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powerbiexpert22
Impactful Individual
Impactful Individual

Tableau to Power BI Migration

we need to migrate around 500 reports from Tableau to Power BI. I would like to know what should be the strategy or steps involved while performing such migration. which things I should consider to make sure migration is successfull

2 ACCEPTED SOLUTIONS
Ritaf1983
Super User
Super User

Hi @powerbiexpert22 

This isn't a "migration" in the traditional sense. Power BI and Tableau are fundamentally different platforms, so you're not just converting files — you're rebuilding reports from scratch. It's critical to set expectations with stakeholders and end users: some reports may not look or behave exactly the same due to feature differences.

Best practices:

  1. Discovery & Mapping: Start by mapping existing Tableau data models and identifying report usage. Eliminate unused or redundant reports to reduce scope.

  2. Centralized Data Models: Create reusable semantic models in Power BI to avoid duplicating logic across reports.

  3. Phased Rollout: Migrate in stages. Validate and perform QA on each batch before moving to the next.

  4. Access Management: Once reports are validated in Power BI, restrict access to the equivalent Tableau versions to avoid confusion and dual usage.

  5. Documentation & Training: Provide clear documentation and user training to ease the transition and ensure adoption.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

View solution in original post

pankajnamekar25
Memorable Member
Memorable Member

Hello @powerbiexpert22 

Assessment & Planning

Inventory existing Tableau reports: List all dashboards, data sources, users, and usage frequency.

Classify reports:

Critical vs. Non-critical

Frequently used vs. rarely used

Identify complexity:

Custom calculations, filters, parameters, blended data, etc.

Set Up the Power BI Environment

Workspaces and Access Control

Data Gateway for on-prem data

Power BI Premium (if large-scale or advanced needs)

Governance: naming standards, documentation, role-based access

Data Source Mapping

Map Tableau’s data sources to Power BI equivalents:

Same SQL DBs? Cloud sources?

Extracts vs. Live/DirectQuery

 Optimize queries early — Power BI handles data differently than Tableau.

 

Rebuild Visuals & Reports in Power BI

Start with critical, high-use reports

Recreate:

Data models

Calculated fields (DAX equivalent of Tableau calculations)

Visuals (match layout as needed)

Filters, bookmarks, interactivity

Consider using tools like:

Tabular Editor (for model management)

DAX Studio (for performance tuning)

Testing & Validation

Cross-check report outputs between Tableau and Power BI

Validate metrics, filters, and interactivity

Engage business users for feedback

Deployment & Rollout

Publish to correct Power BI workspaces

Set up refresh schedules

Migrate users, share access

Provide training for end users

 

Retire Tableau Gradually

Run Tableau and Power BI in parallel for a while

Monitor user adoption

Retire Tableau reports in phases

 

 

Thanks,
 Pankaj Namekar | LinkedIn

If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

View solution in original post

6 REPLIES 6
harishcholleti
New Member

A Tableau to PowerBI migration accelerator that can automate more than 70% and thereby reduce the time and cost. Click Here

v-ssriganesh
Community Support
Community Support

Hi @powerbiexpert22,
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.

v-ssriganesh
Community Support
Community Support

Hi @powerbiexpert22,

Could you please confirm if your query have been resolved by the solution provided by? If so, please mark it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

v-ssriganesh
Community Support
Community Support

Hi @powerbiexpert22,

Thank you for posting your query in the Microsoft Fabric Community. Migrating 500 reports from Tableau to Power BI is a significant project, and I’d recommend checking out this community blog post for valuable insights: Migrating from Tableau to Power BI. It discusses key differences between the platforms, which can help guide your migration.

Thank you, @pankajnamekar25 & @Ritaf1983 for sharing your valuable insights.

If this information is helpful, please “Accept as solution” and give a "kudos" to assist other community members in resolving similar issues more efficiently.
Thank you.

pankajnamekar25
Memorable Member
Memorable Member

Hello @powerbiexpert22 

Assessment & Planning

Inventory existing Tableau reports: List all dashboards, data sources, users, and usage frequency.

Classify reports:

Critical vs. Non-critical

Frequently used vs. rarely used

Identify complexity:

Custom calculations, filters, parameters, blended data, etc.

Set Up the Power BI Environment

Workspaces and Access Control

Data Gateway for on-prem data

Power BI Premium (if large-scale or advanced needs)

Governance: naming standards, documentation, role-based access

Data Source Mapping

Map Tableau’s data sources to Power BI equivalents:

Same SQL DBs? Cloud sources?

Extracts vs. Live/DirectQuery

 Optimize queries early — Power BI handles data differently than Tableau.

 

Rebuild Visuals & Reports in Power BI

Start with critical, high-use reports

Recreate:

Data models

Calculated fields (DAX equivalent of Tableau calculations)

Visuals (match layout as needed)

Filters, bookmarks, interactivity

Consider using tools like:

Tabular Editor (for model management)

DAX Studio (for performance tuning)

Testing & Validation

Cross-check report outputs between Tableau and Power BI

Validate metrics, filters, and interactivity

Engage business users for feedback

Deployment & Rollout

Publish to correct Power BI workspaces

Set up refresh schedules

Migrate users, share access

Provide training for end users

 

Retire Tableau Gradually

Run Tableau and Power BI in parallel for a while

Monitor user adoption

Retire Tableau reports in phases

 

 

Thanks,
 Pankaj Namekar | LinkedIn

If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.

Ritaf1983
Super User
Super User

Hi @powerbiexpert22 

This isn't a "migration" in the traditional sense. Power BI and Tableau are fundamentally different platforms, so you're not just converting files — you're rebuilding reports from scratch. It's critical to set expectations with stakeholders and end users: some reports may not look or behave exactly the same due to feature differences.

Best practices:

  1. Discovery & Mapping: Start by mapping existing Tableau data models and identifying report usage. Eliminate unused or redundant reports to reduce scope.

  2. Centralized Data Models: Create reusable semantic models in Power BI to avoid duplicating logic across reports.

  3. Phased Rollout: Migrate in stages. Validate and perform QA on each batch before moving to the next.

  4. Access Management: Once reports are validated in Power BI, restrict access to the equivalent Tableau versions to avoid confusion and dual usage.

  5. Documentation & Training: Provide clear documentation and user training to ease the transition and ensure adoption.

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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