Resources

Articles, guides and videos on Power BI for finance.

Written by finance people, for finance people. Practical, opinionated, and grounded in a decade of finance reporting projects.

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Guide · June 2024

The ABC of Power BI

Hugh's ongoing series for AccountingWEB — a practical, finance-led introduction to Power BI for finance teams. Written from the perspective of finance, not the perspective of Power BI.

All articles

Recent writing.

Guide · August 2026

How to set up scheduled refresh for Sage 50 Power BI reports

Connect the Power BI Service to your Sage 50 Accounts data using the Microsoft on-premises data gateway, so your reports refresh on a schedule instead of by hand.

Guide · August 2026

How to create a Sage 50 ODBC connection for Excel and Power BI

Set up an ODBC connection to Sage 50 Accounts so you can read your data directly into Power BI or Excel — including what the connection can and can't do, and what changes if you're on Sage 50 Cloud.

Article · February 2024

Preview month-end accounting entries in Power BI

Using Power BI to preview the impact of month-end journals before you post them — a small change with outsized value at close.

Video

Sage 50 sales reports with Power BI.

A worked demo of the Sage 50 sales analysis approach we use in real client projects.

Watch on YouTube

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