Tableau to Power BI Migration POC

Overview

As data becomes more critical to business success, many organizations struggle with the high costs and complexity of outdated, rigid reporting systems. Microsoft Power BI (PBI) offers a cost-effective, scalable solution that allows businesses to leverage their existing Microsoft 365 (M365) licenses, providing seamless integration with their current Microsoft technology investments.

At Rockhop, we understand that migrating to a new reporting platform can feel overwhelming. That's why we’ve created a streamlined, proven methodology to guide you through every step of the process. From assessing your current environment to developing a detailed migration roadmap and executing a proof-of-concept migration, we ensure a smooth, efficient transition to Power BI, helping you unlock the full potential of your data.

Challenges

Rising Costs: Increasing licensing expenses associated with maintaining outdated reporting systems.

Aging Technologies: Reliance on legacy reporting systems that hinder flexibility and efficiency.

Seamless Integration: The need for smooth compatibility with existing productivity tools and infrastructure.

Self-Service Capabilities: Enabling users to independently create reports and analyze data eliminating administrative burden.

What's Inside

Assessment

Identify Modernization Opportunities: Evaluate data set consolidation and opportunities for Power BI modernization.

Transform .tbw Files: Assess each Tableau .tbw file to identify the effort required for future state rebuilding.

Document Transformations: Record data transformation processes and the associated data model.

Measure Mapping: Determine future state measures for all visualizations and estimate the effort required to recreate them in Power BI.

Define Security Model: Establish a robust security model to ensure data protection and compliance aligned with organizational standards.

Migration Planning

Prioritized Backlog: Develop a prioritized backlog for report development to streamline the migration process.

Effort and Resource Estimation: Assess the workload and gather a resource plan for migration tasks.

Agile Roadmap: Create a flexible roadmap and timeline for agile report migration that allows for iterative improvements and adaptability.

Proof-of-Concept Migration

Medium to High Complexity Report Migration: Perform a migration of one medium to high complexity report to demonstrate the potential of Power BI and validate the findings from the assessment stage.

Refine Migration Plan: Utilize insights gained during the proof-of-concept to optimize and refine the overall migration strategy.

Conclusion

Rockhop’s structured approach to migrating from Tableau to Power BI provides organizations with the expertise and support needed to navigate the complexities of data transition quickly but methodically. With our agile methodology and thorough assessment process, your organization can successfully harness the power of a marketing leading visualization tool such as Power BI while overcoming prevalent challenges in data management.