Excel-to-BI transition planning
What moves, what stays, in what order, and what it costs to maintain afterwards.
United Kingdom · London · Power BI & BI
Hire a Power BI consultant in London.
Most London firms we work with already have Power BI through their Microsoft agreement, so the question is what belongs in it. Our answer is standardised recurring reporting, with anything requiring judgement staying in Excel.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
Shakti
Meet the specialists behind your project.
A remote team of Excel and spreadsheet specialists. You work directly with the person building your file, from the first question to the final handover. More about us.
- FreeScoping & estimate
- 24hTypical reply
- 100%Files & IP yours
A typical job here
Build a Power BI model for standardised recurring reporting.
Most of these run 18–32 hours. The estimate is written down before anything starts, and exceeding it needs your agreement rather than an invoice note.
| Build a Power BI model for standardised recurring reporting | 18–32 hours |
|---|
SERVICE AREALondon, England
TYPICAL HOURS18–32 hours
ESTIMATE TURNAROUNDWithin one working day
Why London specifically
Where this work comes from.
Clients for this are typically in the City, Canary Wharf, Shoreditch and the Thames Valley corridor, across financial services and fintech, insurance and Lloyd's market firms, professional services, property investment, and the UK arms of international groups. FCA-adjacent reporting, group consolidations and models built for a reviewer.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the London guide covers it properly rather than repeating it on every service page.
01
02
Estimate first
18–32 hours is typical here. You get a number in writing before we start.
Then the work
Unlocked files, documentation, recorded handover.
Full guide
Everything we do in London.
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in LondonScope
What a power bi consultant does for you.
Two of the things this covers most often for London clients. The power bi & bi page sets out the full scope and method.
DAX that others can read
Measures written and commented so the next person can modify them without reverse-engineering.
- 01
Model the data
The data model is where BI projects succeed or fail. Visuals are the easy part.
- 02
Assess honestly
Volume, refresh frequency, audience size and who maintains it. Sometimes the answer is that Excel is fine.
Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.
Questions
Power BI consultant in London — questions.
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseWe have Power BI licences already. Should everything move?
No. Scenario work, one-off adjustments and anything a reviewer needs to interrogate directly belong in a spreadsheet. Moving those into BI usually produces a worse process that costs more to maintain.
Should we move off Excel entirely?
Almost never entirely. Excel remains the best tool for scenario work, ad-hoc analysis and anything a human needs to interrogate directly. The realistic outcome is BI for standardised recurring reporting and Excel for everything requiring judgement.
How do you handle UK GDPR if you are processing our data?
The cleanest answer is usually that we do not process personal data at all — most of this work can be done on anonymised or synthetic datasets that preserve structure without real records. Where personal data is genuinely necessary, we work under a written data processing agreement covering international transfer, and you should have your DPO review it. We will not wave this away as a formality.
Related
Other specialists for London.
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Power BI consultant in other cities.
Start with the problem
Need a power bi consultant in London?
Send the workbook or describe the problem. An hours estimate back within a day, at no cost and no obligation.
Post your projectA short introduction
See how we work before you get in touch.
A short introduction to our Excel and spreadsheet work.
What this video shows
The short introductory video shows spreadsheet tables and dashboards, a person working on a laptop, and a message inviting viewers to post their project.