Power BI with your accounting data

Five reasons to use Power BI for your management report

Posted by Hugh Johnson on 25-Feb-2019 08:57:18

Financial reporting is one area where Power BI really comes into its own.  If you are struggling to get your management report done, apart from really good visualizations, here are five reasons why you should take a look at Microsoft Power BI.   The image below is an example profit & loss report done in Power BI.

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Topics: Power BI Desktop, Power BI Pro

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: ODBC, Power BI Desktop, OData

BIMetaData - Sage 50 Accounts - data about your data

Posted by Hugh Johnson on 19-Apr-2018 16:41:44

Sage 50 Accounts OData feed for Power BI

The BIMetaData table is part of the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.  This table provides data about your Sage 50 dataset and your Suntico subscription.  Use this table to determine how up-to-date your Sage 50 dataset is in Power BI.

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Topics: Power BI Desktop, OData, metadata, Sage 50 Accounts

BINominalBudgets - Sage 50 Accounts Nominal Budgets

Posted by Hugh Johnson on 19-Apr-2018 15:44:22

Sage 50 Accounts OData feed for Power BI

This article describes the BINominalBudgets table in the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.  This table provides a list of all of the nominal budgets for each of the nominal accounts and for each accounting period 1 thru 12.  Note that these periods refer to the months of the currently open financial year in Sage 50 and may not necessarily be the same as the periods of the current financial year if the company (for example it the previous year has not yet been closed off in Sage 50 Accounts).

This table is essential if you want to compare actual vs budgeted performance by nominal code.  This table does not hold the breakdown on nominal code budgets by department.

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Topics: Power BI Desktop, OData, nominal records, Sage 50 Accounts, nominal budgets

BICharts - Sage 50 Accounts Charts of Accounts

Posted by Hugh Johnson on 19-Apr-2018 15:20:58

Sage 50 Accounts OData feed for Power BI

This article describes the BICharts table in the Suntico Sage 50 Accounts OData feed in the Suntico Power BI Sage 50 integration.  This table provides a list of all of your Sage 50 Charts of Accounts.

This table is essential if you want to perform profit & loss or balance sheet analysis at the nominal account (nominal code) category level for a given specified Chart of Accounts.

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Topics: Sage 50, Power BI Desktop, OData, chart of accounts

BISupplierCurrencies - Sage 50 Accounts Supplier Currencies table

Posted by Hugh Johnson on 19-Apr-2018 10:34:35

Sage 50 Accounts OData feed for Power BI

This article describes the BISupplierCurrencies table in the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.    This table is a duplicate of the BICurrencies table and included to avoid relational ambiguity between BISuppliers, BICustomers and BITransSplits.

This table is essential if you want to analyse your Sage 50 purchases by currency.

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Topics: Power BI Desktop, OData, currencies, suppliers, Sage 50 Accounts

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

BIStocks - Sage 50 Accounts Stocks (Products) table

Posted by Hugh Johnson on 18-Apr-2018 19:19:07

Sage 50 Accounts OData feed for Power BI

This article describes the BIStocks table in the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.  This table is derived from the Sage 50 Accounts "STOCK" ODBC table.

This table is essential if you want to analyse sales and margin by stock category or to analyse stock levels.

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

Power BI with your accounting data

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