Connect Power BI to Sage 50 Accounts - Part 4 of 4

Power BI

Connect Power BI to Sage 50 Accounts - Part 4 of 4

Connect Power BI to Sage 50 Accounts via Suntico. How to connect your Sage 50 data to Power BI Pro and Power BI Desktop. Free Power BI Desktop Template will save you weeks.

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.

Days sales outstanding (DSO) - A useful or misused KPI?

Accounts Receivable

Days sales outstanding (DSO) - A useful or misused KPI?

Days Sales Outstanding (DSO) is a common KPI for Accounts Receivable. It is often misused as an indicator for the Average Collection Period or Average Debtor Days. What does it really mean, and how can you enrich it with a rolling average DSO measure or trend?

BICharts - Sage 50 Accounts Charts of Accounts

Power BI

BICharts - Sage 50 Accounts Charts of Accounts

The BICharts table provides a list of all of your Sage 50 Accounts Charts of Accounts. Use this table if you want to perform profit & loss or balance sheet analysis at the nominal account (nominal code) category level for a given Chart of Accounts. Why not try it now?

Sage 50 Accounts OData feed for Power BI

This article describes the BICharts table in the Suntico Sage 50 Accounts OData feed in the Suntico Power BI Sage 50 integration.  This table provides a list of all of your Sage 50 Charts of Accounts.

This table is essential if you want to perform profit & loss or balance sheet analysis at the nominal account (nominal code) category level for a given specified Chart of Accounts.

BICurrencies - Sage 50 Accounts Currencies List

Power BI

BICurrencies - Sage 50 Accounts Currencies List

Details about the BICurrencies table in the Suntico BI data feed for Power BI. Use this table to analyse your Sage 50 Accounts sales data by currency. Why not try it now?

Sage 50 Accounts OData feed for Power BI

This article describes the BICurrencies table in the Suntico Sage 50 Accounts OData feed for Microsoft Power BI.  This table is the list of currencies from your Sage 50 Accounts system.   

BICountries - Sage 50 Accounts Countries List

Power BI

BICountries - Sage 50 Accounts Countries List

Details about the BICountries table in the Suntico OData feed for connecting Sage 50 Accounts to Power BI. The standard Sage 50 Accounts Countries list is enriched 3-alpha country codes (for filled maps in Bing) and region/sub-region information. Why not try it now?

Sage 50 Accounts OData feed for Power BI

This article describes the BICountries table in the Suntico Sage 50 Accounts OData feed for Microsoft Power BI.  This table is the list of countries from your Sage 50 Accounts system, enriched with some additional fields to support better geographical analysis of your sales data in Sage 50.  You will need this table if you want to display your Sage 50 Accounts data as filled maps.

BICustomers - Sage 50 Accounts Customer Records

Power BI

BICustomers - Sage 50 Accounts Customer Records

Details about the BICustomers table in the Suntico BI data feed for Power BI. Use this to add customer reference information into your analysis such as currency, country, average time to pay, credit limit, balance, due days etc.. Why not try it now?

Sage 50 Accounts OData feed for Power BI

This article describes the BICustomers table that forms part of the Suntico Sage 50 Accounts OData feed for Microsoft Power BI.  Use this table to add any customer reference information to your reports.  

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 update your Suntico BI Connector software

Power BI

How to update your Suntico BI Connector software

The Suntico BI Connector software is designed to receive updates automatically, but to avoid interruptions to your Sage 50 server you have a lot of flexibility over when or if these auto-updates happen. This article describes your options.

Auto-update or update now

This blog describes how to update your Suntico BI connector when there is a new version available. 

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.

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