Power BI Developer for Sage 100

Power BI Developer Needed – Sage 100 Contractor SQL Dashboard System

We are an electrical contractor using Sage 100 Contractor 2025 SQL and we want to build a Power BI dashboard system for company operations and project management.

The goal is to create a clean, mobile-friendly Power BI control panel for our company.

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Environment

Software:

Sage 100 Contractor (SQL version)

Database:

Microsoft SQL Server (on local office server)

• Microsoft 365 environment
• Approximately 6 Power BI users

User roles:

• Owner (1)
• Operations Manager (1)
• Accounting (1)
• Project Managers (3)

All users will have Power BI Pro licenses.

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Refresh Schedule

Use Import Mode with scheduled refresh via Power BI Gateway.

Refresh schedule:

• 6am
• 8am
• 10am
• 12pm
• 2pm
• 4pm
• 6pm
• 8pm

Gateway should be installed on the Sage SQL server.

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Security Requirements

Row Level Security must be implemented.

Project Managers must:

• only see jobs assigned to them
• see labor hours but NOT labor cost
• see purchase orders and material items
• see change orders
• see billing status

Project Managers must NOT see:

• payroll data
• company financials
• profit margins

Owner and Accounting will have full access.

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Data Sources

Power BI will pull data from the Sage SQL database including:

• Jobs
• Customers
• Vendors
• Purchase Orders
• PO line items
• Receiving / partial deliveries
• Backorders
• Change Orders
• Billing / invoices
• Labor hours

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Data Modeling

Developer must create a clean Power BI data model (star schema) rather than building visuals directly on raw tables.

Example entities:

• Jobs
• Customers
• Vendors
• PurchaseOrders
• POLines
• Receipts
• ChangeOrders
• Invoices
• LaborHours

Two datasets should be created:

Operational dataset

• Jobs
• POs
• Receiving
• Change orders
• billing status
• labor hours

Financial dataset

• AR
• AP
• GL
• financial KPIs

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Dashboard Pages

Dashboards should use a KPI tile layout with drill-through capability.

Pages should include:

Command Center

• Revenue
• Backlog
• Open purchase orders
• Unbilled change orders
• Ready to invoice

Jobs & Clients

Searchable job and customer lookup with job summary.

Materials & Purchase Orders

Line item purchase orders including:

• part number
• manufacturer
• quantity ordered
• quantity received
• quantity backordered

Change Order Dashboard

• pending
• approved
• approved

not billed

• aging

Ready to Invoice Dashboard

• items ready for billing
• unbilled change orders
• aging

Backorder Intelligence

• backordered items
• backordered value
• jobs affected
• days open

Financial Dashboard (Owner Only)

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Mobile Optimization

Reports must include Power BI Mobile optimized layout.

Users must be able to:

• search by job or client
• drill into purchase orders
• drill into change orders

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Deliverables

Developer must provide:

• Power BI dataset and report files
• gateway configuration
• refresh schedule setup
• security roles setup
• documentation explaining the data model and maintenance

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Experience Required

Please include examples of:

• Power BI dashboards built on SQL databases
• construction or ERP dashboards (preferred)
• row-level security implementations

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If you have experience connecting Power BI to Sage or other construction accounting systems, please mention that.

• Please start your proposal with the word "ContractorBI" so we know you read the full job description.

Contract duration of 1 to 3 months. with 30 hours per week.

Mandatory skills:

Visual Basic for Applications, Windows App Development

Optional skills:

Claris FileMaker, C#