Power BI with your accounting data

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

Posted by Hugh Johnson on 09-Dec-2018 11:06:44

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

BIDates - Power BI Dates Table for Sage 50 Accounts

Posted by Hugh Johnson on 28-Jul-2018 15:22:00

Sage 50 Accounts OData feed for Power BI

This article describes the BIDates table in the Suntico Sage 50 Accounts OData feed that you have set to as one of your Power BI data sources.  

This table is essential if you want to analyse your various Sage 50 Accounts data tables by date or period.

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Topics: Power BI Desktop, ODBC, OData

BISalesOrderLines - Sage 50 Accounts Sales Order Lines table

Posted by Hugh Johnson on 18-Apr-2018 21:29:25

Sage 50 Accounts OData feed for Power BI

This article describes the BISalesOrderLines table in the Suntico Sage 50 Accounts OData feed for the Power BI Sage 50 Accounts integration.  This table is derived from the underlying Sage 50 Accounts SOP_ITEM ODBC table. 

This table is essential if you want to analyse your Sage 50 Sales Orders at the product line item level.

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Topics: Power BI Desktop, ODBC, OData, sales orders

BISalesOrders - Sage 50 Accounts Sales Orders table

Posted by Hugh Johnson on 18-Apr-2018 21:11:17

Sage 50 Accounts OData feed for Power BI

The Suntico BI OData feed turns your Sage 50 Accounts system into an online business intelligence data source for tools like Microsoft Power BI.  This article describes the BISalesOrders table.  This table is derived from a number of underlying Sage 50 Accounts SALES_ORDER ODBC table. 

This table is essential if you want to analyse your Sage 50 Sales Orders.

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Topics: Power BI Desktop, ODBC, OData, sales orders, Sage 50 Accounts

BIProductSales - Sage 50 Accounts Sales Invoices table

Posted by Hugh Johnson on 18-Apr-2018 17:28:56

Sage 50 Accounts OData feed for Power BI

This article describes the BIProductSales table in the Suntico Sage 50 Accounts OData feed in the Suntico Power BI Sage 50 Accounts integration.  This table is derived from a number of underlying Sage 50 Accounts ODBC tables and provides details of all of the sales transactions created through the Sales Orders or Invoices & Credits modules in Sage 50.  It is essentially Sage 50 Accounts Sales Invoices with all the line item information and some further enrichments, for example to include gross margin of a transaction line item.

This table is essential if you want to analyse sales and margin by product code over time.

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Topics: Power BI Desktop, ODBC, OData, sales invoices, product sales, sales orders

BICustomers - Sage 50 Accounts Customer Records

Posted by Hugh Johnson on 17-Apr-2018 15:11:36

Sage 50 Accounts OData feed for Power BI

This article describes the BICustomers table that forms part of the Suntico Sage 50 Accounts OData feed for Microsoft Power BI.  Use this table to add any customer reference information to your reports.  

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Topics: Sage 50, Power BI Desktop, ODBC, OData, customers, sales ledger

BITransSplits - Sage 50 Accounts Audit Header & Transaction Splits

Posted by Hugh Johnson on 17-Apr-2018 11:39:19

Sage 50 Accounts OData feed for Power BI

This article describes the BITransSplits table in the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.  The table is a flattened combnation of the Sage 50 Accounts ODBC tables AUDIT_HEADER and TRANS_SPLITS.

This table provides all of the transaction splits of of all of your posted Sage 50 Accounts transactions going back over the last c. 800 days.  Excluded are any deleted transactions.

This table is essential if you want to analyse any of the following Sage 50 Accounts data:

  • Accounts payable
  • Accounts receivable
  • Nominal transactions
  • Purchase Invoices
  • Departmental Profit & Loss
  • Imported Sales transactions (via CSV)*
  • Sales transactions created via the Batch Input screens in Sage 50 Accounts*

*Sales transactions that are imported into Sage 50 Accounts via CSV file, or created through the Batch Invoices screen go straight to the Transactions audit log and do not appear in the Sage 50 Accounts Invoices list.

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Topics: Power BI Desktop, ODBC, OData, Transaction Splits

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

Power BI with your accounting data

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