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Comment by Esophagus4

12 hours ago

I’ve just set the finance people up with read only access to our data source, and they now can poke through it themselves.

Also an acceptable solution. This is usually where the next step is have a BI type person just create a report for finance. Many reasons but what will end up is different people are filtering/retrieving the data differently causing inconsistencies.

But Usually finance is always preferring on demand access so the communication feedback loop of asking for stuff is not well liked so I’m sure they appreciate this middle step too.

There are many cases where there’s no easy way to give access to the data and a human in the loop is required. In that case, do the shared workbook thing I mentioned as a starting point at least. It may evolve from there.