Reports are rebuilt by hand every month
If staff collect files, copy data and check formulas each month, the process may be ready for automation. Power BI can connect sources to a shared model and refresh reports on an agreed schedule.
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- Power BI or Excel: when is it time to switch?
Power BI or Excel: when is it time to switch?
Excel is still useful for individual analysis and smaller tables. Power BI becomes worth considering when reporting spans several sources, branches or recurring manual tasks.
Teams define the same metric differently
Sales, finance and operations may calculate a metric in different ways. A shared model makes the definitions explicit and gives each team the same basis for comparison.
You need to compare multiple branches or teams
Manual reconciliation becomes harder as the number of stores, products and departments grows. A shared model makes comparisons consistent.
Managers need a current view
A Power BI report can be viewed on a computer or phone, subject to permissions and refresh settings. The actual update frequency depends on the source systems and configuration.
You need more than a total
When the questions involve causes, seasonality, customer behaviour or future demand, a data model and additional analytical methods may be useful. They extend analysis; they do not replace every spreadsheet.
Start with the business question.
Tell us what you need to measure and where the data lives. We will review the request and outline a practical next step.