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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
Solved! Go to Solution.
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:
Discovery & Mapping: Start by mapping existing Tableau data models and identifying report usage. Eliminate unused or redundant reports to reduce scope.
Centralized Data Models: Create reusable semantic models in Power BI to avoid duplicating logic across reports.
Phased Rollout: Migrate in stages. Validate and perform QA on each batch before moving to the next.
Access Management: Once reports are validated in Power BI, restrict access to the equivalent Tableau versions to avoid confusion and dual usage.
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
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.
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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.
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.
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.
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.
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:
Discovery & Mapping: Start by mapping existing Tableau data models and identifying report usage. Eliminate unused or redundant reports to reduce scope.
Centralized Data Models: Create reusable semantic models in Power BI to avoid duplicating logic across reports.
Phased Rollout: Migrate in stages. Validate and perform QA on each batch before moving to the next.
Access Management: Once reports are validated in Power BI, restrict access to the equivalent Tableau versions to avoid confusion and dual usage.
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
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