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

Aged Debtor Report for Sage 50 Receivables

Posted by Narayani Ambar on 15-Aug-2018 10:53:17

Do justice to your Sage 50 receivables & collections reports with Power BI

Accounts Receivable for Sage 50 is a business intelligence solution from Suntico for companies that want to drive down debtor days and improve cash flow.  Good accounts receivable reporting can be tricky to do but this solution makes it easy for you.

Unlike your current aged debtor report from Sage 50 that may run to 10 or 20 pages and tell you very little that is digestible, the Suntico Accounts Receivable solution delivers the complete picture from overview and trends down to an individual sales invoice line item.

Accounts Receivable for Sage 50 uses Microsoft Power BI to deliver automated analysis that can be as fresh as the last 30 minutes, with key insights delivered to your smartphone.

“Since Hugh and his team (Suntico) have come on board with us, we have been able to create multiple reports in Power BI including a new debtors report which has significantly improved cash-flow and reduced our debtor days.”  John Glasgow, Financial Director, The Berkley Partnership.


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Topics: Sage 50cloud, Accounts Receivable

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

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: 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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