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Excel to Power BI

Turn Excel reporting into Power BI dashboards you can trust

Working alongside your finance and operations teams, we connect the Excel processes you already run to automated Power BI dashboards, so month-end reporting stops being a five-day scramble.

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  • Microsoft Partner
  • Microsoft-certified consultants
  • 4-6 week delivery
Why teams make the switch

Excel gets you started, it should not slow you down

Spreadsheets are fine until the business outgrows them. Power BI keeps the logic your team already trusts and adds automation on top.

Dashboards that update themselves

Your KPIs refresh on a schedule you set, instead of waiting for someone to rebuild a spreadsheet. Sales, finance and operations work from the same numbers.

One view instead of many spreadsheets

Power BI connects to your ERP, CRM and accounting systems directly, so your team stops reconciling exports from different tools by hand.

Alerts before problems become surprises

Set thresholds on the metrics that matter and get notified when something moves, instead of finding out at month-end.

What is included

From Excel chaos to Power BI confidence

We do not throw away your spreadsheets. We connect them to something that scales with your business.

Dashboards built around your KPIs

Tailored to the metrics your team already tracks, not a generic template.

Data source integration

We connect your ERP, CRM and accounting systems so Power BI pulls data automatically.

Your Excel models, enhanced

Existing spreadsheet logic feeds the new dashboards instead of being discarded.

Team training included

Your team learns to use and maintain the dashboards we build, not just view them.

How it works

A structured path from Excel to Power BI

Delivered as a Turnkey Analytics engagement: fixed scope, a defined timeline, and a working outcome at the end.

  1. Discovery assessment

    Week 1

    We map your current Excel reporting process, pain points and data sources, then agree the scope before build begins.

  2. Data source integration

    Weeks 2-3

    Connect your ERP, CRM and accounting systems, replacing manual exports with automated feeds.

  3. Dashboard development

    Weeks 3-5

    Build the Power BI dashboards and reports your team will actually use, with real-time refresh.

  4. Training and handover

    Weeks 4-6

    Your team learns to use, adapt and extend what we built, so you are not dependent on us to change a report.

Recent result

A recent client reduced their month-end reporting from 5 days to 4 hours using automated Power BI dashboards. Their finance team now spends 80% more time on strategic analysis instead of manual data compilation.

Technology

Built on Microsoft

We implement on the platforms your organisation already trusts.

Microsoft Fabric Power BI Azure Azure Databricks Microsoft Copilot SQL Server
Microsoft Partner Network · Microsoft certified specialists
FAQ

Common questions about the Excel to Power BI transformation

What finance and operations teams ask before moving off manual spreadsheets.

How long does the transformation take?

Most Excel-to-Power-BI engagements run 4-6 weeks from discovery to handover. Complexity in your data sources can extend that window; we scope honestly upfront so you know what drives the timeline.

Do we have to give up Excel?

No. We connect your existing Excel models and processes to Power BI instead of replacing them, so your team keeps familiar workflows while gaining automated refresh and real-time dashboards.

What data sources can Power BI connect to?

Power BI connects to ERPs, CRMs, accounting systems, databases and web APIs. We assess your specific sources during discovery and confirm what is feasible before the build starts.

Will our team need extensive training?

Training is part of the engagement. Users already familiar with Excel typically find Power BI intuitive, and we make sure your team can maintain what we build after handover.

What does the free assessment include?

A discovery conversation about your current reporting process and pain points, followed by a short report with a realistic scope and timeline. You keep the assessment even if you do not proceed.

Is this the same as your Turnkey Analytics delivery?

Yes. Excel to Power BI is a Turnkey Analytics engagement scoped to this specific starting point. If your needs are broader than reporting, we can widen the scope during discovery.

Ready to move on from Excel?

Let's turn your spreadsheets into dashboards you can trust

Our free assessment includes a discovery conversation and a realistic scope, even if you do not proceed.

Get your custom Power BI assessment