Date/time:
Thu Jan 9th 2025 09:00 - 11:30 UTC (London)

The essential and optional Sage 50 Accounts tables for financials reporting

How to set up an ODBC connection for Sage 50 Accounts

Creating Dataflows for your Sage 50 Accounts source data

Other things to consider

Connecting to, and understanding your Sage 50 Accounts data tables

Date/time:
Thu Jan 16th 2025 09:00 - 11:30 UTC (London)

A great data model for financial reporting

A review of our Sage 50 tables vs our target model - what transformations are needed

Setting up a Dates table based on your Sage 50 company fiscal year

The target data model and transformations needed

Thu Jan 23rd 2025 09:00 - 11:30 UTC (London)

The central role of your Journals table and why it's more than just journals

Preparing your Journals table based on actuals

Budgets and Forecasts as pseudo journals

Worked example budgets from external Excel workbooks

Finalising the Journals table

Preparing the Journals table

Thu Jan 30th 2025 09:00 - 11:30 UTC (London)

Review of the objectives

The 'Accounts' table

The 'BridgeChartOfAccounts' table

The 'ChartOfAccounts' table

Testing the model with a P&L calculation

Reconstructing your Sage 50 Accounts Chart(s) of Accounts

Thu Feb 6th 2025 09:00 - 11:30 UTC (London)

Overview of enhancements that we wish to make for our model

An external Metadata spreadsheet for these extras

Incorporating the Metadata parameters into our existing model

Using Metadata to fine-tune the presentation of your financial statements

Thu Feb 13th 2025 09:00 - 11:30 UTC (London)

Objectives

Functional review of the Power BI Income Statement Template

Adapting the template and metadata to work with your Sage 50 data

Measures overview

The Income Statement Power BI Template for Sage 50 Accounts

<h3 id="b42ab43c-d87f-49d8-8a07-cdbcf70723ba" data-toc-id="b42ab43c-d87f-49d8-8a07-cdbcf70723ba">Includes FREE copy of the Power BI Income Statement Template for Sage 50 Accounts worth £499</h3><p>See demo below:</p><div class="iframe-wrapper"><iframe src="https://app.powerbi.com/view?r=eyJrIjoiNzU5MWQwNWItYTUzMi00NzI3LWE0MTctMTczOTM2ZjYyOGEyIiwidCI6IjA0NmZlOGZmLTMzZWMtNDkzZC1iYjg3LWU2MDY2ZDI1ZjZkNiIsImMiOjh9&amp;embedImagePlaceholder=true" frameborder="0" allowfullscreen="true"></iframe></div><p></p><p>By taking this course, you will:</p><ul><li><p>Learn how the Sage 50 Accounts data transformations have been done in this template</p></li><li><p>Learn how to get this template working with your Sage 50 Accounts system</p></li><li><p>Have an appreciation of why the measures have been constructed in the way that they have</p></li><li><p>Have a fully working, customisable Income Statement model working with your Sage 50 Accounts data.</p></li></ul><p>It is expected that students have a working understanding of Power Query. An appreciation of DAX would also be useful in the last chapter of this course.</p>

This instructor-led course will guide you on how prepare a financial reporting data model in Power BI from Sage 50 Accounts data. From setting up a data connection, to automatically reproducing your charts of accounts in financial statements.

Preparing Sage 50 Accounts data for financial reporting in Power BI

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Preparing Sage 50 Accounts data for financial reporting in Power BI

Hugh Johnson

Course Details

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