A workbook and rule inventory
Identify source files, formulas, Power Query steps, models, manual overrides, macros, hidden sheets, consumers, and approvals. Decide which behavior to reproduce, redesign, or leave in Excel.
BI & analytics
Excel to Power BI migration
Move recurring Excel reports into a maintainable Power BI model. We preserve the calculations that matter, reconcile the outputs, connect approved sources, and plan refresh, access, and handoff before replacing the spreadsheet process.
The problem
Move the reporting process, not just the spreadsheet data.
Common signals
When this work becomes useful
- Monthly reporting depends on copied files and manual consolidation
- Different workbook versions produce different totals
- The person who knows the formulas has become a reporting bottleneck
- You need shared, refreshed reporting but must preserve exceptions and review controls
Concrete output
What the engagement can produce
A connected reporting model
Design facts, dimensions, dates, and measures around the business questions. Connect approved systems where feasible instead of recreating every workbook as an isolated dataset.
A reconciliation record
Compare agreed periods, entities, filters, and exception cases against accepted outputs. Explain discrepancies and secure owner approval for intentional corrections.
A controlled cutover
Test refresh, permissions, distribution, and failure handling. Run the agreed parallel checks, train owners, and retain a recovery path before retiring the old reporting routine.
Scope variants
Shape the engagement around the need
One recurring report
Migrate a defined reporting package with its source path, business rules, model, and release checks.
Shared reporting across teams
Consolidate repeated workbooks around common definitions while retaining legitimate differences by entity, location, or review process.
A mixed Excel and Power BI setup
Keep Excel where it serves data entry, planning, or one-off analysis. Use Power BI for governed reporting rather than forcing every spreadsheet task into a dashboard.
Delivery approach
From current state to clear ownership
Inventory
Observe how the reports are produced, including the manual decisions that do not appear in a formula.
Model
Agree definitions and source authority, then build a reusable model and the required reporting views.
Reconcile
Test totals and detail across representative periods and exceptions. Document intentional differences instead of silently changing the numbers.
Release
Verify the published environment, train owners, and retire the old process only after agreed acceptance checks.
Technical context
Platforms and disciplines
- Excel
- Power BI
- Power Query
- Power Pivot
- DAX
- SQL
- Approved source APIs
- Scheduled refresh
What we need to begin
- Representative workbooks and approved historical outputs
- Access to someone who understands formulas, adjustments, and exceptions
- Permission to connect source systems and confirm security requirements
- A named owner for reconciliation, release approval, and ongoing maintenance
Engagement fit
Clear boundaries make better projects.
Often a good fit
- Finance and operations teams rebuilding regular spreadsheet reports
- Organizations consolidating location or entity reporting
- Teams needing a shared model rather than more workbook copies
Probably not the right fit
- A promise to convert every macro, formula, or workbook interaction automatically
- Replacing Excel data entry with a read-only dashboard
- A migration without accepted figures or someone able to explain the exceptions
Anonymized proof
Our finance and healthcare records describe source reconciliation and shared reporting definitions. They support the method shown here, but do not establish a migration timeline or outcome for an unreviewed workbook estate.Explore representative work
Questions
What teams often ask first
Will every Excel formula or macro transfer automatically?
No. Importing supported workbook data or models is only part of a migration. Worksheet formulas, macros, manual overrides, and interactive processes need explicit review and may require redesign or a separate tool.
How do you make sure the numbers still match?
We agree reference outputs and comparison cases with the report owner, then test totals and detail by period, entity, filters, and important exceptions. Differences are investigated and documented before acceptance.
Do we have to stop using Excel?
No. Excel can remain appropriate for planning, inputs, and exploratory analysis. The goal is to improve recurring reporting and shared definitions, not remove a tool that still does its job.
What affects migration cost and timing?
Workbook count alone is not enough. Source access, undocumented rules, macros, reconciliation complexity, permissions, and availability of the people who approve the figures all affect scope.
Who owns the model after release?
Your team receives the model, agreed reporting artifacts, definition and reconciliation notes, refresh instructions, and an ownership handoff. Additional support is a separate agreement.
Compare scope, prerequisites, investment guidance, and ownership before deciding.
The packaged engagements and delivery models make the commercial boundary visible without forcing every project into the same shape.