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6.2 Integrating Sheets with BI Tools

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Module 6: Collaboration & Enterprise – Expanded » 6.2 Integrating Sheets with BI Tools

Text Content

When to Upgrade from Spreadsheets

Scenario Spreadsheet Solution BI Tool Solution
Data Volume <1M rows Power BI/Tableau
Refresh Needs Manual Automated pipelines
User Count <10 editors Enterprise-wide dashboards

Power BI Hybrid Approach

excel
1. Build model in Excel Power Pivot  
2. Publish to Power BI Service  
3. Schedule hourly refreshes

Corporate Case:

  • Walmart's inventory forecasting system (Excel → Power BI)

Google Sheets + Looker Studio

  • Live dashboards pulling from:

    • BigQuery datasets

    • CRM integrations (Salesforce/HubSpot)

Assignment:

  • Connect live market data API to Sheets → visualize in Looker Studio

Added on July 08, 2025
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Module Contents
Course Navigation
Course Overview Module 1: Foundations of Spreadsheet Mastery – Expanded Module 2: Advanced Formulas & Functions – Expanded Module 3: Data Visualization & Business Intelligence – Expanded Module 4: Automation & Efficiency – Expanded Module 5: Financial Modeling – Expanded Module 6: Collaboration & Enterprise – Expanded Capstone Module: Real-World Mastery Projects
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