From the course: Microsoft Excel to Power BI

Unlock this course with a free trial

Join today to access over 25,300 courses taught by industry experts.

Avoid common pitfalls

Avoid common pitfalls

From the course: Microsoft Excel to Power BI

Start my 1-month free trial Buy for my team

Avoid common pitfalls

“

Switching between Excel and Power BI feels easy at first. But here's the problem: if you don't monitor carefully, you can end up with out-of-sync data, broken links, or results that don't add up. In this lesson, I'll share the most common pitfalls people face when moving between Excel and Power BI, along with best practices to keep your analysis smooth, accurate, and consistent. The first pitfall is data accuracy and making sure everything is up-to-date. In Excel, refreshing data often means reloading or pulling from the source file. In Power BI, refreshes can involve scheduled updates in the cloud, linked queries, or live data from multiple systems. Leadership sees one version while you're looking at another. Always confirm your refresh settings in Power BI and track how often the source Excel file is updated. Treat refresh as a process, not just a button. Another pitfall is assuming formulas work the same in both tools. They don't. Excel formulas are cell-based, while Power BI…

Contents