I used to work for a large org in the finance team where they had a budget and planning tool built from PowerBI + SharePoint + some database where each team could go onto SharePoint to input data for current period/ YTD actual and budget data

Essentially it was like an online form on SharePoint where you can enter budget/ actuals

Curious on how this is done as I’d like to move towards this space. Anyone know how this is done or come across article or YouTube that shows how to do this?

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Composite model, sources sharepoint, forms/excel specific or sharepoint/teams locations, ERP database, in Azure or on prem or other datalake of central business services..

Microsoft is 365 is one of the most flexible for using whatever you want to build whateber you need. You can collect data in a form, which stores in a table that joins to a budget table from sharepoint, that you build visuals on in PBI. Not hard, just got test things out.

One thing I will say, read up on star scheme models, using primary keys, and overall design concepts. Today you are only limited by your creativity. Keep building and dreaming up ideas!

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Power apps if you want to add an input right in power bi. I recommend waiting on this as Fabric may have easier means, also there are easier ways to setup input collection than power apps. Power Bi is for visual and repprt building not really data input.

Start with your steps. What you are trying to do. Then how you get there. Consider where things will be, how they will update, and how your report/app will access them.

Example: I want to build a report of years of service

1. I need a source table from HR
2. What is its cadence to receive it (weekly)
3. How will I access it? file on sharepoint
4. Open power bi, use power query connect to data source sharepoint. (Input your sharepoint address)
5. Use the path date or other means to isolate to the lastest file on sharepoint (I recommend etl's to sharepoint replacing old) if there are many, target latest
6. Filter to file expand the combine
7. Now you see your file
8 edit table in power query if need
9 save and close
10 build visuals needed
11 test your report is working as expect
12 share report with end audience
13 in take feedback
14 make enhancements repeat 11 - 14

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