SQL to Sharepoint interface


$45.00
Hourly: $45.00 - $70.00

We use Deltek Vision as our ERP system and have the ability to access the data from Vision and have created PowerBI reports to better view important data. We have PowerBI dashboards for our project managers who need to report on certain metrics on a weekly basis. Ideally, I would like the Project Managers to enter data right into fields in PowerBI (next to the data they are reporting on) but PowerBI is not a tool that does this (unless you have an idea or way to make that happen). Alternatively, my approach would be to create a Sharepoint database where a Project Manager could have a PowerBI dashboard on one of their screens and a Sharepoint database on the other screen where they enter the reporting data. This data would be stored and fed back into the PowerBI dashboard nightly. For example, we require a weekly note for any projects where we have not been paid within contract terms. The note must be updated weekly. I attached a screenshot of a portion of the dashboard where notes show up. These are currently pulled from our ERP system. The process to get them into the ERP system is not efficient which is why I would like an interface in PowerBI or Sharepoint to enter, track, and report on these notes. These notes are only required for projects that are outside of payment terms so the Sharepoint database will need to have filters and criteria based on the SQL database coming out of our ERP system to narrow down and only show the projects that are outside of payment terms (this is in the SQL data). The notes do not need to go back into our ERP system as they will be stored in the Sharepoint database. I do not want to overwrite the notes in Sharepoint each week, I would want the database to store the notes and add a new note weekly. We have about 5 different metrics we would need a manager to report on each week and the process for each would be the same.

Keyword: Software Development

Price: $45.0

Microsoft SharePoint Development Microsoft SQL Server Microsoft SharePoint Microsoft SQL Server Programming Microsoft SharePoint Designer SQL

 

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