Excel to Power BI Migration Services
Branchnode Technology moves the reports your team rebuilds in Excel every week into Power BI: a proper data model, connected to your real sources, that refreshes itself and stays accurate. You keep the information you rely on and lose the manual work, the version chaos, and the copy-paste errors. We are Houston-based and work with companies across the US and worldwide.
Tell us about the Excel reports you want to migrate and we will respond within 24 hours.
From Manual Excel to a Self-Refreshing Model
Most Excel reporting breaks the same way: someone exports data, pastes it into a template, fixes the formulas, and emails a file that is already out of date by lunch. We rebuild that report as a Power BI model connected directly to your sources, so it refreshes on a schedule and is correct every morning with no one touching it.
We Keep the Logic, We Remove the Manual Work
Your spreadsheets encode years of business logic: the calculations, the categorizations, the exceptions everyone knows but nobody wrote down. We translate that logic into a clean Power BI data model and DAX measures, so you keep every number you trust and drop the fragile manual steps that used to produce it.
Data Modeling & DAX Done Right
A pile of Excel tabs is not a data model. We design a proper star schema behind the report, write DAX measures precisely, and document them, so the report is fast, accurate, and easy to extend, instead of a black box only one person on your team understands.
Automated Refresh & a Single Source of Truth
We connect Power BI to your real sources (SQL, Excel and SharePoint, accounting, CRM, and APIs) and configure scheduled refresh through the gateway. Everyone sees the same current numbers instead of five different versions of last week's spreadsheet floating around in email.
Handling the Messy Reality of Spreadsheets
Merged cells, inconsistent formats, manual overrides, and the one tab nobody fully understands: we have migrated reports like yours before. We clean and reshape the data with Power Query so the migration is faithful to what you actually report, not just to what the spreadsheet happens to look like.
Houston and Beyond
We are based in Houston and can meet on-site across the Greater Houston Area for discovery and training, including The Woodlands, Katy, Sugar Land, and Spring. We run the build remotely on a clear schedule for clients across the US and worldwide.
What You Get
- Audit of your current Excel reports and data sources
- Power BI data model (star schema) with documentation
- DAX measures that match your existing calculations
- Source connections and scheduled refresh (gateway)
- Power Query cleanup of messy source data
- Row-level security where it is needed
- Validation against your current numbers, training, and handoff
Technologies
Related
Power BI Dashboard Development →
Our full Power BI service: modeling, DAX, refresh, and handoff.
Power BI Consulting (Houston) →
Local Power BI consulting with on-site meetings available.
Analytics & Reporting →
BI strategy, KPI frameworks, and reporting beyond Power BI.
Power BI Dashboard Examples →
Real dashboards we built, with live data and automated refresh.
Excel to Power BI Migration: FAQ
How long does an Excel to Power BI migration take?
Will the Power BI report match our current Excel numbers?
Where will Power BI pull data from instead of Excel?
Do we have to stop using Excel completely?
How much does an Excel to Power BI migration cost?
Can you also move us to Microsoft Fabric?
Ready to Build Something Great?
Tell us about your project and we'll get back to you within 24 hours.
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