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URL: https://www.cdata.com/kb/tech/intacct-cloud-powerbi.rst

⇱ Visualize Live Sage Intacct Data in Power BI (via CData Connect AI)

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

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live Sage Intacct data into custom reports in Power BI.

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 Intacct data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Sage Intacct, connect to Sage Intacct data from Power BI and then create reports on Sage Intacct data in Power BI.

About Sage Intacct Data Integration

CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:

  • Access Sage Intacct without worrying about API updates or changes.
  • Access custom objects and fields in Sage Intacct with no extra configuration steps involved.
  • Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
  • Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.

To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.


Getting Started


Configure Sage Intacct Connectivity for Power BI

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

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Sage Intacct" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Sage Intacct.

    To connect using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

    User, Password, and CompanyId are the credentials for the account you wish to connect to.

    SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Sage Intacct Connection page and update the User-based permissions. 👁 Updating permissions

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

Query Sage Intacct Tables

Follow the steps below to build a query to pull Sage Intacct 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 👁 Authenticating with Connect AI
  3. After signing in, click "Connect" 👁 Connecting to Connect AI
  4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your Sage Intacct data from Power BI

Create Sage Intacct 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.

👁 Visualizing data in Power BI (Salesforce data is shown)

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

Live Access to Sage Intacct Data from Data Applications

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

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

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

Free Trial