Forum Discussion
Need Guidance on how
Guys,
I've looked for several hours a day on end watching YT videos, posts and need some help. I don't want to cross post but not sure how to explain it - it's like the first time you try to understand an excel equation then knowing what it can do and be applied after is such an eye opener but I find myself struggling if I'm wasting my time trying to build a powerbi dashboard report vs excel.
I love data. In fact I have 20 different reports I pull a day for work but made a dashboard in regular excel that composed of lookup formulas primarily.
After a few reports I was exposed to by powerbi - I almost think it's limitless and want to tie my dashboard together (I'm in sales management) so want all the kpi data with the navigator function active.
heres what I want to understand and achieve
- make a dashboard for an overview for sales. Revenue, gross and unit count, by sales person
- cross reference data in different excels of outbound production - calls, emails text
- however I pull this data manually with each login and not sure if I understand the login credentials correctly because some data I pull requires a company login and on a specific page. Can powerbi reference a link inside my organization if I provide credentials? If so the information I'm looking at isn't excel friendly, there's no way to export it it's framed in the browser but the format looks as it was displayed in excel
so in my normal day to day I paste all my data into excel, then some fields I have to manually overwrite in the dashboard because there's no excel to paste from. just looking to see if I should stick with the excel dash because I find myself manually trying to navigate to things in powerbi that I have to build upon in "new measures" if that makes sense. I like the fact that the report is shareable and connected by tables.
any guidance would be appreciated. Thank you.
1 Reply
- Daniel29195
Community Champion
hello Zeeks
1. Cross-referencing Data from Different Sources: Power BI can handle data from various sources, including Excel files and web sources. You can connect directly to the web page where your data resides and provide credentials for authentication. Once connected, Power BI can extract and visualize the data, eliminating the need for manual copying and pasting.
2. **Manual Data Extraction and Login Credentials**: Power BI can automate data extraction by connecting directly to the source, reducing manual effort. If your data requires login credentials, Power BI can handle authentication and retrieve the necessary information, provided you set up the connections correctly.
3. **Transitioning from Excel Formulas to Power BI Measures**: While Power BI requires a learning curve, especially when transitioning from Excel, its DAX (Data Analysis Expressions) language allows for powerful calculations and measures. Once you grasp the fundamentals, you'll find it efficient for creating complex calculations and analyses.
4. **Shareability and Connectivity**: Power BI reports are highly shareable and can be published to the Power BI service for easy access by stakeholders. They remain connected to the underlying data sources, ensuring real-time updates and consistency across users.
while there may be a learning curve associated with transitioning to Power BI, its capabilities for data visualization, analysis, and automation make it a powerful tool for your sales management needs. With proper guidance and practice, you can leverage Power BI to streamline your processes and gain deeper insights into your sales data.
hope this helps .
