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

In order to run a BI Report, you will first have to create a new Data Warehouse using the Sage 200cloud 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 the “New Warehouse” button. 

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

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Then you get this screen: 

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

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If you would like to know more about Sage 200cloud or any of the Sage products we offer, please fill out the form below and a member of our team will be in contact:

http://info.acuitysolutions.co.uk/business-challenges 

Alternatively, contact us here.

Marek Golinski

Sage 200 & X3 Support