Hello,
I've been reading on some topics posted here about how to use Google Sheets as a source, but since they were posted about a year ago I thought that it'd be better to make a new topic. PBI updates quite frequently, or I must be missing some steps because I can't get those solutions to work. So here's the business case:
Situation
I work for a company that "lends out" professionals (known as IPers) on project-basis (this is due to very high firing costs in EU, it's cheaper to "borrow" someone than to hire and then fire that person). We have multiple locations through the country, and it's not uncommon for one location to borrow a IPer from another location to then lend him/her out to a client.
Goal
The company wants to know which IPers are available and on which location, so Sales can go ahead and lend out IPers from not just their own location. Preferably this should be something fancy-looking, because it's Sales we are talking about. There are currently too many IPers "available", so the company wants to make sure that they are lend out to clients asap, with little regard of how long the IPer will need to commute to client.
In the past some more advanced locations were using Trello to achieve something like that, but the Corporate Office decided to disallow that. nobody dared to ask why.
Resources
- Google Sheets
- Corporate office that isn't giving us any budget
- a noob developer who has once (!) created a PBI dashboard based on already provided and loaded in data ( = me), but who is "available" and should be doing something useful
Limitations
The information shared about IPers is highly (!!!) sensetive, as it includes employee data + their minimum asking price per hour.
this leads to the following questions:
1) how to connect Google Sheet to PBI?
2) how to ensure the data from Google Sheet itself is highly secured, while still being able to use that data in PBI?
3) how to enable a very limited number of people (all the sales people) to refresh the data themselves in PBI?
halp?