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Import Sage 300 Data into the Power BI Service for Visualizations

Use the CData Cloud Hub to create an OData feed for Sage 300 and create custom reports in the Power BI Service.

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 the CData Cloud Hub, you get access to Sage 300 data for visualizations, dashboards, and more. This article shows how to use the CData Cloud Hub to generate an OData feed for Sage 300, import Sage 300 data into Power BI and then create reports on Sage 300 data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Cloud Hub to connect to Sage 300 data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Sage 300 Data

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

  1. Login to Cloud Hub and click Databases.
  2. Select "Sage 300" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Sage 300.

    Sage 300 requires some initial setup in order to communicate over the Sage 300 Web API.

    • Set up the security groups for the Sage 300 user. Give the Sage 300 user access to the option under Security Groups (per each module required).
    • Edit both web.config files in the /Online/Web and /Online/WebApi folders; change the key AllowWebApiAccessForAdmin to true. Restart the webAPI app-pool for the settings to take.
    • Once the user access is configured, click https://server/Sage300WebApi/ to ensure access to the web API.

    Authenticate to Sage 300 using Basic authentication.

    Connect Using Basic Authentication

    You must provide values for the following properties to successfully authenticate to Sage 300. Note that the provider reuses the session opened by Sage 300 using cookies. This means that your credentials are used only on the first request to open the session. After that, cookies returned from Sage 300 are used for authentication.

    • Url: Set this to the url of the server hosting Sage 300. Construct a URL for the Sage 300 Web API as follows: {protocol}://{host-application-path}/v{version}/{tenant}/ For example, http://localhost/Sage300WebApi/v1.0/-/.
    • User: Set this to the username of your account.
    • Password: Set this to the password of your account.
  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to the Cloud Hub from Power BI

To import and visualize your Sage 300 data in the Power BI service, add a Cloud Hub API user, add Sage 300 OData endpoints in the Cloud Hub, and create & publish a dataset from Power BI Desktop to the service.

Add a Cloud Hub User

Create a User to connect to Sage 300 from Power BI through Cloud Hub.

  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 300 virtual database.
  5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Add Sage 300 OData Endpoints in Cloud Hub

After connecting to Sage 300, create OData Endpoints for the desired table(s).

  1. Click OData -> Tables -> Add Tables.
  2. Select the Sage 300 database.
  3. Select the table(s) you wish to work with and click Next.
  4. (Optional) Edit the table definition to select specific fields and more.
  5. Save the settings.

Publish a Dataset from Power BI Desktop

With OData endpoints added to the Cloud Hub, you can create a dataset in Power BI descktop using OData connectivity and publish the dataset to the Power BI service.

  1. Open Power BI, click Get Data -> More, then select OData feed, and click Connect.
  2. Set URL to the Base URL of your Cloud Hub instance (e.g.: https://www.cdatacloud.net/myinstance/api.rsc) and click OK.
  3. Set User name and Password to user name and Authtoken from above.
  4. Select the full Base URL (https://www.cdatacloud.net/myinstance/api.rsc) as the level to apply the settings to/
  5. Select the table(s) to visualize in the Navigator dialog.
  6. Click Load to pull the data into Power BI.
  7. Define any relationships between the selected entities on the Relationships tab.
  8. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Sage 300 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 300 Data from Cloud Applications

Now you have a direct connection to live Sage 300 data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Sage 300 data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.