Forum Discussion
How does your org handle data centralization so Power BI can pull everything it needs?
- Anonymous6 years ago
Hey rainynights
I am similarly struggling with this now. The easy answer is that there is no easy answer. Querying all of the data into one Power BI dataset is what Power BI was designed for in theory, but reality is often more complicated than the tutorials.
In reality the concept of garbage in, garbage out applies here. At my company they are currently working on replacing a few systems with one master system which will fix some, but not all of my more complex issues currently.
One thought on the google drive and excel/csv files is getting your company to use microsoft OneDrive for shared files and file storage. This allows you to actively query the files while still allowing people to update the files. If they are constantly creating new files you can look into getting them to use sharepoint sites so you can query all of the files in a sharepoint site/folder which will automatically update to include new files.
As for CRM, depends on what CRM software you are using. If it is microsoft's that's easy enough. Otherwise you will have to look up connectors or other ways to query the data (export to excel into OneDrive/Sharepoint works).
Biggest issue I see you facing with any of this is possible duplication of data.
You're not a one trick pony. Your workplace is just innefficiently trying to straddle and ride too many horses all at once. To keep with the analogy, Power BI should be the carriage connected to all of the horses, but if the horses are all different sizes then the analogy really falls apart. Trying to find ways to consolidate your company's data tracking and reporting is going to be the first, gruelling, painful step.
Thanks a lot for the insight 🙂
- v-chuncz-msft6 years agoCommunity Support