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.
Add Sage 50 Accounts to your list of Power BI data sources
- BICategories - definining your nominal code categories for each chart of accounts
- BICharts - your charts of accounts listing
- BICountries - your Sage 50 Accounts countries table enriched
- BICurrencies - your customer currencies
- BICustomers - records of your Sage 50 Accounts customers
- BIDepartments - your Sage 50 department list
- BIMetaData - data about your Sage 50 dataset
- BINominalBudgets - your nominal code budgets for the current financial year
- BINominalRecords - your nominal account records
- BIPeriods - deinitions of your financial year
- BIProductSales - sales details from your customer invoices
- BIPurchaseOrderLines - purchase order line items
- BIPurchaseOrders - your Sage 50 supplier purchase orders
- BISalesOrderLines - Sales Order line items
- BISalesOrders - your Sage 50 customer sales orders
- BIStocks - your products and services
- BISupplierCurrencies - your supplier currencies
- BISuppliers - your supplier records
- BITransSplits - your full transaction audit trail
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
- What are they
- Who are they for?
- When would you use them?
- Where can you get them?
- Why would you use them?
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.
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.