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[Gustav_B]

Good Afternoon,

I am researching the viability of using Microsoft BI to produce Visual reports that summurise monthly financial claims and performance reports.

My questions are as follows;

1. How difficult it will be to learn how to acheive the tasks stated above? (time, tutorial resources etc).

2. Whether someone who is not familiar with BI, can alter the data in a excel spreadsheet to update BI reports, i.e they don't have to access BI at all.

Thanks in Advance

[Anonymous · Accepted solution]

Hi @Gustav_B,

>>1. How difficult it will be to learn how to acheive the tasks stated above?

You can simply use matrix visual to get summarize monthly financial report:

Drag the date to axis field, the person to column field(modify to hierarchy mode and keep year and month), the amount column to value field. It will auto summarize based on date and person.

For the performance report, you can write a measure to calculate based on current month and previous month.

Measure sample:

difference=
var currDate=Max(Table[Date])
var prevDate=DATE(Year(currDate),Month(currDate)-1,Day(currDate))
return
SUMX(FILTER(ALL(Table),Year(Table[Date])=Year(currDate)&&Month(Table[Date])=Month(currDate)),[Amount])-
SUMX(FILTER(ALL(Table),Year(Table[Date])=Year(prevDate)&&Month(Table[Date])=Month(prevDate)),[Amount])

>>2. Whether someone who is not familiar with BI, can alter the data in a excel spreadsheet to update BI reports, i.e they don't have to access BI at all.

For update records, they not need to access the power bi, they only need to modify the source file. If you want to get the newest report, you can click refresh button to refresh the source file.

Regards,

Xiaoxin Sheng