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Switching from Power BI: what to export, what carries over, and how to run both

A practical guide to moving a team's questions off Power BI: what to export, how the data maps, what carries over, and running both side by side.

The short answerMoving a desk's questions off Power BI starts with the exports behind them, not the dashboards. From a report visual in the service, users can export summarised or underlying data to Excel .xlsx with a live connection (up to 500,000 rows), static .xlsx (up to 150,000 rows) or .csv (up to 30,000 rows); dashboard tiles export to .csv. Reports can also be exported to PowerPoint and PDF, and Analyze in Excel connects Excel to a published semantic model. Designers and admins can restrict or disable export. Take the source files your systems already produce, map their columns once, and run both side by side for a month so every figure can be checked against the one people know.

Teams move a desk off Power BI for ordinary reasons, and most keep it for other work. This guide is about the practical part: what to take out, what to bring, and how to check the new figures against the old ones.

Why teams move a desk's questions

  • Reliable results, including from Copilot, depend on a well-prepared semantic model, which takes Power Query and DAX skills to build and maintain.
  • Copilot needs organisational Fabric or Premium capacity in addition to per-user licences, which changes the cost picture for smaller teams.
  • Report authoring centres on a Windows desktop application, which suits some teams less well than a browser-only workflow.
  • Direct exports are capped (for example 30,000 rows to CSV), so teams moving large extracts regularly may plan around those limits.

What to export from Power BI

From a report visual in the service, users can export summarised or underlying data to Excel .xlsx with a live connection (up to 500,000 rows), static .xlsx (up to 150,000 rows) or .csv (up to 30,000 rows); dashboard tiles export to .csv. Reports can also be exported to PowerPoint and PDF, and Analyze in Excel connects Excel to a published semantic model. Designers and admins can restrict or disable export.

Exports of finished reports are useful for checking, but they are not what to move. The better source is the files underneath: the ledger, budget, sales or balance exports your systems produce before any analytics or planning tool touches them. Those are what Covirage reads.

What Covirage reads, by kind of desk

Desk Files
Cost and FP&A actuals, budget, forecast, headcount, timing and one-off items
Programme cost budget by workstream, actuals, purchase orders, forecast and change requests
Commercial sales by customer, product and month; market data, distribution and promotions if you have them
Bank income balances and interest by product and segment; fees and account openings
Markets income revenue by desk and client; market volumes and plan

Column names do not need to match. On the data map every column is matched once, by name, and the mapping is reused every month after.

What carries over, and what does not

Carries over Rebuilt
Your definitions: accounts, periods, hierarchies, thresholds Dashboard layouts and visuals
The questions people ask every month Custom calculations, as tested measures
The exports your systems produce Scheduled refreshes, as file delivery or a connection

Run both for a month

  1. Pick one recurring question, such as the monthly variance or the revenue bridge.
  2. Answer it in both tools from the same period.
  3. Reconcile every total. Our tools assert that each bridge sums to the change; differences show up as lines, not gaps.
  4. When the figures agree, move the next question.

A checklist

  • The source exports behind the reports people use
  • The hierarchy files: cost centres, regions, products, desks
  • The definitions people rely on, written down
  • One recurring question to run in both tools
  • An owner for each answer, so the list gets worked

More on Power BI alternatives, every source Covirage reads, and how to evaluate an analytics vendor.

Sources

Facts about other products were checked on 24 September 2026 from the pages below. Product names are trademarks of their owners; Covirage is not affiliated with them.

Questions people ask

Do I have to stop using Power BI?

No. Most teams move one desk's recurring questions first and keep Power BI for what it is built for. Running both for a month is the safest way to check the figures.

Do our dashboards carry over?

Not as dashboards. What carries over is the definitions: which accounts, which periods, which measures. They become the measures and the configuration we set up for you, and the answers are rebuilt from the source files.

How long does the move take?

For one desk with its exports in hand, set up is usually within a week. A custom configuration takes longer and is agreed with us first.