07-28-2015 11:24 AM
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.
05-25-2016 06:47 AM
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?