I'm currently working on a project that involves creating dashboards in Power BI, which requires integrating with our company's accounting software, Sage 200 Standard Edition. I successfully downloaded the Power BI component to link the two systems and have built dashboards using the standard data brought in through the API. I've also expanded the integration to include Supplier invoices and product data from the Sage 200 API.
However, I've encountered a significant issue when reporting on the cost of purchased products. The API pulls the average buying price as the cost price for sales orders, rather than the actual price paid at purchase order. This leads to inaccuracies when trying to report on product costs.
Allowing users to call custom reports would provide much-needed flexibility in the data they can pull for reporting. Currently, I’m unable to accurately match cost figures with revenue figures on a product-by-product basis to calculate gross profit (GP). While I can report costs on a business-wide scale, the lack of product-level cost data forces us to revert to exporting sales data monthly and processing it in Excel. Implementing custom reporting capabilities would resolve this issue by enabling users to access the specific data needed for accurate reporting.
Eddie Chadwick
| Idea Benefit | Enable users to pull the exact data they need. |
| How do you solve for this problem today? | Currently export sales data once a month into excel which I then feed into power bi compared to having it refresh automatically overnight meaning all figures are up to date and refreshed. |
