Forum Discussion
Doing simple accounting type reports
- 4 years ago
Anonymous
1). Seems you have mostly excel type reports, or large tabular reports in excel and you distribute or users have access to these reports.
Report Builder/paginated report can fulfill your requirement with dynamic extraction, sharing etc option.Please see this link: https://docs.microsoft.com/en-us/power-bi/paginated-reports/paginated-reports-report-builder-power-bi#:~:text=Paginated%20reports%20are%20designed%20to,their%20report%20page%20layout%20exactly.
Please read this thread also for excel solution: https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/m-p/7223
2). The type of report you require is paginated report, so report builder is the option, it's free tool, will require premium license to publish it to the workspace, or you can have on-premise report server.
There are automatic way of moving paginated reports published to the workspace to the excel, for e.g subscription where end user will get email as per scheduled date/time. PowerAutomate solution etc.
So basically PowerBI Ecosystem can fullfill your requirement and sometimes you will require to use combination of paginated reports and powerbi report/dashboard.If you have a fairly large budget then go for premium, it can help you to build the enterprise level of reporting system.
Hope above helps. Feel free to share more questions.
Anonymous
1). Seems you have mostly excel type reports, or large tabular reports in excel and you distribute or users have access to these reports.
Report Builder/paginated report can fulfill your requirement with dynamic extraction, sharing etc option.
Please see this link: https://docs.microsoft.com/en-us/power-bi/paginated-reports/paginated-reports-report-builder-power-bi#:~:text=Paginated%20reports%20are%20designed%20to,their%20report%20page%20layout%20exactly.
Please read this thread also for excel solution: https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/m-p/7223
2). The type of report you require is paginated report, so report builder is the option, it's free tool, will require premium license to publish it to the workspace, or you can have on-premise report server.
There are automatic way of moving paginated reports published to the workspace to the excel, for e.g subscription where end user will get email as per scheduled date/time. PowerAutomate solution etc.
So basically PowerBI Ecosystem can fullfill your requirement and sometimes you will require to use combination of paginated reports and powerbi report/dashboard.
If you have a fairly large budget then go for premium, it can help you to build the enterprise level of reporting system.
Hope above helps. Feel free to share more questions.
Thanks for the post.
After reading the material, I downloaded Report Builder and played with it some. It does look like the solution we need.
Thanks again.