Asim Nath Dubey Oct 07, 2025

Power BI Vs Excel: Which One Should You Learn in 2026

Power BI vs Excel: Which one to learn? The answer depends on your career goals, data analysis needs, and where you see yourself in the evolving job market. Excel remains the most widely used tool for data management, reporting, and everyday analysis. Power BI offers advanced visualisation, automation, and BI dashboards that Excel cannot match. Understanding the difference between Power BI and Excel helps you to choose the right tool for your career and data needs.

Both Excel and Power BI were developed by Microsoft, and they are widely used across industries. However, they serve different purposes, especially when it comes to business intelligence, data Analytics, reporting, and visualisation.

Not sure whether to learn Power BI or Excel? This guide explains the key differences, their features, and future scope for making the right decision.

What is the Difference Between Excel and Power BI?

Do you have queries such as “Is Power BI better than Excel?”, “Should I switch from Excel to Power BI?”  To find the answers to all of these questions, you must first understand their differences.

What is MS Excel?

Microsoft Excel is a spreadsheet application developed by Microsoft, which is a part of the Office 365 package and the Office product suite. It was first released in 1985 and has become a key software in business and research.

Excel is a key spreadsheet tool that is used to arrange and analyse data. Whether it is small or large, we can simply manage it with functions, formulas and even macros (commands that automate repetitive tasks). 

Why is Microsoft Excel Important? 

MS Excel is a perfect tool for organising, analysing, and visualising large datasets. Here are some of the characteristics that make Excel an important platform for making data-driven decisions in business and finance;

  • Formulas and functions: Excel offers a wide range of functions and formulas. These can even combine multiple functions to perform complex, personalised calculations.
  • Data visualisation: The Excel software can present your data visually with just a few clicks. This makes it quick and easy to analyse data and present it in reports or dashboards.
  • Templates: The pre-designed templates in MS Excel can be used when creating a new Excel workbook. These make it easy to share your own version templates with others or use the templates created by others to make data analysis a simple process.
  • Data transformation: The Power Query tool in Excel allows you to import, clean, transform, and combine data from a variety of sources. You can organise confusing data transformations and then import that data into your spreadsheet.

What is Power BI?

Power BI is Microsoft's modern Business Intelligence (BI) tool to help you monitor Key Performance Indicators (KPIs) and extract insights from business data. This improves decision-making throughout the company. Power BI is used by developers, analysts, managers, and directors in different ways based on their roles.

There are three primary uses for Power BI:

  1. Power BI Desktop: A free desktop program for creating and designing reports

  2. Power BI Service: The online publishing tool for viewing and sharing dashboards and reports

  3. Power BI mobile apps: For on-the-go dashboard and report viewing.

Why is Power BI Important?

According to Gartner, Power BI is one of the top Business Intelligence (BI) tools. Power BI ranks highly because of its ease of use, strong visualisation features, AI capabilities, and real-time reporting. Here are some key features that make Power BI easy to use:

  • Artificial Intelligence (AI): Power BI has hands-on advanced Artificial Intelligence features. Q&A features of Power BI include clustering, time-series analysis, and Natural Language Processing.
  • Data Sources and Connections: Power BI supports a wide range of data sources and connections. These include direct interfaces with third-party apps and the ability to create custom connections.
  • Complex calculations with DAX: Power BI expands many of the well-known Data Analysis Expressions (DAX) formulas. These are formula languages used in Power BI to create custom calculations and metrics, enabling deeper data analytics.

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Power BI vs Excel Features Comparison (2026)

Before making your decision in Excel or Power BI, it is necessary to understand the features of each software. The table below highlights the features of Power BI and Excel.

