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Debtors Age Analysis for SYSPRO Support

Install the app, connect it to SYSPRO and see the age analysis in Power BI.

Get the app on Microsoft AppSourceWatch the installation video
How SYSPRO data stays secure
Gateway guide · No license key yet? Request a free 30-day trial key
Microsoft 365

Get Power BI Pro with Microsoft 365

1
Sign in to Power BIGo to app.powerbi.com and sign in with the Microsoft 365 work email and password, the same as for Outlook.
2
Free trial, where offeredMicrosoft usually offers a free 60-day trial of the paid Power BI features. Select Start trial when Power BI offers it. If no trial is offered, the Microsoft 365 administrator has switched off self-service trials: use the next step.
3
Monthly licenceThe Microsoft 365 administrator goes to admin.microsoft.com, then Billing > Purchase services, searches for Power BI, selects Power BI Pro, chooses the number of licences and monthly billing, and checks out. Microsoft usually also offers a free 30-day trial of up to 25 licences there.
4
Assign the licenceIn admin.microsoft.com, go to Billing > Licenses > Power BI Pro and assign it to each person who installs or views the app.
5
Sign in againSign out of app.powerbi.com and sign in again so the new licence applies.
Sign in to Power BIMicrosoft 365 admin centerMicrosoft: sign up for Power BI
Setup

Setup in six steps

1
Install the gatewayInstall the Microsoft on-premises data gateway on a server that can reach the SYSPRO SQL Server, at the office or at the hosting partner. Check that it shows Online. If SQL Server is hosted, the VPN must remain connected, or install the gateway at the hosting partner.
2
Install the appOpen the app on Microsoft AppSource, select Get it now and follow the prompts.
3
Enter the parametersSelect Connect your data, then enter Syspro SQL Server Name, SysproSQLDatabase (the SYSPRO company database) and License Key.
4
Add each data source to the gatewaySQL Server: Basic authentication with the SQL login. License check: Web, Anonymous, select Skip test connection.
5
Map the data sourcesIn the semantic model settings, under Gateway connections, select Maps to for each data source.
6
Set a scheduled refreshSet the refresh times, then refresh once and open the report.
Debtors Age Analysis on AppSourceGateway guideConnect to your own dataDebtors Age Analysis guide
Watch: install the gateway for SYSPROThe video walks through the whole gateway setup.
Watch the video
Glossary

Terms explained

Microsoft 365 (Office 365)

The company's Microsoft work account for Outlook, Teams and Excel. Power BI uses the same login.

Power BI Pro

The per-person Power BI licence required to install and share apps. Sold monthly or yearly through Microsoft 365.

Power BI service

Microsoft's website for reports, at app.powerbi.com.

Microsoft AppSource

Microsoft's app store. ForesightSA apps install from there into Power BI.

Template app

A ready-made Power BI report with its data model. It connects to SYSPRO after installation.

On-premises data gateway

A free Microsoft program that lets the Power BI service read the SYSPRO SQL Server. Data stays on the SQL Server; ForesightSA has no access to it.

License key

A 30-character code from ForesightSA that unlocks the app.

Further resources

Microsoft documentation

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