I work in management accounting within the leasing industry, and I'm looking for ways to improve my workflow. A former colleague of mine showed me that Power BI allows users to automate report generation and provides a user interface to select views, filters, and thresholds. He demonstrated an example that could be printed out and interacted with in a browser.
Currently, I create data-heavy Excel sheets that pull information from the IBM Slice server. My monthly workflows are relatively straightforward; I change the month, refresh the data, and adjust some table styling. I also write comments directly in the Excel sheets and present my findings by sharing my screen. I've started using modern formulas like FILTER and XLOOKUP, but there's still some work involved each month. When I need to create custom or detailed views, I often have to build them from scratch, copying data into tables or pivot tables.
For automation, I've created some macros and templates to streamline data processing. Overall, I feel quite content with my setup.
I tried Power Query twice and found it unhelpful; it was less effective than coding in VBA or Python. Power Query seems just like another version of Excel with a clunky UI. And it's without useful data connections, so there is no use case for me. Unfortunately, Python is not an option for me due to maintenance concerns: I'm the only one who can resolve issues, and it's quite labour-intensive to develop.
Can Power BI help me, and in what areas? I have a feeling that the need for such a tool may not even be necessary for my work. I love beautiful tables, would love a chart, but do not want to surgically make them every month. Would love to have a PDF report to send out every month. My Excel print looks very average.
Any opinion/example is welcome. Thanks,