Power BI Migration Plan From Excel Reports
Move recurring Excel reports into a managed Power BI report.
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Plan the migration of Excel reports to Power BI. Current reports and who uses them: [CURRENT_REPORTS]. Data sources and manual steps: [SOURCES_AND_STEPS]. Formulas and logic that must be preserved: [LOGIC]. Skills in the team: [SKILLS]. Parallel-run cycles: [CYCLES]. Steps: inventory and rank reports by value and effort; extract the business rules from the formulas into a written specification; design the model; rebuild one report as a pilot; run old and new in parallel for the agreed cycles and reconcile every figure; train users (a 60-minute outline); retire the Excel files. Do not switch off an Excel report before the numbers reconcile for the agreed cycles. Reconciliation table with Measure, Excel value, Power BI value, Difference and Explanation. Timeline in weeks with arithmetic. Risks: hidden manual adjustments, logic in people's heads, formats users expect, and sharing and licensing needs [VERIFY]. Add a communication plan and a rollback plan. Keep the plan to the first three reports and say which to migrate first and why. List the questions to ask each report owner about hidden manual steps before any rebuilding starts.
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