Features MS Excel MS Power BI
Used for To organise, analyse, and visualise data in a spreadsheet. For tracking KPIs and generating insights from business data.
Target Users Beginners to experienced Easy to learn for Excel users
Automation & Refresh Manual updates, formulas Scheduled refresh, real-time data
Flexibility Flexible for creating customised reports and dashboards. Less flexible than Excel,
focused on automation and scalability.
Data Size Limit 1,048,576 rows and 16,384 columns Dataset limit of 1 GB (higher with Premium capacity - 100 GB - 400 GB)
Cloud-Based Features There is no direct cloud-based publishing service; sharing is done manually (via file). With a PRO license, Power BI Service provides for easy sharing.
Data Visualization Excel offers:
  • Static charts
  • Conditional formatting
  • PivotCharts
  • Good for quick reports
Power BI offers:
  • Custom visuals
  • Drill-through reports
  • Filters & slicers
  • Animated dashboards
  • Real-time analytics
Business Intelligence (BI) Excel is ideal for:
  • Small datasets
  • Ad hoc analysis
  • Manual reporting
  • Individual use
  • Financial spreadsheets
Power BI is ideal for:
  • Large-scale reporting
  • Real-time dashboards
  • Team collaboration
  • Data visualisation at scale
  • BI Strategy
Cost Excel costs $159.99 (Microsoft Word, PowerPoint, and Teams). Power BI costs $14–$24/user/month (Free & Enterprise plans available).
Data Security Limited data security features, Password protection for workbooks Access controls and role-based permissions, like secure sharing.
AI Features Limited AI Features AI features like clustering, time-series analysis, and NLP (Q&A feature).
Data Sources Local files, CSV, manual input Databases, APIs, Excel, Cloud
Reporting & Automation Excel provides:
  • Manual reporting
  • Email-based sharing
  • Version conflicts
  • No automated refresh
Power BI provides:
  • Cloud sharing via Power BI Service
  • Automatic refresh schedules
  • Role-based access
  • Mobile app dashboards

Power BI vs Excel: Similarities

Excel and Power BI also have important similarities in functionality and design.

  • Shared Design Elements: Both MS Excel & Power BI, developed by Microsoft, so they share similar design elements. The ribbon at the top of each contains core functionality.
  • Chart Customisation: Both applications have personalisation and formatting options for charts on the right-hand side.
  • Integration with Power Query: Power Query is used by Excel and Power BI to clean and transform data, improving their analytical and reporting capabilities.
  • Visualisation & Data Sources: Both can connect to common data sources like SQL Server and ODBC. They also support popular visualisation options like bar, line, and pie charts.
  • Templates: Both Excel and Power BI allow creating and sharing templates. Excel templates can be selected from the template screen when creating a new workbook.
  • Power BI Template Options: Power BI offers template apps (pre-built reports from third-party applications) and custom templates, accessible via ‘Get Data’ > Template Apps.

Power BI vs Excel: Which One Should You Learn in 2026?

To choose the right software, first understand what each one brings to the table. Excel is great for quick and personal data work, like calculations and simple charts. Power BI is better for bigger projects that need teamwork, interactive dashboards, and detailed reports. Let’s look at both MS software more closely to see which one suits your needs best.

Who Should Learn MS Excel?

Microsoft Excel is the most popular tool for organising data, conducting analysis, and boosting productivity across industries. It is best suited for:

  • Finance accountants, analysts, and auditors: Advanced Excel is used by experts for financial modelling, forecasting, reporting, and budgeting.
  • Data analysts: Excel includes built-in features like sorting, filtering, pivot tables, and charts to explore, summarise, and visualise data.
  • Management & Operations: Project, operations, and sales managers use Excel to effectively plan tasks, monitor spending, assess performance, and control inventory.
  • Administration & HR: Excel is used for payroll processing, attendance monitoring, and performance reporting for administrative and HR professionals.
  • Teachers: Excel is widely used by teachers to organise lesson planning, grading, and attendance.
  • Students: Students in business, finance, and data fields commonly use Excel for coursework and projects.
  • Small to Medium Business Owners: Small business owners use Excel to make more informed decisions based on data without incurring significant IT expenses.

