Excel to Power BI Migration
Australia's Excel to Power BI migration specialists - replace manual spreadsheet reporting with automated, trusted dashboards your whole team can use.
BUILDING FOR AI? Take the SureLogic AI Data Readiness Audit
Reclaim Your Week: Australia's Excel to Power BI Specialists
Somewhere in your business, someone is spending every Monday copying data into the same spreadsheet, fixing the same broken links, and emailing the same report - again. Report Simple is Australia's specialist Excel to Power BI migration team. We consolidate your reporting workbooks into one clean, automated data model, rebuild the reports as live dashboards, and give your team their hours back - while keeping Excel doing what Excel does best. With 574 projects delivered for 190 Australian clients, we've retired more manual reporting packs than we can count.
Hours Back Every Week
Reports that took someone a day to assemble now build themselves overnight - our roadmap is ordered by hours saved, so the biggest wins land first.
One Version of the Truth
Dozens of linked workbooks collapse into a single governed data model, ending the email chains debating whose copy of the numbers is correct.
Numbers That Reconcile
Every migrated report is validated line-by-line against the original spreadsheet before sign-off, so trust carries over from day one.
Keep Using Excel
Your analysts connect pivot tables straight to the new data model - keeping the flexibility of Excel while losing the manual assembly and broken links.
Built for Busy Teams
Dashboards are designed for non-technical managers and accessible on any device, with training that turns your Excel power users into Power BI champions.
Our Excel to Power BI Migration Services
Excel Reporting Audit & Migration Roadmap
Start with the spreadsheets that cost you the most. We map your reporting workbooks - who builds them, how long they take, where the data comes from and who actually reads them - then build a migration roadmap ordered by hours saved. You see the full picture of what manual reporting truly costs your business each month, and exactly which reports to automate first for the fastest payback.
Spreadsheet Consolidation & Data Modelling
Replace fifty linked workbooks with one source of truth. The real problem with Excel reporting is rarely Excel - it's the dozens of disconnected copies of the same data, each slightly different. We consolidate your reporting data into a single, clean Power BI data model connected directly to your source systems, so every report draws from the same trusted numbers and the version-control chaos ends for good.
Automated Data Refresh
Kill the copy-paste forever. We connect Power BI directly to your accounting platform, ERP, CRM and databases with scheduled refreshes, so the data that used to be manually exported, pasted and reconciled now lands automatically - every morning, without anyone touching it. Month-end packs that took days assemble themselves overnight.
Dashboard & Report Rebuild
Turn static tabs into answers on demand. We rebuild your key spreadsheet reports as interactive Power BI dashboards - drillable, filterable and accessible from any device - designed so non-technical managers find what they need without asking an analyst. The weekly report stops being a document someone sends and becomes a screen anyone can open.
Excel and Power BI, Working Together
Keep the tool your team loves - minus the pain. Migration doesn't mean abandoning Excel: analysts can explore the new governed data model directly from Excel pivot tables, and ad-hoc analysis stays exactly where it belongs. What disappears is the manual assembly, the broken links and the arguments about whose version is right.
TURN SCATTERED DATA
INTO A SINGLE SOURCE OF TRUTH
190+ Australian organisations Choose Report Simple.
570+ Successful Projects
We bring deep architectural experience to every engagement, having engineered hundreds of secure, scalable data platforms and semantic models across Australian industries.
100% Australian Owned
We never farm your data assets out to offshore teams. Our team is entirely Australian-based, guaranteeing flawless communication, immediate timezone alignment, and strict data sovereignty.
Your Tenant, Your IP
We build directly inside your cloud environment so the infrastructure is entirely yours - including semantic models, custom code, and IP. You maintain absolute control and ownership without vendor lock-in.
Trusted by leading Australian organisations including Glencore, Domino's, Queensland Urban Utilities, TUH Health Fund and Surfing Australia.
TRUSTED BY
Our Proven Excel to Power BI Migration Process
Our senior specialists turn your manual spreadsheet reporting into automated dashboards - prioritised by the hours each report gives back to your team.
1
Reporting Audit & Hours-Saved Baseline
We catalogue your reporting workbooks and measure what each one really costs: hours spent assembling it, the systems it draws from, and the errors it produces. From this we build a fixed-fee migration roadmap ordered by payback - so the first dashboards we deliver are the ones that free up the most time, and the business case is measured before we begin.
