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paula2013

Power BI and Sage Intelligence and looking to hire an expert

Posted By

Hi All,

Our company has Sage 100 2015 and we are just now starting to use Sage Intelligence.  I am pretty used to report writers so learning to write reports in SI is fairly easy.  

However, my difficulties have to do with the set up of Power BI Service, Power BI Desktop,  OneDrive, Sage Intelligence, and the Windows Task Scheduler.  It seems as though there are a lot of tools need to push the data to Power BI Service (Cloud) and have it refresh automatically.    From what I can tell there is no direct connection between Power BI and Sage Intelligence.  Currently I can push the data to PBI (Cloud) but I need to automate this process.  I have already written the sales report I need pushed/connected to Power BI (Cloud).  

I am able to find training videos on each piece of this puzzle but nowhere can I find a manual or instructions for the whole setup.  Short of clear instructions I would like to hire someone who has done this before.  I have also posted this on the Sage Intelligence Forum, asked a Sage Partner but no one seems to know how to do this in totality.  

Any ideas are very appreciated.

Paula

  • 0

    Hi Paula, 

    There is no direct connection between Sage Intelligence and Power BI that has been created that I know of.  Below is our Learning Center with the Power BI videos toward the bottom of the screen if you scroll down.  Those videos tie the process for using Sage Intelligence and Power BI together but please know that it is not a process supported by Sage (technical support team).  There are also videos specifically on how to set up a report for auto distribution and more in the Learning Center and I'm happy to send those links as well or answer any questions. 

    We have a list of report writing consultants who have dedicated their practices to Sage Intelligence, are certified (including Excel and SQL) and can work in conjunction with other Sage partners to assist with Sage Intelligence questions.  Here is the link to that information: https://learning.sageintelligence.com/sage-100-advanced/visual-learning/

    https://learning.sageintelligence.com/sage-100-advanced/visual-learning/ 

    Sandra.

  • 0 in reply to Sandra Smith

    Thank you Sandra. 

    I am aware there is no direct connection as there has never been due to Providex and ODBC constraints.  That is why I am working with the string of tools, i.e. SI, OneDrive, PowerBi, etc.  I will check out the videos you provide for sure.  In the end I wonder if anyone else is attempting to create this setup.  I can't be the only one, (can I)..  ;)  Thanks for your assistance.

    Paula

*Community Hub is the new name for Sage City