Microsoft Power BI, a data visualization solution, can connect with Sage 50 with the help of a database connector. While Sage 50 has good reporting features, the data analysis features of Power BI are much more powerful. You can use Power BI to create a custom dashboard that represents data visually. So many organizations now rely on Power BI, in addition to Excel, to create more robust reporting systems. Before connecting Power BI with Sage 50, you need to install the container required to link the two software. The container uses the database structure of the Sage 50 company file to bring the data into Power BI.
In this post, you’ll learn how to connect Microsoft Power BI to Sage 50.
Speak to a Specialist about Your Sage Software
Headache🥺. Huh, Save time & money with Sage Technical Support 24×7 @ +1/, we provide assistance to those who face problems while using SAGE Peachtree (Support all U.S. & Canada Editions)
--- Support - We provide solutions for the following Sage (50, 100, 200, Payroll, Peachtree, Cloud, 3X, Impact, HRMS, CRM, ERP, One & Fixed Assets) ---
- Error Support
- Data Import
- Data Conversion
- Payment Solutions
- Upgradation
- Payroll Support
- Data Export
- Software Integration
- Sage Printer Support
- Complete Sage Solutions
- Tax-Related Issues
- Data Damage Recovery
- Installation, Activation Help
- Sage Windows Support
Steps to Connect Microsoft Power BI to Sage 50
Step 1: Link the Container
Before creating a report with Power BI, you need to link the container to the data that you want to analyze. Without a connector license, you cannot define your own connectors, but you can make simple standard ones for accounting solutions, such as Sage 50, through the Report Manager.
Step 2: Use the Report Manager
After connecting to the data source, you need to create a report.
- Choose the folder for which you would like to create a report.
- Click on Add Report from the Home tab.
- Choose Standard Report, then click on Ok.
- Input a relevant name for your report, then click on Ok.
- Choose the Sage 50 Company file name as the container for your data, and click on Ok.
- Mark the fields and columns whose data you want to include in the report. Click on Ok.
- Click on Create Report. Your report can be found in the corresponding folder.
Step 3: Format report template
Formatting a report is essential for extracting valuable insights and displaying the information accurately. You can use the properties options to format your report template properly.
- Click on Show Advanced checkbox in the Properties tab.
- Unmark the option “Automatically Format First Sheet.” This prevents the software from automatically interfering with user defined properties and settings.
- Run the report, then enter values for all the required parameters. Click on Ok.
- Mark the data and create a table from it by pressing Ctrl + T.
- Alter the name of the pivot table so that it is relevant.
- Choose Save Excel Template if you need to use the same template in the future.
Step 4: Schedule tasks
The task scheduler in Power BI can help you with scheduling repeating tasks. If you want to avoid running reports everytime you sync data from Sage 50, then you should configure the Windows Task Scheduler.
- In the Report Manager, right click on the report you want to schedule.
- Choose General Scheduler Command.
- Input the Parameter values.
- Choose Ok.
Note: windows will automatically copy the command into the clipboard, so you can paste it into the task scheduler. - Open Administrative Tools from the start menu.
- Choose Task Scheduler.
- Click on Create Task from the right panel.
- Input the name and description for the task, and alter the settings as per your preference.
- In the Triggers tab, click on New.
- Choose the Frequency for running the task, then click on Ok.
- Go to the Actions tab, then click on New.
- In the Edit Action input box, Paste the Task Scheduler command that you created from the Report Manager, then Click on Ok.
- You’ve created the task successfully, and you can keep track of it from the History tab.
Step 5: Create Reports with Power BI Desktop
Power BI Desktop offers even more features than the cloud version, because the desktop version isn’t limited by the browser.
- Download and install Power BI Desktop program.
- In the home screen, choose Get Data.
- Choose Excel as the data source, then click on Connect.
- Go to the Location of the excel file containing the data from Sage 50, select the file, and click on Ok.
- Choose the Table that you created in the solutions above, and click on Load.
- Choose the Fields that you want to include in your data visualization.
You can then publish the reports that you created using Power BI.
Conclusion
Excel is a powerful tool that helps you manage your spreadsheets. Similarly, Power BI is the go-to tool for visualizing data. If the reporting features in Sage 50 aren’t enough for you to analyze your data, then you can definitely connect Microsoft Power BI to Sage 50.
FAQ
What benefits does connecting Sage 50 with Power BI bring?
Once you connect Power BI to Sage 50, you can get the following benefits from this data visualization software:
- Quick and easy creation of reports: With Power BI, you can quickly create reports that show data in a variety of different formats, including charts, tables, maps, graphics, and videos. This makes it easy to get a snapshot of your data and understand how it’s changing over time.
- Easy sharing of reports: You can easily share reports with other members of your team or with external audiences. This makes it easy to get feedback on your work and ensure that everyone has access to the information they need to make informed decisions.
- Integration with other tools: Power BI integrates with a variety of other tools so you can use it to improve your workflows across different areas of your business. This includes tools like Microsoft Office Excel and Microsoft Azure cloud services.
What is Microsoft Power BI and why should I use it with Sage 50?
Power BI is a data analysis and visualization tool from Microsoft that lets users explore their data in ways that make sense for them. It’s versatile, easy to use, and can be integrated with a variety of tools and platforms.
One of the main benefits of Power BI is its ability to integrate with other systems. This means that you can easily share your data with other members of your team or export it for further analysis outside of Power BI. Additionally, Power BI offers a number of pre-built reports and visualizations that make it easy to get started analyzing your data.
Overall, Power BI is an excellent tool for understanding your data and making informed decisions. By integrating it with other systems and using pre-built reports and visualizations, you can get started quickly and easily.
Can I connect the Power BI desktop application to Sage 50?
Yes, you can. You simply need the OBD connector to make the connection. Once the container is connected to Sage 50, you can import the data into Power BI and use the features to analyze all of your data.
Speak to a Specialist about Your Sage Software
Headache🥺. Huh, Save time & money with Sage Technical Support 24×7 @ +1/, we provide assistance to those who face problems while using SAGE Peachtree (Support all U.S. & Canada Editions)
--- Support - We provide solutions for the following Sage (50, 100, 200, Payroll, Peachtree, Cloud, 3X, Impact, HRMS, CRM, ERP, One & Fixed Assets) ---
- Error Support
- Data Import
- Data Conversion
- Payment Solutions
- Upgradation
- Payroll Support
- Data Export
- Software Integration
- Sage Printer Support
- Complete Sage Solutions
- Tax-Related Issues
- Data Damage Recovery
- Installation, Activation Help
- Sage Windows Support