Excel-to-BI transition planning
What moves, what stays, in what order, and what it costs to maintain afterwards.
Australia · Sydney · Power BI & BI
BI starts to pay off for Australian clients running many concurrent projects or sites. For a handful of jobs, a well-built consolidation costs far less to maintain and we will say so.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
ShaktiA 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.
A typical job here
Typically 15–28 hours. Unusual cases land outside that, and we say so in the estimate rather than discovering it halfway through.
| Assess BI readiness and model multi-project or multi-site data | 15–28 hours |
|---|
Why Sydney specifically
Clients for this are typically in the Sydney CBD, Parramatta, Macquarie Park and North Sydney, across financial services and superannuation, construction and infrastructure, professional services, retail and franchising, and NDIS and aged care providers. Project cost reporting, franchise roll-ups and compliance claims that must reconcile.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the Sydney guide covers it properly rather than repeating it on every service page.
15–28 hours is typical here. You get a number in writing before we start.
Unlocked files, documentation, recorded handover.
Full guide
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in SydneyScope
Two of the things this covers most often for Sydney clients. The power bi & bi page sets out the full scope and method.
What moves, what stays, in what order, and what it costs to maintain afterwards.
For teams already in Google Workspace, connected to Sheets, BigQuery or your ad platforms.
The data model is where BI projects succeed or fail. Visuals are the easy part.
Against agreed definitions, with the measure logic documented.
Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.
Questions
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseWherever you choose — we work in your tenancy rather than holding copies. If you have data residency requirements under the Australian Privacy Principles, raise them at the start and we will structure around them or tell you it is not a fit.
We work with SQL, Python and BigQuery for extraction and transformation. For substantial pipeline engineering we will be clear about the boundary between what we do and what needs a dedicated data engineer.
Wherever you choose. We work in your SharePoint, Google Drive or Dropbox rather than holding copies, and for sensitive engagements we work from anonymised data. If you have data residency requirements under Australian Privacy Principles, tell us at the start and we will structure the engagement around them or tell you it is not a fit.
Related
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Start with the problem
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
A short introduction to our Excel and spreadsheet work.
The short introductory video shows spreadsheet tables and dashboards, a person working on a laptop, and a message inviting viewers to post their project.