This video, the third in a seven-part series on migrating to Power BI, focuses on developing a migration plan for Tableau and identifying the complexity of your current Tableau environment. We view this as the most crucial step in the entire migration project. The earlier videos covered validating business drivers and the challenges of migration.
In this video Gaurav emphasizes the need to gather key information on the data, UI, visuals, user experience, and other related information to prepare for a proof of concept (POC). It's essential to involve the right stakeholders familiar with the reports and the data. It's important to be thorough in this step, even if it takes extra time, as it will define the scope of the POC and lay the foundation for the migration.
The video outlines a step-by-step approach to understanding the Tableau environment's complexity:
This analysis of the UI, data prep, and data model will help identify the complexity of the work. We recommend using a legend (simple, medium, complex) to define the complexity of each layer separately. The UI and data prep can have different levels of complexity.
Before concluding the review of each report, it's important to understand how the reports are created, who creates them, and if there is any role-level security defined. All of this will need to be replicated in Power BI. This is also a good opportunity to consolidate, standardize, and implement user-requested enhancements.
It's also crucial to understand the governance model around the entire Tableau platform. This understanding is essential for creating a similar governance structure in Power BI and avoiding missed steps during migration.
Finally, Gaurav highlights the importance of working with business users to define the scope of the proof of concept (POC). The POC will provide a preview of the Power BI reports and dashboards, increasing their confidence in the migration.
In our next video Gaurav will detail how to define the key items for a successful POC.
