Power BI with your accounting data

Sage 50cloud Accounts - what is it?

Posted by Hugh Johnson on 26-Aug-2018 09:38:32

What is Sage 50cloud Accounts?

Sage 50cloud Accounts is the latest name for Sage 50c Accounts, that was formerly known as Sage 50 Accounts and before that Sage Line 50.  It is a desktop accounting product family published by Sage Group plc primarily for the UK and Irish markets. 

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Topics: Sage 50 Accounts

Accounts Receivable - what they are and why they are important

Posted by Hugh Johnson on 22-Aug-2018 13:15:57

What are Accounts Receivable (aka Trade Receivables)?

Accounts Receivable (also known as Trade Receivables) are monies owed to you by customers whom you have invoiced for products or services supplied but for which you have not yet received payment.  Your Trade Receivables are an asset (since you expect to receive cash from them) and in your accounting software, your total trade receivables will be the balance of your Debtors Control Account on your Balance Sheet. 

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Topics: Accounts Receivable, Sage 50 Accounts

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

BIDepartments - Sage 50 Accounts Departments list

Posted by Hugh Johnson on 19-Apr-2018 16:23:34

Sage 50 Accounts OData feed for Power BI

This article describes the BIDepartments table that forms part of the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.    The table provides a list of all of your Sage 50 Departments.

It is related to the BITransSplits so that if you can produce Departmental Profit & Loss reports if this is how you are using Sage 50 Departments.  You can also use this table to produce a list of Departments used in your Sage 50 system. 

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Topics: OData, 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

BICategories - Sage 50 Accounts Nominal Categories

Posted by Hugh Johnson on 19-Apr-2018 15:07:06

Sage 50 Accounts OData feed for Power BI

This article describes the BICategories table that forms part of the Suntico Sage 50 Accounts OData feed for that you have set up as one of your Power BI data sources.  This table provides a list of all of the nominal categories for each chart of accounts that you have defined in Sage 50 Accounts.

This table is essential if you want to perform profit & loss or balance sheet analysis at the nominal account (nominal code) category level.

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Topics: OData, Sage 50 Accounts

BINominalRecords - Sage 50 Accounts Nominal Records

Posted by Hugh Johnson on 19-Apr-2018 14:41:03

Sage 50 Accounts OData feed for Power BI

The BINominalRecords table is part of the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.  This table provides a list of all of the nominal accounts (sometimes called "general ledger accounts") that form the company's chart of accounts.

This table is essential if you want to perform profit & loss or balance sheet analysis.  

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Topics: OData, Sage 50 Accounts

BIPurchaseOrderLines - Sage 50 Accounts Purchase Order Lines table

Posted by Hugh Johnson on 19-Apr-2018 14:15:41

Sage 50 Accounts OData feed for Power BI

This article describes the BIPurchaseOrderLines table in the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.   This table is derived from the underlying Sage 50 Accounts POP_ITEM ODBC table. 

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

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Topics: OData, Sage 50 Accounts

BIPurchaseOrders - Sage 50 Accounts Purchase Orders table

Posted by Hugh Johnson on 19-Apr-2018 11:18:34

Sage 50 Accounts OData feed for Power BI

This article describes the BIPurchaseOrders table in the Suntico Sage 50 Accounts OData feed for tools like Microsoft Power BI.  This table is derived from the underlying Sage 50 Accounts PURCHASE_ORDER ODBC table. 

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

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Topics: OData, Sage 50 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, suppliers, currencies, Sage 50 Accounts

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