Transform Excel report to Pro-Level Dashboards: Inforiver visual!!!

We have all worked with Excel reports which have a complex layout, with measures at different grain in the same report. How do we convert these reports to Power BI. I present a few options in this video and compare and contrast these options.

Each approach to transforming Excel reports into Power BI visuals offers unique advantages. The matrix visual is quick and straightforward to set up, making it ideal for simpler reports that don’t require multiple levels of aggregation. However, it’s limited in customization, especially for complex data hierarchies.

On the other hand, smart measures provide more control over data aggregation, allowing you to display metrics like ASP at the annual level while retaining monthly data for other metrics. Although effective, this method requires additional setup and knowledge of DAX.

Lastly, the Inforiver custom visual offers maximum flexibility with extensive formatting options and a highly customizable interface. While it does require a paid license, it’s a valuable option for reports that demand a professional look with advanced configuration and sorting capabilities. Each of these options can enhance your Power BI reporting, but choosing the right one depends on the level of detail and customization your project needs.