How I used Copilot to bring my Excel → Power BI metaphor to life
I’ve been working on a way to explain the relationship between Excel, Power Query, and Power BI that actually clicks for people.
Copilot helped me turn that metaphor into visuals that finally capture the idea:
Excel designs. Power BI reveals. Better together.™
Here’s the model behind it:
- Excel → investigative layer (where discovery happens)
- Power Query → transformation layer (where the raw becomes refined)
- Power BI → intelligence layer (where everything connects and reveals the bigger picture)
I drafted the concept, Copilot helped me refine the language, and then we collaborated on the visuals.
It’s been the cleanest way I’ve found to teach the ecosystem without overwhelming people.
Curious how this lands with the Copilot crowd — especially anyone using Copilot to explain workflows or build teaching metaphors.