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Excel to Power BI Migration

Excel spreadsheet transforming into Power BI dashboard

Transform Your Data

Turn Static Spreadsheets into Dynamic Dashboards

Power BI takes the best of Excel and elevates it into a modern business intelligence platform. With interactive dashboards, real-time insights, and secure cloud access, you can move beyond static spreadsheets and make smarter, data-driven decisions.

We have helped many organisations migrate from Excel to Power BI. Our team of Microsoft-certified consultants includes professionals in not only the Power Platforms, but also Excel and across the entire Microsoft suite.

Our Excel to Power BI Migration Services

Migrating from Excel to Power BI unlocks new opportunities for smarter reporting, better collaboration, and long-term scalability. Our consultants work with you step-by-step to ensure a smooth transition.

Data Assessment & Planning - We start by reviewing your current Excel spreadsheets, data sources, and reporting processes. This allows us to identify possible inefficiencies, uncover data quality issues, and create a tailored migration roadmap.

Data Transformation & Modelling - Excel data is often unstructured and difficult to manage at scale. We clean, transform, and model your data to ensure it's ready for Power BI, making it accurate, reliable, and future-proof.

Report & Dashboard Development - Our team designs interactive, visually engaging Power BI dashboards that provide deeper insights, transforming endless spreadsheet scrolling into manageable charts and interactive elements to share with your team and stakeholders.

Training & Handover - A successful migration means your team feels confident using Power BI. We provide hands-on training, documentation, and knowledge transfer so you can take ownership of your reporting environment.

Ongoing Support & Optimisation - As your business evolves, so will your reporting needs. We offer ongoing support, performance tuning, and advanced Power BI consulting services to keep your data working for you.

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Excel vs Power BI: What's the Difference?

Feature / CapabilityExcelPower BI
Data HandlingHandles smaller datasets effectively, but performance slows with large or complex files.Designed to process millions of rows from multiple sources without performance issues.
VisualisationsBasic charts and graphs that require manual setup.Advanced, interactive dashboards with drill-downs, filters, and modern visuals.
Real-Time UpdatesStatic reports — needs manual refresh or re-upload of data.Live connection to data sources with automatic refresh for up-to-date insights.
CollaborationSharing via email or shared drives, leading to version control issues.Cloud-based sharing with secure access - everyone sees the same version.
AutomationLimited automation with macros or manual processes.Powerful automation of data refreshes, workflows, and reporting.
Security & GovernanceFile-based security, limited central control.Enterprise-grade Microsoft security, role-based access, and audit trails.
ScalabilityBest for individual users or small teams.Scales seamlessly across teams, departments, and enterprise organisations.

Data Handling

Excel

Handles smaller datasets effectively, but performance slows with large or complex files.

Power BI

Designed to process millions of rows from multiple sources without performance issues.

Visualisations

Excel

Basic charts and graphs that require manual setup.

Power BI

Advanced, interactive dashboards with drill-downs, filters, and modern visuals.

Real-Time Updates

Excel

Static reports — needs manual refresh or re-upload of data.

Power BI

Live connection to data sources with automatic refresh for up-to-date insights.

Collaboration

Excel

Sharing via email or shared drives, leading to version control issues.

Power BI

Cloud-based sharing with secure access - everyone sees the same version.

Automation

Excel

Limited automation with macros or manual processes.

Power BI

Powerful automation of data refreshes, workflows, and reporting.

Security & Governance

Excel

File-based security, limited central control.

Power BI

Enterprise-grade Microsoft security, role-based access, and audit trails.

Scalability

Excel

Best for individual users or small teams.

Power BI

Scales seamlessly across teams, departments, and enterprise organisations.

Benefits of Migrating from Excel to Power BI

Moving from Excel to Power BI can be a game-changer for the way your business works with data. Here's what you gain when you make the switch...

Real-Time Insights - With Excel, reports are often static and quickly become outdated. Power BI connects directly to your data sources, providing live updates and automatic refreshes so your dashboards always reflect the latest information.

Interactive Dashboards & Visualisations - Power BI transforms your data into dynamic, interactive visuals that make it easier to spot trends, opportunities, and risks at a glance.

Scalable Beyond Excel's Limits - Excel is a powerful tool, but it struggles when handling large datasets or multiple users. Power BI is designed for scalability, capable of managing millions of rows of data without slowing you down.

Seamless Collaboration - Instead of emailing spreadsheets back and forth, Power BI allows teams to access shared dashboards securely in the cloud. Everyone sees the same data, reducing errors and improving collaboration across departments.

Stronger Data Governance & Security - With built-in Microsoft security features, Power BI ensures your business intelligence is both compliant and protected. You control who has access to your reports and data at every level.

Smarter Decision-Making - By migrating to Power BI, you empower decision-makers with timely, accurate, and easy-to-understand insights.

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Any Questions?

Our Experts
Await Your Call!

Contact us today to explore how Power Platform Experts can create a successful Platform experience for your business.

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Quote or
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Ongoing
support

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Remote access
or onsite

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Tailored
training

Experts across the entire Microsoft Suite

At Power Platform Experts, we understand that every business is different. Some teams still rely heavily on Excel, while others are keen to embrace the advanced capabilities of Power BI. As part of the Office Experts Group, we advise businesses in all aspects across the Microsoft suite and provide the most effective solutions to meet your needs.

Whether you need a full migration from Excel to Power BI, a hybrid setup that keeps Excel in the mix, or ongoing support to optimise your reporting, we provide a tailored approach that ensures you get the best possible results.

Our cross-platform expertise means we don't just move your data, we help you unlock its full potential. With 25 years of experience supporting Australian businesses, we'll ensure your reporting is faster, smarter, and ready for the future.

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Contact Us

Get in touch with our team for general inquiries and support. We're here to help with any questions you might have about our services.

Request a Quote

Need pricing for a specific project? Fill out our quote form and we'll provide you with a detailed estimate tailored to your needs.