Excel and Power BI Techniques for Finance in the AI Era
There is a line in every finance team where Excel stops being the right tool and Power BI starts. Most teams find it by accident, usually on the third day of a close, when a workbook someone built two years ago finally refuses to open. AI moved that line. Not by much, and not where people expect. So this is what each one is now genuinely better at, where the handoff sits, and the four techniques worth learning in each. If you want the automation side on its own, Excel automation covers that, and variance analysis in Power BI covers the reporting side. This page is about choosing between them. Where the line really sits Excel holds 1,048,576 rows per sheet, which Microsoft publishes as…
