Good afternoon,
We currently are using an antiquated process for generating reports for both our website and our daily spreadsheets that we send out to our customers. It is an error prone process sorely in need of modernization and much greater flexibility.
Fielding a few questions regarding a few topics as they relate to BI. Surface level reading it seems like a very good option for our company to go down to handle reporting.
Here are some objectives that we are wanting to achieve.
1. Create Excel spreadsheet reports, format the reports (adding filters, cell colors based on data and row in the report, etc.), generated on a schedule and email report to an email group in a single process. Emails with signatures and other company related icon links (Twitter, FB, IG, etc.) allowed within is needed.
2. Create reports that are customer facing and internal with user entered paramters, primarily a date range Start and End date, that would display real time data.
I am all but certain that both can be achieved using Microsoft BI from the very brief overview I have taken. Wondering how much data wrangling is going to be needed to do so and if other pieces of software may be required to pull this off. I am certain that we will need an SQL database between this and our prodcution database and some sort of data replication but that is needed BI or no BI for the direction that we are heading in.
