Visualize Live Sage Cloud Accounting Data in Power BI (via CData Connect Cloud)



Use the CData Power BI Connector and CData Connect Cloud to integrate live Sage Cloud Accounting data into custom reports in Power BI.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Sage Cloud Accounting data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Sage Cloud Accounting, connect to Sage Cloud Accounting data from Power BI and then create reports on Sage Cloud Accounting data in Power BI.

Configure Sage Cloud Accounting Connectivity for Power BI

Connectivity to Sage Cloud Accounting from Power BI is made possible through CData Connect Cloud. To work with Sage Cloud Accounting data from Power BI, we start by creating and configuring a Sage Cloud Accounting connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sage Cloud Accounting" from the Add Connection panel
  3. Sage Cloud Accounting uses OAuth to authenticate. Click "Sign in" to authenticate with Sage Cloud Accounting.
  4. Navigate to the Permissions tab in the Add Sage Cloud Accounting Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Sage Cloud Accounting data from Power BI.

Query Sage Cloud Accounting Tables

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 -> Online Services -> CData Connect Cloud and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect Cloud account
  3. After signing in, click "Connect"
  4. Select tables in the Navigator dialog
  5. Click Load to establish the connection to your Sage Cloud Accounting data from Power BI

Create Sage Cloud Accounting Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

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

Live Access to Sage Cloud Accounting Data from Data Applications

With CData Connect Cloud you have a direct connection to Sage Cloud Accounting data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Sage Cloud Accounting data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Sage Cloud Accounting) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.

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Learn more about CData Connect Cloud or sign up for free trial access:

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