Import Sage 200 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 200 data for visualizations, dashboards, and more. This article shows how to connect to Sage 200 in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Sage 200 data in the Power BI service.

Configure Sage 200 Connectivity for Power BI Service

Connectivity to Sage 200 from Power BI Service is made possible through CData Connect AI. To work with Sage 200 data from Power BI Service, we start by creating and configuring a Sage 200 connection.

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

2. Select "Sage 200" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Sage 200.
   • Schema: Determines which Sage 200 edition you are connecting to. Specify either StandardUK or ProfessionalUK.
   • Subscription Key: Provides access to the APIs that are used to establish a connection. You will first need to log into the Sage 200 API website and subscribe to the API edition that matches your account. You can do so here: https://developer.columbus.sage.com/docs/services/api/uk. Afterwards, the subscription key may be found in your profile after logging into Sage 200.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Sage 200 Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Sage 200 data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Sage 200 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 👁 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 200 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 200 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. 👁 Select a dataset
   
5. Choose fields and visualizations to add to your report. 👁 Visualizing Sage 200 data in the Power BI service
   

Live Access to Sage 200 Data from Cloud Applications

Now you have a direct connection to live Sage 200 data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Sage 200 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.