My work is trying to switch from excel and access to Microsoft Power BI for reports, calcuations for efficiney purposes. Being on the financial side, i need to provide feedback on how to "map" the formulas that are catered in specific reports in excel or access to BI, such as sumiffunctions, vlookups, count, if functions, pivot table, remove duplicates, filtering etc, macros. Now i run a report on ACCESS and export it to excel and pretty much have autopoluated the reports to update the month to month tab and refresh the remaining tabs to get the most accurate numbers.
Since I dont have an IT background, I am having a hard time visualizing how to map these functions/formulas in BI so i can provide the developer and the Business Analyst my exact specifications in rgeards to the formulas and functions used in excel and access?
Can you customize the functions and formulas in BI when we export the data from the server exactly as I am doing right now, and would it be automated based on how it is formulated by the IT team?
Thanks!
