Import Sage US Data into the Power BI Service for Visualizations

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 Server, you get access to Sage US data for visualizations, dashboards, and more. This article shows how to use the CData Connect Server to generate an OData feed for Sage US, import Sage US data into Power BI and then create reports on Sage US data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Connect Server to connect to Sage US data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Sage US Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Sage US" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Sage US.

   The Application Id and Company Name connection string options are required to connect to Sage as a data source. You can obtain an Application Id by contacting Sage directly to request access to the Sage 50 SDK.

   Sage must be installed on the machine. The Sage.Peachtree.API.dll and Sage.Peachtree.API.Resolver.dll assemblies are required. These assemblies are installed with Sage in C:/Program Files/Sage/Peachtree/API/. Additionally, the Sage SDK requires .NET Framework 4.0 and is only compatible with 32-bit applications. To use the Sage SDK in Visual Studio, set the Platform Target property to "x86" in Project -> Properties -> Build.

   You must authorize the application to access company data: To authorize your application to access Sage, restart the Sage application, open the company you want to access, and connect with your application. You will then be prompted to set access permissions for the application in the resulting dialog.

   While the compiled executable will require authorization only once, during development you may need to follow this process to reauthorize a new build. To avoid restarting the Sage application when developing with Visual Studio, click Build -> Configuration Manager and uncheck "Build" for your project.

4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to Connect Server from Power BI

To import and visualize your Sage US data in the Power BI service, add a Connect Server API user, add Sage US OData endpoints in Connect Server, and create & publish a dataset from Power BI Desktop to the service.

Add a Connect Server User

Create a User to connect to Sage US from Power BI through Connect Server.

1. Click Users -> Add
2. Configure a User.
3. Click Save Changes and make note of the Authtoken for the new user.
4. Click Database and select the Sage US virtual database.
5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Publish a Dataset from Power BI Desktop

With the Sage US connection configured in Connect Server, you can create a dataset in Power BI desktop using SQL Server connectivity and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Other -> SQL Server and click "Connect"
2. Set Server to the address and port of your CData Connect instance (localhost:8033 by default) and set Database to the name of the virtual database you just created (Sage50US1)
3. Use "Database" authentication, enter the credentials for a CData Connect user and click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to import the data into Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Sage US Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

SQL Access to Sage US Data from Applications

Now you have a direct connection to live Sage US data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Sage US data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect Server.