Visualize Live Sage X3 Cloud Data in Power BI (via CData Connect AI)

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 use CData Connect to create a live connection to Sage X3 Cloud, connect to Sage X3 Cloud data from Power BI and then create reports on Sage X3 Cloud data in Power BI.

Configure Sage X3 Cloud Connectivity for Power BI

Connectivity to Sage X3 Cloud from Power BI is made possible through CData Connect AI. To work with Sage X3 Cloud data from Power BI, 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 Power BI.

Query Sage X3 Cloud Tables

Follow the steps below to build a query to pull Sage X3 Cloud data into the report:

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

Create Sage X3 Cloud Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Sage X3 Cloud Data from Data Applications

With CData Connect AI you have a direct connection to Sage X3 Cloud data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Sage X3 Cloud data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including Sage X3 Cloud) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.