POWER BI et SAP Business One (S1) : La BI pour les PME en croissance
POWER BI et SAP Business One (S1) : La BI pour les PME en croissance
Walid Bergaoui
POWER BI and SAP Business One (S1): BI for Growing SMEs
Your SME chose SAP Business One to support its growth, and your data piles up there day after day: sales, purchases, inventory, payments received. Yet when it comes time to steer the business, you run into rigid Crystal Reports and endless Query Manager queries that "speak accountant" when what you need is to make decisions. This training gives you the power to turn that reservoir of data into clear, living, actionable dashboards — with Power BI, the analytics tool your SAP B1 was missing.
The approach is firmly hands-on and business-oriented. First, you learn to tame the real data model of SAP Business One — those famous OINV, ORDR, OITM, OCRD tables you'll run into constantly — then to connect Power BI to it cleanly, whether your database runs on SQL Server or SAP HANA. Next, you structure your data into a solid model (relationships, DAX measures, dates), before building your three strategic dashboards: sales management (who buys what, which customers are at risk of leaving), purchasing analysis (supplier prices, on-time delivery) and cash flow tracking (projecting cash flow from your actual orders and invoices).
By the end of the program, you no longer endure reporting: you master it. You leave with operational SAP B1 dashboards, indicators that finally speak the language of executives, and the independence to evolve them at the pace of your business. You steer your growth with the same analytical weapons as large companies — without their budget or their complexity. Your ERP finally becomes readable, and your decisions, grounded in facts.
What you walk away with
This training is not theoretical: it leaves you with deliverables ready to plug into your SAP Business One.
Three operational dashboards — Sales, Purchasing and Cash Flow, connected to your real SAP B1 data.
A reusable data model — relationships, DAX measures and a date table, ready to host your next analyses.
A map of the SAP B1 tables — a cheat sheet of the key tables and fields (OINV, ORDR, OITM, OCRD…) so you're never lost in the database again.
Independence — the ability to refresh, share and evolve your reports without depending on a developer.
Program — 13 sessions of 1 hour
A path that starts from the fundamentals — Power BI and the real SAP Business One model — and takes you all the way to three strategic dashboards connected to your data, then to sharing them independently. Each session draws on concrete cases from running an SME.
Module 1 — The fundamentals: Power BI & the SAP B1 model (sessions 1-3)
1. Why Power BI for SAP Business One — the limits of Crystal Reports and Query Manager as volume grows; what modern BI brings to steering a growing SME.
2. Getting started with Power BI Desktop — the interface, the full workflow (import, transform, model, visualize, publish) and the best practices of an analytics project.
3. Understanding the SAP B1 data model — the header/lines logic, the key tables (OINV, ORDR, OITM, OCRD, OCRG) and the role of the fields that "speak accountant."
Module 2 — Connecting & modeling your data (sessions 4-6)
4. Connecting to SAP B1 (SQL Server or HANA) — choosing the right connector, setting up read access, and the Import vs DirectQuery options.
5. Cleaning and preparing with Power Query — filtering, renaming, unpivoting and merging the SAP tables for clean, usable data.
6. Building a star schema — relationships between facts and dimensions, a date table, and the first DAX measures (revenue, margin, quantities).
Module 3 — Your three strategic dashboards (sessions 7-11)
7. Sales management — sales — revenue by customer, product, salesperson and region; top/bottom performers and trends over time.
8. Sales management — customers & churn risk — segmentation, purchase recency and detection of customers at risk of churn.
9. Purchasing analysis — suppliers & prices — trends in purchase prices, supplier weight and spending concentration.
10. Purchasing analysis — delivery times — comparing promised dates and received dates, measuring on-time delivery and supplier reliability.
11. Cash flow tracking & cash flow — projecting cash in and cash out from actual orders and invoices; customer and supplier payment schedules.
Module 4 — Industrializing & sharing (sessions 12-13)
12. Refining readability for executives — choice of visuals, layout, color codes and indicators that speak business rather than accounting.
13. Publishing, refreshing & sharing — distributing via the Power BI service, scheduling data refresh and managing access securely.
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