Data Model & Pilot Dashboard
2
We connect your source systems, consolidate the spreadsheet logic into a clean Power BI data model, and rebuild your highest-cost report as a live pilot dashboard. Numbers are reconciled line-by-line against the existing spreadsheet, so the team that owns the report signs off knowing the new version matches the old one exactly - it just builds itself.
Automate, Train & Retire the Manual Packs
3
Remaining reports migrate in priority order with scheduled refreshes, workspace security and mobile access configured as standard. We train your team - including the Excel power users who become your Power BI champions - and the old manual packs are formally retired one by one. Most clients reclaim entire days per week within the first month.
LIVE DASHBOARD
Experience Governed Data
Hover, click, and interact to experience the calculation speed, logic precision, and executive clarity of a robust, expertly engineered semantic model.
Excel to Power BI Migration FAQs
When should a business move from Excel to Power BI?
The tipping point is when your team spends more time assembling reports than acting on them. Excel remains brilliant for ad-hoc analysis, but it was never designed to be a reporting system. The warning signs are consistent across the hundreds of businesses we've helped:
The Monday ritual: someone manually exports, pastes and formats the same report every week.
Version chaos: multiple copies of the truth circulating by email, each slightly different.
One-person risk: a single workbook only one employee understands - and dreads.
Breaking points: files too large to open, links that snap, formulas nobody dares touch.
If two or more of these sound familiar, migration pays for itself quickly - book a reporting audit and we'll measure exactly how quickly for your business.
How much does an Excel to Power BI migration cost?
Most Excel to Power BI migrations start between $5,000 and $15,000 for a focused reporting area, with broader multi-department migrations ranging from $15,000 to $40,000+. The cost driver is the number of source systems and the complexity of the spreadsheet logic being consolidated - not the number of reports, since many workbooks usually collapse into one data model. Because the roadmap is ordered by hours saved, the business case is concrete: a report that takes someone a day each week costs your business roughly a full working month every year, and that's before counting the cost of the errors manual assembly produces.
For a fixed quote based on your reports and systems, request a reporting audit.
How long does it take to migrate from Excel to Power BI?
Your first automated dashboard is typically live within 2 to 3 weeks, with most full migrations completing in 4 to 10 weeks. Typical shape:
Reporting audit (week 1): workbook inventory, hours-saved baseline and prioritised roadmap.
Pilot dashboard (weeks 2-3): your highest-cost report rebuilt, reconciled and signed off.
Remaining reports (weeks 4-10): migrated in priority order while the team is trained alongside.
Because reports migrate one at a time, the time savings start in week three - you don't wait until the end of the project to feel the difference.
Will we still be able to use Excel after moving to Power BI?
Absolutely - and your Excel will actually get better. Migration retires Excel as your reporting assembly line, not as your analysis tool. Your analysts connect Excel pivot tables directly to the new governed Power BI data model, which means they keep the flexibility they love while drawing on the same trusted, auto-refreshed numbers as every dashboard. What disappears is the painful part: the manual exports, the fragile linked workbooks and the hours of formatting.
For the analysis that genuinely belongs in spreadsheets, our Excel consulting team automates and hardens those workbooks too - the two platforms are at their best together.
Can Power BI connect to our accounting system and other software?
Yes - Power BI connects to hundreds of business systems, and replacing manual exports with direct connections is exactly where the time savings come from. We routinely connect Australian businesses' reporting to:
Accounting platforms: Xero, MYOB, QuickBooks and enterprise finance systems.
ERP and CRM systems: NetSuite, Dynamics 365, Salesforce and HubSpot.
Databases and files: SQL Server, cloud databases, SharePoint and - yes - the spreadsheets you keep.
Where a system has no direct connector, we build reliable automated pipelines instead - the goal is always the same: data that arrives by itself. Tell us what systems you run and we'll confirm the connection approach on the spot.
78% of new clients engage us for recurring data partnerships
Let’s make your first project a success story. Complete the form to request a strategy call, and we'll show you exactly how we can transform your data.
U11002/1328 Gold Coast Highway,
Palm Beach, QLD, 4221, Australia