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.
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?