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cosmos's avatar
cosmos
Regular Visitor
10 years ago

Is PowerBI the tool for me?

A current recurring task we have is that we get nightly sales reports via FTP which are loaded in to SQLServer. This data is then manipulated through SQL views and exported into Excel where graphs, c...
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Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
10 years ago

So, you have a couple of options here. One, you could create an Excel file and use Power Query to pull the data from SQL Server and create your reports. Then, load that Excel file in OneDrive for Business and Connect it to Power BI. Power BI Service, Get Data, OneDrive for Business and use the Connect versus Import. You can set a Daily refresh and just point your people to the OneDrive file and it will be up-to-date every day.

 

Alternatively, you could use Power BI Desktop, create your reports there, publish to Power BI Service and set the refresh schedule. You basically eliminate Excel and replace it with Desktop.

 

To my knowledge, you cannot email a copy of the report. That is kind of old school but I get that a lot of people are resistant to change. You could send an email with a link every day...