Power BI with Sage 300 Construction and Real Estate?

[BrandonMurray]

I'm new to Power BI and new to Sage 300 CRE. I want to access data stored in Sage to create some PBI dashboards. If Sage 300 were stored in a SQL Server table, I could find it easy enough, but it appears to be stored in a series of .DAT files in a directory structure.

Does anyone have any pointers on connecting to Sage 300 CRE data?

[jr2314]

Just adding a response for anybody in 2024. My company uses Sage300 CRE and the way we connect is via ODBC connection. We have not used the SQL replicator option for PowerBI. The issues you'll have with an ODCB connection is automatic refreshes once you publish a report. You will have to manually refresh reports and re publish each time. The reason is becase Sage300 is ran on 32 bit and PowerBI is ran on 64 bit. To my knowledge Sage has no plans to upgade to 64 bit. So a SQL replicator may also be your best bet to get automatic refreshing. 

My company is switching ERPs in 2025 so I will never have to deal with these type of connection issues again...

We are switching to Vista Viewpoint for 2025.

[rbruscino]

Sage 300 CRE release 17.1 ships with their SQL Replicator that basically replicates the entire Sage 300 CRE Pervasive database to a MS SQL server instance. The SQL Gateway, originally shipped with 12.1 R3 did the same thing but had to be scheduled to run when no users are in the Sage 300 CRE application. The current 17.1 version can run in realtime with no restrictions when in production with users in the system. Sage also offers a webservice that sync's the on-prem SQL DB to an Azure DB instance as well if you wish to use a web DB instance in lieu of an on-premise instance. This is all part of Sage's latest web reporting and mobile strategy which you can leverage on for reporting/BI as well.

www.ATXAdvisory.com

[AlexDeCouto]

Hi - I found this post while researching.  I am looking to connect Power BI with Sage 300 CRE to create dashboards for use in Viva Goals.  We are a longtime Sage 300 CRE user and are on version 22 in a citrix virtual environment.   Is there a connector that can help me with this?  I searched the Power BI marketplace and do not find a specific solution.  

[js5000]

I have researched and can confrim this is accurate information if anyone else is pursuing a solution for Power BI with Sage 300 CRE.

[DerekH]

Further to the above which says it is possible - has anyone successfully integrated power BI with Sage 300?

[js5000]

This can be done using the process below. Performance can be improved if you use SQL backup of the data as a souce instead of using the Timberline Data Source.

-Open Power BI locally. Note: Must be the 32 bit version to connect to Sage.

-Choose Get Data.

-Select ODBC for the connection type.

-Pick the Timberlibe Data Source. Note: Sage must be instaled on the machine)

-Enter Sage Credentials, hit connect.

-Expand folder to choose the tables you would like, hit load. If this does not show the proper data folder this can be changed from the 32bit ODBC administrator. You will need to close and open Power BI to see changes.

[js5000]

To add to this, if you are using the SQL Replocator you can connect this to the Power BI Gateway to sync data to the Microsoft environment. This then alows you to send data to the online Power BI Suite and do your reporting from the online suite.

[js5000]

While this may not be 'suported' I believe you would be able to connect this to the Timberline Data Source after choosing ODBC from Power BI, if you have the proper credentials. Another option would be too look at Sage 300 CRE version 17.1 (SQL Replicator) or Anterra to replicate Data to SQL, which will allow better performance.

Edit: Spelling

[v-jiascu-msft]

Hi @BrandonMurray,

Could you please mark the proper answer if it's convenient for you? That will be a help to the others.

Best Regards!
Dale

[v-jiascu-msft]

Hi @BrandonMurray,

It seems Sage CRE isn't supported by now. Please vote or create an idea here: power-bi-ideas. Maybe this could be a workaround: https://www.youtube.com/watch?v=zFincW1u84U&feature=youtu.be

Best Regards!

Dale