loader image

Share:

Share on facebook
Share on twitter
Share on linkedin

How to synchronize your Power BI tables with SQL Server

Power BI Sync Update Architecture

Try Acterys Power BI Sync Trial

Power BI offers unparalleled features to integrate and transform data. This output is often useful to add to an existing SQL data warehouse. in this post we explain how you can synchronize and load Power BI tables to SQL Server (Azure or on premise) and automate this process.

Acterys-Power-BI-Sync-Architecture
Acterys Power BI Sync Architecture

The tool to facilitate this process is Acterys Power BI Sync an easy to use Windows application that is available for download on the Acterys web site. The advantage of this approach is, that not only are the Power BI tables loaded to SQL Server but they are also enabled for planning and write-back with all of Acterys’ ground breaking planning features from top down data entry to driver based planning.

5 Easy Steps

  1. Install Acterys Power Sync:

    Acterys Power BI Sync and Update
    Acterys Power BI Sync and Update
  2. Configure your Power BI model (Power BI Desktop or Power BI Dataset / Dataflow):

    Power BI Sync Configuration
    Power BI Sync Configuration
  3. Choose model tables to load and optionally set refresh interval:
    Acterys Power BI Sync-Scheduled-Tasks
    Acterys Power BI Sync – Scheduled Tasks

    4. That’s it all data including calculated columns from the selected tables is now available in SQL Server:

    Power BI Sync Planning for any Power BI model
    Power BI Sync Planning for any Power BI model
    Driver based planning in Power BI
    Driver

    Acterys Financial Reporting Power BI Visual
    Acterys Financial Reporting Power BI Visual

Recent Posts

Materialize and Synchronize Power BI with a Data Warehouse “Materialize” is a database concept that refers to storing the result

I can’t help smiling when I see legacy BI/Planning application vendors -that were not so long ago laughing away Power BI- coming out with their own “Power BI Integration” after Microsoft has turned around the industry. These are more often than not nothing but “a marketing spiel” to build on Power BI’s awareness and of very limited use in real life application scenarios.

Across many mid-sized and large companies, finance and operations teams are at crossroads. This was one of the findings from the recent BPM Pulse 2021 survey which revealed that only a third of companies had truly harmonized strategic, financial, and operational plans.

Power BI offers unparalleled features for analysis and visualization: in this post we explain the quickest way to connect Oracle Netsuite in Power BI Deskop and how you can add comprehensive planning and budgeting.After your account has been setup, click on the “Integration” menu and go to the “Oracle Netsuite” section:

The default visuals in Power BI are not perfectly suited for financial reporting. There are ways to realize more advanced financial reporting requirements using DAX as Managility describes in Income Statement using DAX These, though typically require intermediate knowledge of DAX that many financial professional don’t necessarily have.

Tags