I want to get a report on donations/revenue to show up as a graph on our sharepoint page (intranet) so that it becomes a benchmark or later a KPI. Is there an easy way to do this for novice users who need to keep it updated through minimal manual action?

Hi James,

I would create a GridView View (or Workspace) that would automatically send the necessary data to an Excel spreadsheet. Then, I'd use PowerBI to automatically combine the monthly spreadsheets and chart the numbers you are interested in.

The production of the GridView Workspace spreadsheet can be automated through the use of a scheduled task. Power BI can automatically combine sheets when a workspace is opened.