The Clearly Podcast

Excel and Power BI - BFFs?


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If you’re after a clickbaity title - this is the one for you (our podcasts with “Excel” in the title generally get more downloads).

But, Excel and Power BI continue to be BFF’s for many of our users and as Microsoft develop more functionality that binds them together, that case will only get stronger.

We can get purist about data structures so when the term “Excel as a database” is seen or heard we can get a little sensitive. That said, we use Excel alongside Power BI in almost all of our projects so we wanted to talk best practices for doing so.

Some examples of Excel working beautifully alongside Excel are:

  • Excel reports from line of business applications in a SharePoint folder feeding a Power BI model
  • Proof of concepts. Quickly model and change data to make a concept work quickly
  • Quick and slightly dirty cleansing (recent example of a 20 year old business application where we didn’t want to mess with the database but needed to change a reporting structure)

So please forgive the clickbaity title but we believe, when deployed correctly, Excel and Power BI are BFFs.

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