Set up Power BI

Set up Power BI for Microsoft 365

Follow the steps below to set up Power BI for Microsoft 365.

Note: You don't need to do this is you have already set up Sage 200 with your Microsoft 365 account.

• Activate your Microsoft 365 subscription.

• Create user accounts in Sage Business Centre.

• Connect Sage 200 to your Microsoft 365 account.

• Set up user email addresses in Sage 200.

See Set up Microsoft 365 for connected apps, the Web Portal, Self Service web app, Power BI, Power Automate, or the API.

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 from Sage 200:

Tools > Installers > Install Power BI connector.

• 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.

Set up the Power BI Desktop app

• Download the Power BI Desktop app from Microsoft: Get started with Power BI Desktop (Microsoft) (opens in a new tab)