Let others enter/update the data through Excel/Sharepoint/Other?

[Gjakova]

Hi there, I created a dashboard and I have created two KPI's. One is showing the data based on an API and another is showing the budget of that KPI.

The problem is this: the API gets updated automatically, but the budget is made manually once every year (and every 6 months they review it and might update it). They can't enter the data in their system, so it needs to be an Excel file, Sharepoint file or something like that.

Their data looks like this:

Store	Location	2020-01	2020-02	2020-03
Store A	West	45	66	45
Store B	East	356	567	56
Store C	North	457	56	89
Store D	South	3	467	890

What is the best solution for this?

I the report and model is done, I already entered some fake data to see if it works and through an Excel file it does. Now I need to find a way to share that Excel file with the 3rd party. And when they want to updat the budget, that they go to that file, update the data, save it and done!

They don't use power bi desktop, only power bi service.

Hope someone can help me! 🙂

[v-rzhou-msft · Accepted solution]

Hi @Gjakova 

You can add the users in 3rd party as guest users and they add them as members in sharepoints.

Then they can get access to the excel and update the data.

Here are some blogs you may refer to.

To add guest users: Guest User

To add a guest user as a member in sharepoint: 

Click member in sharepoint, then add member. 

Due the user is a guest user, sharepoint will show you that we need to add guest user as a member in Outlook.

Click "go to Outlook" and add member.

Then the users in the 3rd party can update the excel in your sharepoint.

Best Regards,

Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.