リアルタイム Sage 50 UK Data に連携するレポートをPower BI で作成

Power BI connector を使ってSage 50 UK 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 50 UK data をデータ連携します。 ダッシュボードでSage 50 UK 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 50 UK 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 50 UK 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 50 UK 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 50 UK data in Power BI due to optimized data processing built into the connector.When you issue complex SQL queries from Power BI to Sage 50 UK, the connector pushes supported SQL operations, like filters and aggregations, directly to Sage 50 UK 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 50 UK data using native Power BI data types.

Power BI データソースとしてSage 50 UK 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.

Note: Only Sage 50 UK 2012 and above are supported.

The User and Password properties, under the Connection section, must be set to valid Sage 50 UK user credentials. These values will be the same used to log in to the Sage 50 UK software.

Additionally, the URL property, under the Connection section, will need to be set to the address of the company dataset desired. To obtain the address, do the following:

  1. If you have not already done so, open the Sage 50 UK software.
  2. Click Tools -> Internet Options.
  3. Select the SData Settings tab.
  4. Click the Details button next to Sage 50 Accounts. A window is displayed containing a list of company names along with the address to their corresponding datasets.
  5. Set the URL property to the value in the address field next to the company desired.

Sage 50 UK テーブルをクエリ

Follow the steps below to build a query to pull Sage 50 UK data into the report:

  1. Open Power BI Desktop and click Get Data -> Other -> CData Sage50UK.
  2. Select CData PowerBI Sage 50 UK 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 50 UK 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 50 UK 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 50 UK 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, Name.
  3. Select a measure in the Fields pane: for example, FinanceBalance.

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 50 UK data.Learn more about the CData Power BI Connectors for Sage 50 UK and download a free trial from the Sage 50 UK Power BI Connector page.Let our Support Team know if you have any questions.

 
 
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