Five reasons to use Power BI for your management report

Power BI

Five reasons to use Power BI for your management report

For an Excel-savvy financial controller, Power BI is a natural choice to pack more power, automation and better visualisations into your monthly management report.

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.

Sage 50 Accounts as one of your Power BI data sources

Power BI

Sage 50 Accounts as one of your Power BI data sources

How to set up your Sage 50 Accounts system as one of your Power BI data sources. Use Suntico BI to set up an OData feed of your Sage 50 Accounts data. Use it to deliver powerful, automated Sage 50 reports in Power BI. Try it now.

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
Power BI templates for Sage 50 Accounts - an introduction

Power BI

Power BI templates for Sage 50 Accounts - an introduction

An introduction to the Suntico Power BI Templates for Sage 50 Accounts. Save yourself hours if not weeks building your reports and dashboards. Automate your data refresh. Ideal for accountants, Sage business partner as well as in-house Power BI users. Subscribe for tips, trick and templates.

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? 
How to uninstall your Suntico BI connector for Sage 50

Power BI

How to uninstall your Suntico BI connector for Sage 50

Step-by-step instructions to uninstall your Suntico BI connector for Sage 50 Accounts.

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.

The 5 Ws of Power BI for SMBs and accountants

Power BI

The 5 Ws of Power BI for SMBs and accountants

The What, Who, When, Where, and Why of using Power BI with SMBs accounting data.

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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