リアルタイム Sage Cloud Accounting Data に連携するレポートをPower BI で作成

Power BI connector を使ってSage Cloud Accounting Data をビジュアライズ

CData Power BI Connectors は、セルフサービスBI であるMicrosoft Power BI へのデータソースを拡充します。 CData Power BI Connector は、Power BI レポートにリアルタイムSage Cloud Accounting data をデータ連携します。 ダッシュボードでSage Cloud Accounting data をモニタリングし、スケジューラーやリアルタイムででデータを更新することで、リアルタイムSage Cloud Accounting data データが反映されるようにできます。 ここでは、Power BI Connector を使用してMicrosoft Power BI Desktop でSage Cloud Accounting data のビジュアライゼーションを作成する方法について詳しく説明します。

PowerBI.com へのSage Cloud Accounting data レポートの発行の詳細については、弊社のナレッジベースをご参照ください。

コラボラティブ処理

The CData Power BI Connectors offer unmatched performance for interacting with live Sage Cloud Accounting data in Power BI due to optimized data processing built into the connector.When you issue complex SQL queries from Power BI to Sage Cloud Accounting, the connector pushes supported SQL operations, like filters and aggregations, directly to Sage Cloud Accounting and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side.With built-in dynamic metadata querying, you can visualize and analyze Sage Cloud Accounting data using native Power BI data types.

Power BI データソースとしてSage Cloud Accounting を連携

If you have not already, first provide authentication and any necessary connection properties in a DSN (data source name).This is the last step of installing the connector.

You can use the Microsoft ODBC Data Source Administrator to create and configure the DSN:From the Start menu, enter "ODBC Data Sources" and select the CData PowerBI REST DSN.Ensure that you run the version of the ODBC Administrator that corresponds to the bitness of your Power BI Desktop installation (32-bit or 64-bit).You can also use run the ConfigureODBC.exe tool located in the installation folder for the connector.

You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

Sage Cloud Accounting テーブルをクエリ

Follow the steps below to build a query to pull Sage Cloud Accounting data into the report:

  1. Open Power BI Desktop and click Get Data -> Other -> CData SageBCAccounting.
  2. Select CData PowerBI Sage Cloud Accounting in the Data Source Name menu and select a data connectivity mode:
    Select Import if you want to import a copy of the data into your project.You can refresh this data on demand.
    Select DirectQuery if you want to work with the remote data.
  3. Select tables in the Navigator dialog.
  4. In the Query Editor, you can customize your dataset by filtering, sorting, and summarizing Sage Cloud Accounting columns.Click Edit to open the query editor.Right-click a row to filter the rows.Right-click a column header to perform actions like the following:

    • Change column data types
    • Remove a column
    • Group by columns

    Power BI detects each column's data type from the Sage Cloud Accounting metadata retrieved by the connector.

    Power BI records your modifications to the query in the Applied Steps section, adjusting the underlying data retrieval query that is executed to the remote Sage Cloud Accounting data. When you click Close and Apply, Power BI executes the data retrieval query.

    Otherwise, click Load to pull the data into Power BI.

データビジュアライゼーションを作成

After pulling the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas.Follow the steps below to create a pie chart:

  1. Select the pie chart icon in the Visualizations pane.
  2. Select a dimension in the Fields pane: for example, contact_name.
  3. Select a measure in the Fields pane: for example, total_amount.

You can change sort options by clicking the ellipsis (...) button for the chart.Options to select the sort column and change the sort order are displayed.

You can use both highlighting and filtering to focus on data.Filtering removes unfocused data from visualizations; highlighting dims unfocused data. You can highlight fields by clicking them:

You can apply filters at the page level, at the report level, or to a single visualization by dragging fields onto the Filters pane.To filter on the field's value, select one of the values that are displayed in the Filters pane.

Click Refresh to synchronize your report with any changes to the data.

At this point, you will have a Power BI report built on top of live Sage Cloud Accounting data.Learn more about the CData Power BI Connectors for Sage Cloud Accounting and download a free trial from the Sage Cloud Accounting Power BI Connector page.Let our Support Team know if you have any questions.

 
 
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