Set up Power BI
Set up Power BI for Microsoft 365
Follow the steps below to set up Power BI for Microsoft 365.
- Activate your Microsoft 365 subscription.
- Create user accounts in Sage Business Centre and give them access to connected apps.
- Connect Sage 200 to your Microsoft 365 account.
- Set up user email addresses in Sage 200.
Install the Power BI connector
Install the Power BI connector on each PC that you will use the Power BI desktop app. The Power BI connector enables the Power BI desktop app to connect to your Sage 200 database.
To install the Power BI connector, you will need to sign in using a Windows account with administrator permissions.
To install the Power BI connector from Sage 200:
Tools > Installers > Install Power BI connector.
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The Power BI connector is installed locally on your PC, and will be available as a data connector in Power BI Desktop.
Note: By default the connector file is installed to Users\(your username)\Documents\Power BI Desktop\Custom Connectors\Sage200.pqx.
If there was a problem downloading the file:
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Check that you have internet access, as this is required to download the installer file.
If there was a problem installing the connector:
- Close the Power BI Desktop application, if it is open.
- Check that you have access to the installation folder (which is mentioned in the error message), by browsing to it in Windows Explorer.
- If you have previously installed the connector, check the installation folder for a Sage200.pqx file and make sure it is not set to read only.
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Check that you have signed in using a Windows account with administrator permissions.
If you see a message that the application must be run as an administrator, close Sage 200 and open it again using a Windows administrator account. You can then install the Power BI connector.
Set up the Power BI Desktop app
The Power BI Desktop app is free, but we recommend using the Pro version if you want to publish and share dashboards and reports.
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Download the Power BI Desktop app from Microsoft: Get started with Power BI Desktop (Microsoft) (opens in a new tab)
If you see an Uncertified Connectors warning in Power BI Desktop that the Sage 200 connector has not been certified, you will need to change the security options.
- Open Power BI Desktop.
- Select File / (Application Menu) > Options and settings > Options.
- Select the Security options, and set Data Extensions to Allow any extension to load without validation or warning.