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

Power BI vs Tableau: who is winning the mindshare?

Posted by Hugh Johnson on 02-Sep-2018 19:44:19

Is Power BI in danger of becoming a generic term?

We search for something on the internet, we "Google" it.  When we vacuum the floor, we "Hoover" it.  There are many examples of brand names that have become generic terms.  Could Power BI be going the same way for business intelligence?

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Topics: Power BI

My favourite three Power BI DAX functions

Posted by Hugh Johnson on 30-Aug-2018 07:53:46

DAX (Data Analysis Expressions) is the language used to write formulae in Power BI when you want to create new Calculated Columns or Measures.  In many respects it is similar to the way you write formulae in Excel.  Stated more simply, DAX helps you create new information from data already in your model.  While it is easy to make visuals in Power BI from your existing data model, we regularly want to see information for particular time periods, or with specific filters applied or create new calculated values based on our raw data.  There are some super free online resources available to learn DAX, which will help you to turn your simple Power BI model into something great.  Learning just a few basic functions of DAX can assist you with unlocking numerous new bits of knowledge from your data.  Here I introduce my favourite DAX functions that I use in the Accounts Receivable Solution for Sage 50 and the Power BI Template for Sage 50.


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Topics: DAX, Power BI

DAX Running Total Calculation in Power BI

Posted by Hugh Johnson on 29-Aug-2018 19:04:03

What is a running total?

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Topics: Power BI, DAX

Power BI Adoption By Country

Posted by Hugh Johnson on 29-Aug-2018 07:03:04

Microsoft does not publish figures for Power BI adoption by country.  I am not surprised, but it is something that I wanted at least some kind of feel for to help me plan the development and roll-out of Suntico BI.  So as a proxy for relative adoption rates by country, I looked at monthy Google search volume per capita for the term "Power BI".  I picked a few mature English-speaking countries for which Power BI would have been available for the same length of time, and that for various reasons were countries that we were interested in targeting for our service.  The results are below.

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Topics: Power BI

Days sales outstanding (DSO) - A useful or misused KPI?

Posted by Narayani Ambar on 22-Aug-2018 11:07:50
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Topics: Sage 50, Power BI, Accounts Receivable, Days Sales Outstanding

Sage 50 Accounts as one of your Power BI data sources

Posted by Hugh Johnson on 17-Apr-2018 10:59:08

Add Sage 50 Accounts to your list of Power BI data sources

The Suntico BI OData feed turns your Sage 50 Accounts system into an online business intelligence data source for tools like Microsoft Power BI.  It delivers the following data tables:

  1. BICategories - definining your nominal code categories for each chart of accounts
  2. BICharts - your charts of accounts listing
  3. BICountries - your Sage 50 Accounts countries table enriched 
  4. BICurrencies - your customer currencies
  5. BICustomers - records of your Sage 50 Accounts customers
  6. BIDepartments - your Sage 50 department list
  7. BIMetaData - data about your Sage 50 dataset
  8. BINominalBudgets - your nominal code budgets for the current financial year
  9. BINominalRecords - your nominal account records
  10. BIPeriods - deinitions of your financial year
  11. BIProductSales - sales details from your customer invoices
  12. BIPurchaseOrderLines - purchase order line items
  13. BIPurchaseOrders - your Sage 50 supplier purchase orders
  14. BISalesOrderLines - Sales Order line items
  15. BISalesOrders your Sage 50 customer sales orders
  16. BIStocks - your products and services
  17. BISupplierCurrencies - your supplier currencies
  18. BISuppliers - your supplier records
  19. BITransSplits - your full transaction audit trail
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Topics: Sage 50, Power BI, Sage 50cloud, Power BI Pro, Power BI Desktop, power bi datasources, OData

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

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

Power BI with your accounting data

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