BI Dashboard for Shopify and Stripe E-Commerce Insights

  • Writer: SEO Ninja
    SEO Ninja
  • Aug 8
  • 4 min read

E-commerce businesses often face the challenge of making sense of data from multiple platforms. Shopify handles your online store, while Stripe manages payments. Combining these data sources into a single, clear dashboard can transform how you understand sales, customer behavior, and financial health. Power BI offers a way to connect Shopify and Stripe data, giving you a comprehensive view of your e-commerce performance in one place.


This guide walks you through building a Power BI dashboard that integrates Shopify and Stripe data, helping you track key metrics, spot trends, and make informed decisions.


Why Combine Shopify and Stripe Data in Power BI?


Shopify provides detailed information about your products, orders, and customers. Stripe focuses on payment processing, including transaction details, refunds, and fees. Separately, each platform offers valuable insights, but together they tell a fuller story.


By combining Shopify and Stripe data, you can:


  • Match orders with payment status to identify unpaid or refunded transactions.

  • Analyze revenue alongside payment fees to understand net income.

  • Track customer purchase behavior and payment methods.

  • Spot discrepancies between orders and payments quickly.


Power BI allows you to automate data refreshes and create interactive reports that update as new data arrives. This saves time and reduces errors compared to manual reporting.


Connecting Shopify Data to Power BI


Shopify does not have a native Power BI connector, but you can access your store data through the Shopify API or export CSV files.


Using Shopify API


  1. Create a private app in your Shopify admin to get API credentials.

  2. Use Power BI’s Web connector to call Shopify API endpoints such as `/orders.json` or `/products.json`.

  3. Parse the JSON response into tables inside Power BI.

  4. Schedule refreshes to keep data current.


Using CSV Exports


  • Export order, product, and customer reports from Shopify.

  • Import CSV files into Power BI.

  • Refresh manually or automate with Power Automate or third-party tools.


Key Shopify Data to Include


  • Order ID, date, status

  • Customer details (name, location)

  • Product SKUs, quantities, prices

  • Discounts and taxes applied

Connecting Stripe Data to Power BI


Stripe offers a more straightforward way to connect with Power BI through its API or third-party connectors.


Using Stripe API


  1. Generate API keys from your Stripe dashboard.

  2. Use Power BI’s Web connector to query endpoints like `/charges` or `/refunds`.

  3. Convert JSON data into tables.

  4. Set up scheduled refreshes.


Using Third-Party Connectors


Several tools provide pre-built connectors for Stripe to Power BI, simplifying data import and refresh.


Important Stripe Data to Track


  • Payment ID, date, amount, currency

  • Payment status (succeeded, failed, refunded)

  • Fees charged by Stripe

  • Customer ID linked to Shopify orders

Eye-level view of a computer screen showing a Power BI dashboard with Shopify and Stripe data visualizations
Power BI dashboard displaying integrated Shopify and Stripe e-commerce metrics

Designing Your Power BI Dashboard


Once you have Shopify and Stripe data loaded, focus on creating a dashboard that answers your key business questions.


Essential Metrics to Include


  • Total sales from Shopify orders

  • Total payments received via Stripe

  • Payment success rate and failed transactions

  • Refunds and chargebacks amounts

  • Net revenue after Stripe fees

  • Top-selling products and categories

  • Customer acquisition and repeat purchase rates


Visual Elements to Use


  • Line charts for sales and payment trends over time

  • Bar charts for product performance

  • Tables with order and payment details for drill-down

  • Cards showing key figures like total revenue or refund rate

  • Filters and slicers to view data by date, product, or customer segment


Tips for Clarity


  • Use consistent colors to represent Shopify and Stripe data.

  • Avoid clutter by focusing on the most actionable metrics.

  • Add tooltips to explain complex calculations.

  • Group related visuals logically.


Practical Example: Tracking Payment Discrepancies


A common issue is orders marked as paid in Shopify but missing or failed in Stripe. To catch these:


  1. Create a table that joins Shopify order IDs with Stripe payment IDs.

  2. Highlight orders without matching successful payments.

  3. Use conditional formatting to flag issues.

  4. Set alerts or notifications for new discrepancies.


This helps your team resolve payment problems quickly, reducing lost revenue.


Automating Data Refresh and Sharing Insights


Power BI supports scheduled refreshes, so your dashboard updates automatically with new Shopify and Stripe data. Set refresh frequency based on your sales volume—daily or hourly for busy stores.


You can share dashboards with your team or stakeholders via Power BI Service. Use role-level security to control access to sensitive financial data.


Final Thoughts on Building Your E-Commerce Dashboard


Combining Shopify and Stripe data in Power BI gives you a clear, unified view of your e-commerce business. This dashboard helps you track sales, payments, and customer behavior in one place, making it easier to spot issues and opportunities.


Start by connecting your data sources, then focus on the key metrics that matter most. Keep your dashboard simple and actionable. Over time, refine it based on feedback and new questions.


Building this dashboard is a practical step toward better decision-making and smoother operations for your online store. Take the first step today by exploring Power BI’s connectors and creating your initial reports.


If you are ready to have that conversation about what a Power BI engagement would look like for your Melbourne business, reach out to GrowthBI for a discovery call.



 
 
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