Who Should Learn MS Power BI

Microsoft Power BI is a unified platform for self-service and business intelligence. It is primarily used by:

  • Business Analysts, Data Analysts, and Data Scientists: These professionals use Power BI to identify trends, monitor key performance indicators (KPIs), and create informative dashboards.
  • Management & Executives: Sales and operations managers track customer behaviour, sales performance, and efficiency in real time with Power BI dashboards.
  • Professionals in Any Industry: Power BI is extensively utilised in manufacturing, retail, healthcare, and finance. Learning Power BI and obtaining certifications like PL-300 gives students a competitive edge.
  • Technical & IT Specialists: Power BI is used by managers and app developers to improve system integration.
  • Medium to large organisations: Organisations use Power BI to make data-driven decisions, track key performance indicators (KPIs), monitor business trends, and improve operational efficiency across departments like Finance, Sales, and HR.

Career Demand in 2026: Power BI vs Excel

Power BI and Excel offer excellent career opportunities, but Power BI's demand is rising faster due to increased adoption across industries like technology, healthcare, and e-commerce.

Today, top organisations like WALMART, ABB, Saudi Aramco, AMD, Coca-Cola, and even SpaceX rely on Microsoft Power BI to power their business intelligence and data analytics. According to Microsoft, over 95% of Fortune 500 companies reportedly use Power BI as part of their data strategy.

Meanwhile, Microsoft Excel, another powerhouse from Microsoft, continues to dominate among micro, small, and medium-sized businesses. Its versatility, familiarity, and powerful data features make it the go-to tool for everyday reporting, analysis, and quick insights.

Clearly, both Excel and Power BI skills are extremely valuable for jobs and career growth across industries in 2026, making professionals with these abilities highly sought after by employers.

Keep in Mind:

  • Learning or improving Excel and Power BI increases employability and chances for promotion in data, business, and analyst roles.
  • Power BI professionals make a salary between between $60K and $160K, depending on seniority and skills. While an Excel professional makes around $82,640 per year.
  • Businesses expect candidates to handle data analysis, reporting, and decision support using these platforms, Excel for everyday tasks, and Power BI for deeper insights and analytics.
  • Competence in both tools can open doors to entry-level, mid-level, and senior positions across fields like finance, administration, tech, marketing, and management.
 

All Together

Choosing from Power BI/MS Excel is not about replacing one with the other; it’s about choosing the right tool for your career goals. Excel builds your foundation, while Power BI helps you scale into advanced analytics.

The need for qualified analysts is still increasing. So, gaining proficiency in Excel, Power BI, or both can lead to improved job roles, increased pay, and career advancement. Your goals will ultimately determine which option is best for you, but mastering both will prepare your career for the future.

FAQs: Power BI vs Excel

1. Is Power BI harder to learn than Excel?

Power BI is not easy to learn for a beginner, but if you already know Excel, you’ll find many concepts familiar.

2. Can Power BI completely replace Excel?

No. Excel is still essential for detailed calculations, modelling, and ad hoc analysis, while Power BI excels at dashboards and automation.

3. Which has better career opportunities in 2026: Excel or Power BI?

Power BI is more in demand for analytics and BI roles, but Excel remains indispensable in finance, HR, and administration.

4. Do I need to know Excel before learning Power BI?

It’s not mandatory, but having a solid grasp of Excel makes transitioning to Power BI much easier.

5. What are the reasons why you should do data analytics with a Power BI?

Power BI automates data refresh, integrates with cloud platforms, and provides real-time dashboards, making it ideal for modern analytics needs.

Do You Aspire to Work in Advanced Excel?

Join Edoxi Advanced Excel Training to learn the best practices!

 

Asim Nath is an Accounting and Microsoft Office trainer at Edoxi Training Institute. He has over 13 years of training experience and has successfully trained more than 3000 professionals in Accounting and Microsoft Office applications. Asim’s specialisations include Financial Accounting, Tally, Zoho and Quickbooks. His background in financial accounting adds valuable insights to business presentation training.

Asim is an expert in MS Office, including PowerPoint, Excel, and Power BI, positioning him as a well-rounded specialist in the Microsoft Suite. Asim employs a practical, business-focused teaching methodology. His one-to-one training approach ensures each student receives personalized attention. He emphasizes real-world applications, helping professionals create impactful business presentations.

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