Power BI

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

Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

Francisc Furdui @12/9/2018 11:06:44 AM

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.


Accounts Receivable

Aged Debtor Report for Sage 50 Receivables

Sage 50cloud, Accounts Receivable

Hugh Johnson @8/15/2018 10:53:17 AM

Aged Debtor Report for Sage 50 Receivables


In place of your traditional Sage 50 Aged Debtor Report, this accounts receivable solution uses business intelligence to help companies that want to drive down debtor days and improve cash flow. Take a look at this interactive demo or try it yourself connected to your own Sage 50 system.


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.



Power BI

Sage 50 Accounts as one of your Power BI data sources

Sage 50, Power BI, Sage 50cloud, Power BI Desktop, Power BI Pro, OData, power bi datasources

Hugh Johnson @4/17/2018 10:59:08 AM

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

Power BI templates for Sage 50 Accounts - an introduction

Reporting, Sage 50, Power BI, Sage 50cloud, Accounting, Power BI Desktop, Power BI Pro, accountant, accountants

Hugh Johnson @4/11/2018 7:06:47 PM

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? 

Power BI

How to update your Suntico BI Connector software

Reporting, Connect Power BI to Sage 50, Sage 50, Power BI, ODBC, Sage 50cloud, Accounting

Hugh Johnson @4/11/2018 7:42:01 AM

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. 


Power BI

How to uninstall your Suntico BI connector for Sage 50

Reporting, Sage 50, Power BI, Sage 50cloud, Accounting, Power BI Desktop, Power BI Pro, accountant, accountants

Hugh Johnson @4/9/2018 2:08:37 PM

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.


Power BI

The 5 Ws of Power BI for SMBs and accountants

Reporting, Sage 50, Power BI, Sage 50cloud, Accounting, Power BI Desktop, Power BI Pro, accountant, accountants

Hugh Johnson @4/1/2018 3:07:12 PM

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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