How to Leverage Excel and Power BI for Data?

How to Leverage Excel and Power BI for Data?


Organizations have used Microsoft Excel for years. With the introduction of Power BI, data management has become easier. With Power Query, you can extract, transform, or load your data pipeline. You can access several data sources to create a Power BI or Excel factsheet. In this article at TechRepublic, Simon Bisson shares how to leverage Excel and Power BI for data.

Excel and Power BI Assembly

Since Power BI is a part of the Power Platform, you can better access Microsoft’s Dynamic 365 suite. You would be able to create your organization-specific data type with it. You can also share the data from the platform to Excel, but you must know how to do it.

Power Query can meander through complicated queries, but it is focused on visualization. If you choose the wrong axes or column, it will objectively display the incorrect data. Since you have experience in Excel, it would be much safer to sync with Power BI to show the results. Create your queries and formulas in Excel and Power BI will showcase the data on its dashboards and visual interface.

How It’s Done

Point a data table as the featured table in Power BI. Add a description, row tags, primary columns, which you can use as unique IDs. Once you use the platform as an original database, you can process the data early before transferring it to an Excel sheet for further analysis.

Today’s systems come with multiple data types that you can place in Excel with data from other databases. Based on these, you can generate insights and algorithms. Power BI information safety tools protect your organization from unintentional data breaches.  

Customizing Options

Power Query can parse extensive amounts of data fast. Once you avail of this added advantage in Excel, you can sift through arrays of information without much hindrance. Import the file in Excel, use the Power Query tool for import query. Choose the columns you want and press the “Create Data type” button. You can then customize the data type or add a column. For instance, a product data type with name, SKU, price, and more can be your initial data source. You have the expanded card to dive in for in-depth insights as well.

When you link the two analytics tools—Excel and Power BI, you have the most up-to-date information on your spreadsheet through the Power Query tool.

You should have tools that can integrate and sync to prevent duplication of work. To simplify working with data, ensure that you use standard data types for Excel and Power BI assignments.

To view the original article in full, visit the following link: https://www.techrepublic.com/article/excel-and-power-bi-this-is-how-you-can-use-both-tools-together-to-make-more-of-your-data/

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