Import Sage 50 UK Data into the Power BI Service for Visualizations

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CData Connect Server


Use CData Connect Server to create an OData feed for Sage 50 UK 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 CData Connect Server, you get access to Sage 50 UK data for visualizations, dashboards, and more. This article shows how to use the CData Connect Server to generate an OData feed for Sage 50 UK, import Sage 50 UK data into Power BI and then create reports on Sage 50 UK 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 50 UK data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Sage 50 UK 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 Databases.
  2. Select "Sage 50 UK" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Sage 50 UK.

    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.
  4. Click Test Database.
  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 50 UK data in the Power BI service, add a Connect Server API user, add Sage 50 UK 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 50 UK 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 50 UK virtual database.
  5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Add Sage 50 UK OData Endpoints in Connect Server

After connecting to Sage 50 UK, create OData Endpoints for the desired table(s).

  1. Click OData -> Tables -> Add Tables.
  2. Select the Sage 50 UK 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 Connect Server, 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 Connect Server instance (e.g.: CONNECT_SERVER_URL/api.rsc) and click OK.
  3. Set User name and Password to user name and Authtoken from above.
  4. Select the full Base URL (CONNECT_SERVER_URL/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 50 UK 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 50 UK Data from Applications

Now you have a direct connection to live Sage 50 UK data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Sage 50 UK data.

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