Author and Share Power BI Reports on Real-Time Sage 50 UK Data

With built-in support for ODBC on Microsoft Windows, CData ODBC Drivers provide self-service integration with self-service analytics tools such as Microsoft Power BI. The CData ODBC Driver for Sage 50 UK links your Power BI reports to operational Sage 50 UK data. You can monitor Sage 50 UK data through dashboards and ensure that your analysis reflects Sage 50 UK data in real time by scheduling refreshes or refreshing on demand. This article details how to use the ODBC driver to create real-time visualizations of Sage 50 UK data in Microsoft Power BI Desktop and then upload to Power BI.

The CData ODBC Drivers offer unmatched performance for interacting with live Sage 50 UK data in Power BI due to optimized data processing built into the driver. When you issue complex SQL queries from Power BI to Sage 50 UK, the driver 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.

Connect to Sage 50 UK as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

After creating a DSN, follow the steps below to connect to the Sage 50 UK DSN from Power BI Desktop:

1. Open Power BI Desktop and click Get Data -> ODBC. To start Power BI Desktop from PowerBI.com, click the download button and then click Power BI Desktop.
2. Select the DSN in the menu. If you know the SQL query you want to use to import, expand the Advanced Options node and enter the query in the SQL Statement box.
3. Select tables in the Navigator dialog.

4. Click Edit to edit the query. The table you imported is displayed in the Query Editor. In the Query Editor, you can enrich your local copy of Sage 50 UK data with other data sources, pivot Sage 50 UK columns, and more. Power BI detects each column's data type from the Sage 50 UK metadata retrieved by the driver.

   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.

Create Data Visualizations

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 FinanceBalance 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.

Upload Sage 50 UK Data Reports to Power BI

You can share reports based on ODBC data sources with other Power BI users in your organization. To upload a dashboard or report, log into PowerBI.com, click Get Data -> Files, and navigate to a Power BI Desktop file or Excel workbook. You can then select the report in the Reports section.

Refresh on Schedule and on Demand

You can use the Power BI Personal Gateway to automatically refresh the dataset associated with your report. You can also refresh the dataset on demand in Power BI. After installing the Personal Gateway, follow the steps below to schedule refreshes for an ODBC DSN:

1. Log into Power BI.
2. In the Dataset section, right-click the Sage 50 UK Dataset.
3. Click Schedule Refresh.
4. In the settings for your dataset, expand the Data Source Credentials node and click Edit Credentials in the ODBC section.
5. Expand the Schedule Refresh section, select Yes in the Keep Your Data Up to Date menu, and specify the refresh interval.

You can now share real-time Sage 50 UK reports through Power BI.