Hi Friends,
I am kind of newbie to this forum, I have created a small drill down visual in Power BI and planning to create more and make it like dashboard and then share it to Senior Executives across the boards.
I have done this via writing query into SQL of Dynamics CRM copy pasting result into excel and using that excel as data source manually.
Going forward I would like to do following and which is where I need you help.
- is there any way I can automate this process or there is another way of not creating Excel and uploading/feeding to Power BI.(right now this dataset has 500K records, which is increasing 10K by day, is there any limitation we will be having in the future?)
- How to share this dashboards to all senior executives so that they can play around with it, without uploading MS Cloud and just keeping it on over server where then can login on terminal server and see all these reports.
Thanks in Advance.
Mango Juice.