Spreadsheet to BI

Moving from spreadsheet-based reporting to a BI platform like Power BI is one of the highest-leverage infrastructure investments a mid-market organization can make — and one of the most commonly mishandled. This post walks through the migration framework that avoids the usual failures: auditing the spreadsheet estate, selecting the right first cohort, preserving business logic in the data model, and running a parallel period that builds real trust before cutover.