Enterprises are recognising a new reality: AI isn’t something you “add on” to your BI stack. It’s something your BI stack must be prepared for.
FundCanna journey to AI / BI included an assessment of their current BI Platform, Tableau, with BIChart. From that assessment, BIChart migration tool was used to transpile Tableau to Power BI.
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Starting Point: Bring Order, Clarity BI Assets
FundCanna originally approached BIChart with a straightforward objective:
Utilise BIChart migration assessment for Tableau to prepare for a wave of generation analytics capabilities.
At FundCanna, Tableau and Snowflake deliver BI and analytics for marketing, sales, credit risk, portfolio management, and finance. FundCannawanted visibility into:
- Which dashboards and data sources were actually used by executive teams
- Where duplication and inconsistency existed
- What licenses were being underutilised
When BIChart team presented to FundCanna the takeaway was that the assessment reveals what exists, what matters, and demonstrates why AI / BI needs governance.
A modern analytics environment and the assets within it does not just need to be tidy. It must be:
- Machine-interpretable
- Consistent
- Semantically aligned
- Governed
- Predictable for AI agents and copilots
The assessment highlighted areas where FundCanna could make targeted improvements to ensure that AI can reason accurately and safely over its data.
A Natural Outcome: Modernising BI Where It Created the Most Value
With a complete and accurate picture of their Tableau environment and a clear understanding of redundant connections, the most logical next step emerged:
Move high-value, business-critical content into a more governed, model-driven environment.
Their COO captured the impact of the assessment perfectly:
“We were blown away by how many data assets could be retired with low risk. The assessment was clearly presented and had clear and actionable recommendations.”
— Eric Kaufman, COO, FundCanna
That clarity unlocked everything that followed.
A Blueprint for Any Organization Preparing for AI
FundCanna’s journey reflects a pattern becoming universal:
- Start with a BIChart Assessment
- Establish a governance plan
- Identify duplication, risk, and opportunity for the data / semantic model
- Migrate dashboards to Power BI
Tableau to Power BI Migration
BIChart facilitated Tableau to Power BI using BIChart’s cloud migration tool. Conversion transformed existing Tableau workbooks and direct queries into a unified Power BI
semantic model, enabling faster, governed, and reusable reporting. From that semantic model, FundCanna can reuse the investments in Snowflake and the expansive inventory of business-ready data assets.
Continue your Journey to Success with BIChart
If you would like to plot your course to a successful Power BI migration from Tableau or want to plan your path to AI / BI, request a BIChart Assessment
