Power BI with your accounting data

BICategories - Sage 50 Accounts Nominal Categories

Posted by Hugh Johnson on 19-Apr-2018 15:07:06

Sage 50 Accounts OData feed for Power BI

This article describes the BICategories table that forms part of the Suntico Sage 50 Accounts OData feed for Power BI.  This table provides a list of all of the nominal categories for each chart of accounts that you have defined in Sage 50 Accounts.

This table is essential if you want to perform profit & loss or balance sheet analysis at the nominal account (nominal code) category level.

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Topics: Reporting, Sage 50, ODBC, Accounting, Power BI Desktop, Power BI Pro, accountants, OData, power bi datasources, nominal records, nominal categories

Power BI templates for Sage 50 Accounts - an introduction

Posted by Hugh Johnson on 11-Apr-2018 19:06:47

In this post I introduce a series of Microsoft Power BI template files that I am introducing for anyone wanting to work with Sage 50 Accounts.

Suntico Power BI Templates for Sage 50 Accounts

  1. What are they
  2. Who are they for?
  3. When would you use them?
  4. Where can you get them?
  5. Why would you use them? 
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Topics: Reporting, Sage 50, Power BI, Sage 50cloud, Accounting, Power BI Desktop, Power BI Pro, accountant, accountants

How to update your Suntico BI Connector software

Posted by Hugh Johnson on 11-Apr-2018 07:42:01

Auto-update or update now

This blog describes how to update your Suntico BI connector when there is a new version available. 

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Topics: Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

How to uninstall your Suntico BI connector for Sage 50

Posted by Hugh Johnson on 09-Apr-2018 14:08:37

There may be times when you want to unintsall your Suntico BI connector for Sage 50, for example if you want to move the connector from one machine to another.  Just follow these steps desribed in this blog.

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Topics: Reporting, Sage 50, Power BI, Sage 50cloud, Accounting, Power BI Desktop, Power BI Pro, accountant, accountants

Connect Power BI to Sage 50 Accounts - Part 4 of 4

Posted by Hugh Johnson on 06-Apr-2018 16:42:43

Connect Power BI to your Sage 50 OData Feed

This blog describes part four of a four-part process to connect Power BI to Sage 50 using the Suntico BI service.  In this blog I show you how to link your Sage 50 company (or companies) that you have in your Suntico account to Microsoft Power BI.  We will look at two examples:

  1. Connecting your Sage 50 company to the "Accounting Insights for Sage 50" Content Pack on the Power BI Service.
  2. Connecting your Sage 50 company to Power BI Desktop.

You can do either or both.  Maybe it is a good idea to connect to the Content Pack first, as that will give you a ready-made dashboard and report that you can start to use right away.  Meanwhile, you can connect to Power BI Desktop and start to build out some custom reports is you alsow wish to.  To get you started with Power BI Desktop you can also download a Power BI Template file that will save you a lot of work setting up your Sage 50 model.

Let's start with the common activity that you will nee to do, and that is to generate your Power BI keys (username and password) for the Suntico BI OData feed.

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Topics: Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

Connect Power BI to Sage 50 Accounts - Part 3 of 4

Posted by Hugh Johnson on 04-Apr-2018 10:16:16

Download and install your Suntico BI Connector

This blog describes part three of a four-part process to connect Power BI to Sage 50 using the Suntico BI service. 

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Topics: Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

Connect Power BI to Sage 50 Accounts - Part 2 of 4

Posted by Hugh Johnson on 03-Apr-2018 19:24:44

Create your Suntico BI trial account

This blog describes part two of a four-part process to connect Power BI to Sage 50 using the Suntico BI service. 

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Topics: Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

Connect Power BI to Sage 50 Accounts - Part 1 of 4

Posted by Hugh Johnson on 02-Apr-2018 19:45:59

Prepare Sage 50 for connection to Power BI via Suntico

This blog describes part one of a four-part process to connect Power BI to Sage 50 using the Suntico BI service. 

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Topics: Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

The 5 Ws of Power BI for SMBs and accountants

Posted by Hugh Johnson on 01-Apr-2018 15:07:12

In this post I use the "5 Ws" to explain from the perspective of a small to medium sized business the overall concept of Microsoft Power BI.

Power BI

  1. What is it?
  2. Who is it for?
  3. When is it used?
  4. Where would you use it?
  5. Why would you use it? 
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Topics: Reporting, Sage 50, Power BI, Sage 50cloud, Accounting, Power BI Desktop, Power BI Pro, accountant, accountants

Power BI with your accounting data

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