Discovery & Planning
Review Excel files and Access databases, analyze reporting workflows, define migration strategy, and plan data model architecture.
Power BI migration converts Excel workbooks and Access databases into Power BI datasets, dashboards, and reports. This includes discovery and planning to review existing systems and define migration strategy, data extraction and transformation (ETL) to clean and restructure data, data model development and optimization with relationships and DAX measures, interactive dashboard development for modern reporting, automated data refresh configuration for real-time updates, and user enablement and adoption through training. Migration transforms outdated, manual reporting structures into efficient, automated dashboards.
Traditional Excel workbooks and legacy Access databases no longer support the volume, speed, or accuracy required for modern reporting. Power BI migration provides scalable data modeling that handles large datasets, real-time reporting capability with automated refreshes, secure and compliant data sharing, faster query performance (10x faster than Excel), centralized reporting across departments, and future-ready architecture that scales with growth. Businesses typically see 10x faster reporting and support 10-100+ concurrent users.
Finance teams migrate Excel financial models to Power BI for faster reporting. Operations managers migrate Access databases for real-time operational dashboards. Sales teams consolidate multiple Excel files into unified Power BI analytics. Growing companies need scalable solutions that handle increasing data volumes. Organizations require better data security and access controls. Teams need real-time collaboration and automated reporting.
Our approach goes beyond basic data transfer. We rebuild your reporting framework to deliver accurate, secure, and actionable Power BI analytics aligned with your operational objectives.
Extensive experience converting complex Excel models and Access databases into optimized Power BI datasets with validated relationships and logic.
We configure automated refresh schedules so decision-makers always work with the most up-to-date information without manual intervention.
Strict data governance, privacy controls, and secure handling ensure complete protection of sensitive business information during and after migration.
We develop tailored Power BI dashboards aligned with your KPIs to support faster, clearer, and more strategic reporting.
Systematic approach from discovery to deployment.
Review Excel files and Access databases, analyze reporting workflows, define migration strategy, and plan data model architecture.
Extract data from Excel and Access, standardize and clean data, restructure for Power BI, and validate data accuracy.
Design optimized Power BI models, create relationships and hierarchies, develop DAX measures, and optimize for performance.
Create interactive dashboards, build visualizations, implement interactive features, and design user experience.
Configure automated refreshes, test all functionality, verify data accuracy, optimize performance, and validate security.
Deploy Power BI solution, provide user training, create documentation, and establish ongoing support procedures.
Find answers to common questions about our services
Fill out our RFQ form with your project details and we'll respond with a detailed proposal and estimate within one hour.
Prefer to talk? Call us at +1 801 704 5604