I have a Tax reconciliation template which is used for multiple clients in excel using macros.
I am looking to have the process completed by the team but using Power BI instead of macros.
The data included in the reconciliation is from multiple reports which are generated.
I am looking for some guidance with enhancing the current process from an excel solution to a Power BI solution where I can run the respective reports and load them into the Power BI have the formulas in the template so that the information can be updated by changing the client name and the reporting period in question.
Attached is a sample of what the template looks like.
Please let me know if you have any questions.
Tax Template.xlsx (14.8 KB)