Import Sage X3 Cloud 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 AI, you get access to Sage X3 Cloud data for visualizations, dashboards, and more. This article shows how to connect to Sage X3 Cloud in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Sage X3 Cloud data in the Power BI service.

Configure Sage X3 Cloud Connectivity for Power BI Service

Connectivity to Sage X3 Cloud from Power BI Service is made possible through CData Connect AI. To work with Sage X3 Cloud data from Power BI Service, we start by creating and configuring a Sage X3 Cloud connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Sage X3 Cloud" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Sage X3 Cloud.

   Sage X3 Cloud uses the OAuth 2.0 Client Credentials flow, and an X-API-Key is also required for API access. Set AuthScheme to OAuth and specify the following connection properties:

   • URL: The base URL of your Sage X3 Cloud instance.
   • OAuthAccessTokenUrl: The OAuth token endpoint (e.g., https://your-auth-domain/oauth/token).
   • OAuthClientId: Your OAuth application client ID.
   • OAuthClientSecret: Your OAuth application client secret.
   • Audience: The API audience value for the token request.
   • XAPIKey: The X-API-Key provided by your Sage X3 Cloud administrator.
   • Folder: The Sage X3 folder name (e.g., SEED). This folder is used as the default schema.
   • Folders (optional): A comma-separated list of Sage X3 folders (e.g., SEED,PERF). Each folder is exposed as a separate schema, so you can query across folders with the Schema.Table syntax.

   The driver obtains an access token with the Client Credentials flow and sends it with the X-API-Key on every API request. With InitiateOAuth set to GETANDREFRESH (the default), the driver acquires and refreshes the token automatically.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Sage X3 Cloud Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Sage X3 Cloud data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Sage X3 Cloud in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Sage X3 Cloud data from 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 X3 Cloud 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.

Live Access to Sage X3 Cloud Data from Cloud Applications

Now you have a direct connection to live Sage X3 Cloud data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Sage X3 Cloud data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.