Tableau to Power BI Migration: Assessment & Pilot

Ready to revolutionize your data strategy and empower your business with the dynamic capabilities of Power BI? We are here to guide you through a seamless transition from Tableau to Power BI and help you achieve data excellence for your organization.

• Is Tableau meeting your current and future analytics needs?
• Could Power BI improve agility, performance, and integration?
• What does a successful migration journey look like?
• How can you validate feasibility before investing fully?

For businesses ready to migrate from Tableau but seeking clarity, this Assessment & Pilot engagement delivers expert insights, a defined roadmap, and actual migration of a few Tableau reports to Power BI, allowing you to see the tangible benefits and practical steps of the transition.

Key Benefits

• Feasibility Insight: Understand what's involved in the migration.
• Gap Identification: Uncover Tableau’s limitations and opportunities for improvement.
• Power BI Alignment: Explore capabilities mapped to your use cases.
• Real Report Migration: Experience Power BI with your own data.
• Roadmap & Estimates: Get high-level plans, effort, and cost visibility.

Prerequisites

• Tableau Access: Read-only access to Tableau Server or Cloud.
• Sample Workbooks: Priority and complex Tableau reports for pilot.
• Business Context: Summary of challenges and migration goals.
• Stakeholder Involvement: Availability for interviews and feedback.
• Data Source Access: Read access to databases for selected reports.
• Reporting Needs: Overview of key metrics, KPIs, and priorities.

Agenda

1. Kick-off & Requirements Gathering

• Introduce teams, confirm scope, and set communication protocols.
• Identify key stakeholders and align on objectives.
• Capture pain points and business goals.
• Evaluate Tableau issues—cost, performance, scalability.

2. Tableau Evaluation & Power BI Overview

• Use MigrateFAST to scan Tableau assets and usage.
• Analyze data sources, refreshes, and quality.
• Deliver a customized Power BI capability walkthrough.

3. Migration Strategy & Pilot Execution

• Define phased or full migration approach.
• Use MigrateFAST to consolidate redundant reports.
• Migrate selected reports to Power BI for the Pilot.
• Transform data, design models, and use custom visuals as needed.

4. Optimization, Training & Review

• Refine Power BI reports for performance and usability.
• Train business and IT users on Power BI usage.
• Validate data accuracy and performance enhancements.

5. Final Roadmap & Recommendations

• Present migrated reports and user feedback.
• Share roadmap with milestones and execution plan.
• Provide licensing guidance (Pro vs Premium).
• Identify risks and propose mitigation.
• Outline next steps for full migration.

Deliverables

• Migration Report: Analysis of Tableau setup, gaps, and opportunities.
• Roadmap: Migration phases, timelines, and milestones.
• Architecture Blueprint: Recommended Power BI environment design.
• Estimates: Time, cost, and resource estimates with licensing guidance.
• Optimized Reports: Sample reports migrated to Power BI using your data.
• Training & Next Steps: Enablement and governance recommendations.

Who Should Attend?

• BI Managers & Data Leaders
• IT Architects & Infrastructure Leads
• Data Analysts & Developers
• Business Stakeholders with Reporting Needs

Why Partner with Us?

Our team of certified Power BI experts brings proven expertise in successful migrations, including accelerated transitions from Tableau using MigrateFAST. We offer tailored solutions to meet the unique needs of each project and provide ongoing support to ensure a smooth migration experience, extending our commitment beyond the initial briefing.

Get Started Today

Elevate your data analytics to the next level with a migration to Power BI. Contact CustomerSuccess@MAQSoftware.com to start your free Assessment & Pilot engagement.