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Frequent Visitor
Posts: 3
Registered: ‎07-28-2015

Are there resources or trainings for doing budget and forecasting with Power BI?

I am new to Power BI. Are there resources or trainings for doing budget and forecasting with Power BI? For example: Actuals data from a QuickBooks or other accounting system download. And refreshable budget and forecast from multiple Excel files for each Department Manager. With security so that a Department Manager only sees their actuals and budget and forecast? Then with security so CFO and upper management can see the rolled up budget and forecast compared to actuals.

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David Meyer
Senior Financial Outcome Analyst
Business Intelligence Solutions
Illuminating the auspicious path ahead for mission-based business leaders
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Frequent Visitor
Posts: 5
Registered: ‎09-15-2015

Re: Are there resources or trainings for doing budget and forecasting with Power BI?

Couple of questions...

- Are you already using QuickBooks Online content pack in Power BI?

- Are your excel data imported to database/tabular model?

 

"Dimension/Row level security" will be probably solved easily in the data source, or am I wrong?