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

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 Desktop, Power BI Pro, OData, power bi datasources

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 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

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 Power BI?
  2. Who is Power BI for?
  3. When is Power BI used?
  4. Where would you use Power BI?
  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

Time-saving tips, tricks, templates and tutorials

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Expect:

  • How-to videos
  • Example reports
  • Sample formulae
  • Data modeling tips
  • Free Power BI templates
  • Tips for optimising Sage 50cloud

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