Connect Sage Intacct Data in Excel with Power Query
In this video, we walk through how to connect your Microsoft Excel directly to your Sage Intacct data and start building a structured data model for deeper analysis.
You’ll learn a practical, step-by-step approach using Power Query and Power Pivot to bring your data together, clean it, and make it ready for reporting.
🔍 What you’ll learn:
How to connect to your Sage Intacct data using SQL Server in Excel
Why starting in Power Query is a best practice
How to clean and transform your data before loading it
The impact of data types and cardinality on performance
How to load data into the data model (not spreadsheets)
Understanding fact vs dimension tables
How to create relationships between tables
Building your first Pivot Table directly from the data model
This is a foundational walkthrough for anyone looking to move beyond basic spreadsheets and start building scalable, reliable reporting in Excel.
If you're working with Sage Intacct and want to get more out of your data, this is a great place to start.
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🔗 Want to learn more?
If you have questions or want help building out your data model or reporting strategy, feel free to reach out.
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