https://store-images.s-microsoft.com/image/apps.35514.a33ee8fd-359f-428a-89cc-d5d83e667076.fc678322-fe01-4f41-baa0-6309a5d49241.e94b0418-3db9-468a-80eb-96eabf8ed6fa

Power BI for Sage 300: 10-Hr Implementation

DSWi

A rapid deployment of Power BI for Sage 300 to produce the financial data model, dashboards, and Excel template for all the selected companies.

The Financial Data Model covers General Ledger, Accounts Payable and Accounts Receivable. Requires PowerBI subscription through Dynamics Southwest. Contact us for details.

Agenda

Implementation Planning (5 hours)

  • Software Requirements Review
  • Sage 300 System Review
  • Server and Credentials

Deployment (5 hours)

  • Installation
  • Apply the PBIX file
  • Publishing and data refreshing
  • Analyze in Excel

Deliverables

  • The comprehensive financial optimizer dashboard provides q