Overview:
This comparison-driven session helps participants decide when to use Excel, when to use Power BI, and when to use both together.
Rather than making a simplistic argument that one tool is better, the session examines use cases, strengths, limitations, governance needs, data volume, collaboration, refresh, and presentation expectations. Participants leave with a decision framework they can use immediately.
Why you should Attend:
Choosing the wrong tool for the reporting job creates rework, weak governance, slow analysis, and dashboards that nobody trusts.
Areas Covered in the Session:
- Excel strengths: ad hoc analysis, modeling, personal productivity, flexible calculations
- Power BI strengths: shared reports, reusable models, refresh, interactive visuals, governed distribution
- Decision criteria for tool selection: audience, frequency, data complexity, risk, and ownership
- How Power Query and data modeling change the reporting workflow
- Where Excel remains essential in a Power BI environment
- When to connect Excel to Power BI semantic models for controlled analysis
- A practical tool-selection checklist for business intelligence work
Who Will Benefit:
- Managers
- Analysts
- BI Leads
- Finance Professionals
- Project Managers
- Operations Leaders