The Clearly Podcast

Migrate from Excel to Power BI


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In this episode, we discuss our experiences of helping customers to migrate from Excel to Power BI.

We talk frequently about how much Excel we see being used for data storage, manipulation and visualization when we start working with new clients. Furthermore, we talk extensively about the risks of proliferation of those spreadsheets, especially when they're replicated and changed by multiple users within the organization.

So how do you move your users from Excel to Power BI? It's not as simple as merely moving the spreadsheets into Power BI models, the trick is stopping users dependency on Excel as a business tool, moving them to use structured business systems linked to Power BI where they can get a universally understood source of the truth.

When doing this it's essential to understand your users motivations and dependancies on Excel so you can provide better solutions to their reporting and data needs. We work with the contention that most users don't want to be Excel formula experts so they're more satisfied when you give them better alternatives.

You can download Power BI Desktop from here.

If you already use Power BI, or are considering it, we strongly recommend you join your local Power BI user group here.

To find out more about our services and the help we can offer, contact us at one of the websites below:
UK and Europe: https://www.clearlycloudy.co.uk/
North America: https://www.clearlysolutions.net/

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The Clearly PodcastBy Clearly Podcasting

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