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

BY Marek Golinski |

20th June 2016 |

Help Series

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. 

 

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

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Then you get this screen:

 bi4.png

 

Now Press OK.

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

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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.

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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:

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

Marek Golinski

Sage 200 & X3 Support