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BIChart Assessment Supports Tableau Prep Migration Planning

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BIChart’s new Tableau Prep migration assessment delivers visibility and understanding of your data transformation in Tableau.

Tableau Prep is part of Tableau’s native data management stack. It gives analysts a drag-and-drop interface for data wrangling without requiring engineering involvement. Prep flows are typically used for:

  • lightweight ETL
  • ad hoc blending
  • normalization
  • manual process automation
  • direct-to-analytics data loading

The problem is that Prep never enforced separation between those patterns. Multiple data functions routinely end up inside a single flow. Critical business logic, cleaning rules, and transformation dependencies get buried where they are difficult to trace, classify, or hand off.

That makes Prep one of the most overlooked risk areas in a Tableau migration. Without visibility into what Prep was actually doing, scope estimates are incomplete, and workload routing decisions are guesswork.

Solving Tableau Prep Migration Planning with BIChart Assessment

Without assessing Prep, a migration scoping effort is incomplete. That is why BIChart expanded its assessment scope to include Tableau Prep, which now includes:

1. Visual Reference from Tableau Server.

BIChart displays a visual reference of each Tableau Prep Flow, allowing for quick reference.

Tableau Prep Migration Inventory

2. Inventory of Data Inputs and Outputs

BIChart inventories input and output data, which is important to assess lineage for Power BI and Fabric.

Tableau Prep Migration source and sink inventory

3. Transformation Inventory Data Export

BIChart provides a statistical breakdown of the transformation types, to help size, classify, and plan Tableau Prep flows for Power BI and Fabric.

Tableau Prep Migration transormation inventory

Data Driven Tableau Prep Migration with BIChart

Prep flows are where undocumented production dependencies tend to hide. Before you scope a migration, you need to know what data transformations Tableau Prep is completing. Now, with visibility and understanding provided by BIChart, you can understand the scope and scale of your Tableau Prep footprint.

  • classify data workload patterns
  • prioritize data transformation for your reports
  • distribute work based on complexity and level of effort
  • understand what exists before deciding what to move.

Learn more and request access to BIChart assessment, so you can securely connect and analyze your Tableau sites today!

Ryan Goodman

Ryan Goodman

Ryan Goodman has been in the business of data and analytics for 20 years as a practitioner, executive, and technology entrepreneur. Ryan recently returned to technology after 4 years working in small business lending as VP of Analytics and BI. There he implanted an analytics strategy and competency center for modern data stack, data sciences and governance. From his recent experiences as a customer and now working full time as a fractional CDO / analytics leader, Ryan joined BIChart as CMO.