How Do We Switch from Excel to Power BI?

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While Excel is an important part of the Microsoft ecosystem, it also has serious limitations for more advanced use cases. From accidentally deleted formulas that are impossible to track down to automatic but inaccurate number formatting, there are countless Excel data management horror stories.

If you feel stuck in Excel hell, transitioning from Excel to Power BI will help you get your reports under control and create a more compelling and holistic view of your data.

Making this switch from Excel to Power BI can be a large organizational shift, though, with many moving parts to consider.

Keep reading to discover how to select the right tool for your needs, and what steps you need to take to make a smooth and successful transition.

What To Consider When Transitioning to Power BI

It’s important to note that Excel will never die—it’s likely that you’ll still use the program in some capacity throughout your organization. So, it’s important to identify which specific data processes you want to shift away from when moving from Excel to Power BI.

Time & Savings

Tedious and time-consuming tasks are great candidates to shift from Excel to Power BI.

Business intelligence tools like Power BI automate laborious processes that can consume hours of your team's time, liberating valuable resources for higher-value endeavors.

This time savings translates into cost savings as well. If you have 100 people in your organization, the cost savings of using a BI platform is upwards of $570,000 due to the elimination of manual data processes.

Data Insights

It is important to look for a tool that not only helps you manage your data but provides helpful insights. Analytics and data visualization tools give you a closer look at your data to help you make informed business decisions faster.

While Excel compiles reports, you’re only getting a look from that single source. Shifting from Excel to Power BI gives you a more holistic view, pulling data from multiple sources.

In addition to more advanced insights, better data visualization makes it simpler to interpret your data.

When your data is stuck in Excel, you’re at the mercy of manually created relatively simplistic reports. With a BI tool, data reporting is more advanced and visually compelling. You’re able to get a clear snapshot of your data, empowering your team to make interpretations faster.

Data Collection

Finally, it’s important to make sure you have the right processes in place before making the switch from Excel to Power BI or a similar BI tool.

Without an efficient way to collect and enter data internally, even the most advanced tool might not help you. Additionally, you’ll need to make sure your BI tool integrates with your existing systems to facilitate company-wide adoption.

Top BI Tools on The Market

Power BI

Power BI is arguably the best business intelligence tool on the market, and we recommend it to all our clients here at Collectiv. It’s part of the Microsoft ecosystem, so it integrates seamlessly with any other Microsoft products your organization uses.

With Power BI, you have advanced data modeling capabilities, where users create multiple models and reports from a single data set. New visualization options are constantly added, so users can create aesthetically appealing reports that are easy to interpret.

Alternative BI Tools

While Power BI is the top choice here at Collectiv, there are many other business intelligence tools on the market as well. It’s important to conduct detailed research to determine which BI tool will best integrate with your business before making the transition from Excel to Power BI or any other BI tool.

Other leading BI tools include Tableau, Qlik, and Domo. While none of these platforms are as comprehensive as Power BI, they do offer a BI alternative outside of the Microsoft system.

Tableau is one of the oldest BI tools and focuses on visualizations rather than data management. Qlik and Domo offer a wider range of features but don’t offer the customer support and integration that Power BI does.

Ready to Make Power BI Your Go-To BI Tool?

If you’re ready to make the leap from Excel to Power BI for your advanced data needs, Collectiv is here to help.

Our team of expert consultants not only helps you transition your systems to Power BI, but we also help you adjust your internal processes and develop long-term data analytics strategies.

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