Writeback With Fabric:Mailbag - Ep.344 - Power BI tips
Main Topic
Longtime listener Andrew here. I work for a large professional services firm, and I'm often called on to assemble reports about clients and prospects for meetings with regional or business line stakeholders. The goal of these meetings is to use my report's visuals, slicers, and tables to help gain insights into which products and services are taking hold in markets and THEN to identify lists of prospects or existing clients to try and sell to. The challenge I'm often faced with is, largely, what I believe to be some species of write-back: How do I assemble a list of, say, 10 records, in the course of a meeting and then maintain that list somewhere in my report so we can revisit it in subsequent meetings, modify it, etc. I don't need to be able to go all the way back to our source systems necessarily. I just want to be able to pull open my report and say "Okay, team, here's the list of clients we identified in our June meeting...how did it go?" Generally, I'm wondering about your take on the state of write-back capabilities in Power BI and perhaps Fabric. What are the best practices and where is it going?
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