Knowledge Bank · Data & Analytics

Power BI vs Excel: When to Use Which

By Karthick Selvam · Published

Excel and Power BI overlap but serve different purposes.

Excel

Flexible for ad-hoc analysis, modelling, what-if scenarios and small datasets.

Power BI

Designed for interactive, shareable reports on larger data with scheduled refresh and security.

Shared technology

Both use Power Query, and Excel's Data Model uses the same engine as Power BI, so skills transfer.

Rule of thumb

Use Excel for personal analysis and calculations; use Power BI for recurring reports shared with many people.

Frequently asked questions

Will Power BI replace Excel?

No. Most teams use both.

Related programmes

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