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Sage 200 Help Series: How do you refresh data in a BI report?

BY Marek Golinski |

20th June 2016 |

In order to run a BI Report, you will first have to create a new Data Warehouse using the Sage 200 BI Admin utility, which you will find in All Programs > Sage Tools > Sage 200 > Sage 200 Business Intelligence as below:


Once open, you will see listed the name of the company you want to create a warehouse for. To create it, click on that company, and click “New Warehouse” button. 



Next you will see this screen, fill that in and press OK


Then you get this screen:



Now Press OK.


You can create the scheduled task for nightly cube refresh later as a separate exercise.



When finished it takes you back to this screen, and please note you have now created the warehouse and it is ready for you to run the BI reports.


If you now log into Sage 200 – into that company “Marek” which you created, you can now run a BI report – just go into “Business Intelligence” in left menu > Finance > Balance Sheet Analysis: double click to open , and Excel will open the report for you:


 If you have any questions or need any help, please don't hesitate to contact us. Contact numbers can be found on our website

Marek Golinski

Sage 200 & X3 Support