Most efficient way to distribute Power BI reports to 15 separate users
Hi all,
New-ish Power BI user here. Just want a sanity check to see if my approach makes sense or if there is a more efficient way.
Currently we have data in Excel and when the 15 managers require reports, we manually update reports (paste as values into new sheets) and email them manually. The report contains 5 excel tabs (which I assume will be 5 pages in Power BI)
I have the idea to feed the Excel master data file into Power BI and re-create the reports there. I would put the Excel file in OneDrive, import the data into Power BI and use the visuals to do my best to re-create the 5 reports using the tables/matrix/other visuals, publish it, then each manager can have a link bookmarked on their browser where they can see their reports (but not seeing the data that doesn't pertain to their area of responsibility)
My questions are:
1) Does this sound basic and easy to set up or are there concerns I may be unaware of?
2) Would I need to create/publish 15 separate reports all fed by the same Excel master file, or could I create one large report and have it restricted so that the manager doesn'tsee information relating to other managers' operations? Is there a best practice for this?
3) When I update the source data in Excel do I need to manually open and re-fresh / re-publish every report? Or could the reports update automatically? I read somewhere that there are some limits on refresh frequency, etc
4) Are there any good resources to check out to help me accomplish this task? If this is something that can be done, it would be ideal for it to be ready within the next 4-5 weeks
Thanks!