Excel is perfect for calculations, ad-hoc analysis and day-to-day reporting. Power BI is built for interactive dashboards, large data sets and sharing insights across an organisation.
A simple rule of thumb
- Choose Excel when one person works with a manageable data set and needs flexible calculations.
- Choose Power BI when data comes from many sources, refreshes often, and many people need to see the same dashboard.
Most teams benefit from both: strong Excel foundations first, then PL-300 Power BI Data Analyst training to move reporting to the next level.
