At BIChart, we talk to enterprise leaders and BI practitioners every day who are grappling with the prospect of a BI migration or consolidation from Tableau to Power BI and Microsoft Fabric.
Every successful initiative starts with a well designed plan. This article outlines some free resources and guidance on migration alignment, planning and execution. It is a daunting, labor intensive and expensive endeavor.
We deliver technology products and partner with service providers that specialize in migration. However, the best time to engage our team is during the planning and alignment phase. We have our finger on pulse of the market across all ecosystems, and continue to pool together the latest resources to help you along the way.
| Phase | Example Tools / Resources | Purpose |
|---|---|---|
| Alignment | Knowledge articles and white- papers | Ensure technology, data, analytics, finance, and executives are aligned. |
| Planning & Inventory | Tableau Migration Assessment | Visibility + prioritization what should be migrated, when. |
| Costing & Resourcing | Migration Cost Calculator | Planning, sizing, and budgeting. |
| Conversion & Execution | BIChart Migration Platform. Automated conversion and migration | Translate and migrate Tableau assets to Power BI and Fabric. |
| Validation & Quality Assurance | Validation and quality assurance. | Ensure validity, accuracy, and quality of converted report and dashboard assets. |
| Adoption | UAT, training, and documentation. | Ensure continuity and delivery success. |
| Governance and Maintenance | Governance, change management. | Sustained success for Fabric and Power BI. |
Alignment
Alignment is tricky business within a large enterprise where multiple groups have conflicting opinions and levels of success using Tableau, Power BI, or any other BI platform. Most enterprises own multiple BI platforms accumulated over the last 10 years. The shift to Power BI / Fabric is strategic for many enterprises we meet with. Here are articles we have prepared to help with the alignment process.
Latest Updates: Microsoft Ignite 2025 : Fabric IQ, MCP, and the Future of Modern BI
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What other topics or objections are you aligning? We are here to help deliver 3rd party perspective and make connections with out network of system integrator and enterprise leaders across industries like yours. Schedule a meeting
Tableau Migration Planning and Inventory
Every Tableau environment has accumulated a lot of unused, deprecated and under-utilized content. The speed and ease for creating analysis in Tableau. During the inventory and planning phase enterprises have 3 questions to answer:
- What is the scale of your migration?
- Dashboards / reports
- Data connections and semantic models
- Users and user-related process (subscriptions, automation)
- What is most important?
- Which reports and connections have a material impact on business / financial operations
- Who is consuming what?
- What are your risks?
- Expectations need to be set for what can and can’t be migrated / consolidated
Here at BIChart, we built our own assessment tool that helps steer these conversations at any phase of the evaluation. We deliver an executive summary and sheet level details that serve as a checklist.
Article :Tips and Tricks for Cleanup
Typical finding during assessments:
- Duplicate and redundant dashboard assets for archival is typically 50% and in extreme cases up to 80%. Enterprises with established promotion management and archive process are already ahead of the curve with much lower archive rates.
- For organizations without tightly managed and governed process, embedded data sources inside of workbooks is risk hiding in plain sight. It requires sorting and reconciling overlapping business logic.
- Surfacing these gaps has led to fruitful discovery and discussion for continuity and planning ahead to not repeat same mistakes post migration.
Tableau to Power BI Costing & Resourcing
Resource planning and cost allocation for migration is important work that will make or break your ability to deliver true continuity. Realizing the benefits of consolidating BI Platforms involves untangling and years of work, but not trying to make up and correct every issue discovered.
While not self-service, our team does offer free advisory sessions where we use our Migration Cost Calculator to help customers and integrators embarking on migration.
Conversion & Execution
BIChart is building tools to automate and save hundreds of thousands of dollars for our clients, and in some cases, that savings can cross seven figures. We make our money by licensing technology to enterprises that want to automate the repetitive and time-consuming work.
Resource: Analytics Leader Guide to Migration
We created and perpetually refine our public migration guide as we learn and overcome new challenges with BIChart customers and system integration partners that join us on this journey.
Migration at scale requires a carefully balanced plan where some inefficiency carries over during lift and shift. Enterprise leaders who understand time/cost/value dynamics succeed.
Validation & Quality Assurance
Whether you decide to leverage our migration engine to accelerate your re-platforming or take a traditional services approach, one thing is certain: quality assurance requires human intervention.
Using AI as a Validation Co-Pilot
During Q&A, BIChart engineers pair automation with LLM-assisted development in VS Code via Copilot and install the Power BI MCP Modeling Server for an AI-powered workflow. Rather than asking AI to build or rebuild an entire Power BI project fully, we’ve found better results by grounding the assistant in context, asking it to provide a solution, and then having a BIChart engineer review, validate, and implement that result directly in Power BI in real time. The context includes: the original Tableau TWB, the resulting Power BI PBIP, and a TMDL script of your semantic model. We’ve found that, since the TMDL is quite clean and organized, LLMs read it more easily, and it is required to use the MCP server.
This approach allows an agent to act as a developer assistant, helping interpret how logic worked in Tableau and how it should behave in Power BI. Common use cases include:
- Diagnosing mismatches caused by improper relationships.
- Identifying and correcting incorrect or inefficient DAX.
- Suggesting approaches to emulate complex Tableau parameters.
While most of the work is too risky to be automated, this co-pilot & MCP approach allows faster development, and all outputs are explicitly reviewed and validated by a BIChart engineer before being accepted. When paired with BIChart, time to delivery becomes minutes, even in the most complex cases.
Adoption & Success
The number 1 measurement of success for any BI / analytics or AI initiative is adoption. Migration is an important event to double down on process and organizing principles for your enterprise’s forward BI / AI vision.
Though it may be obvious for seasoned practitioners, we get to observe what works and what does not work and pass those learnings forward. We recommend setting expectations across operational units:
- What changes for users on Day 1?
- What does “success” look like at each phase of migration?
- What does “self-service” look like moving forward ,and who owns what parts of the process? (business, IT, data, analytics, CEO, value engineering, etc, etc).
Governance and Maintenance
If you have reached this point in your reading and wonder why an article about migration covers “governance and maintenance,” it’s because we are focused on building tools that help you reach the starting line for delivering Power BI and Fabric to your enterprise. From the starting line forward, the byproduct of BIChart is a repeatable process for your organization to translate Tableau to Power BI. As the AI market matures and BIChart charges forward, we will ultimately help enterprises translate and govern migration between BI platforms, but also the next generation of BI / AI platforms. If you are already looking ahead yourself, let’s schedule a call to discuss some of the R&D work underway and how BIChart can help!
