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Migrating from Tableau to Power BI

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
4 years ago

Introduction

In the ever-changing world of business intelligence and analytics, it is very common that you might have to shift from one BI tool to another.

Tableau is one of the leading business intelligence tools with amazing visualization.

Power BI is also a leading business intelligence tool with huge options for data preparation, modeling, and complex solutions.

 

You might come across a situation where you might have to migrate to Power BI from Tableau.
From my experience, I am listing down things you need to unlearn from Tableau and learn/ relearn in PowerBI during this migration process

 

Unlearn
1. Table Calculations
2. Level of Details
3. one Sheet/page, One visual
4. Meaning of Dashboard
5. Custom Tooltips/ ToolTip Page
6. Dual Axis with Any Visual
7. Dynamic Axis using column
8. Text Parameter
9. Matrix of visuals (Add additional rows and columns and make Matrix of the visual)
10. Filter Context
11. Slicer Interaction in dashboard

 

Learn
1. Data Model with power query
2. Need for Star Schema
3. Date Table
4. How to use in-memory tables — can be used of LOD
5. Row Context, how you match current value with complete data to the dataset for that column — Can be used LOD, subtotal, grand total
6. Small Multiples
7. Bookmarks, Dynamic M Parameter — For Dynamic axis
8. Use of Independent Table
9. How Power bi filter works
10. Small Multiples
11. Tooltip Page
12. Sync Slicer in Report
13. Report is as good as dashboard
14. Power BI Service dashboard

 

Important Links
Download Power BI: https://www.microsoft.com/en-us/download/details.aspx?id=58494
Tableau: https://www.tableau.com/products/desktop/download

 

Register


Power BI: https://powerbi.microsoft.com/en-us/get-started/

Tableau: https://id.tableau.com/register?clientId=ecQVCrwX7MGfJ1FC9JvfjjHt0TfxRTYT

Important Link Power BI: https://community.powerbi.com/t5/Community-Blog/Important-Links-every-Power-BI-enthusiastic-should-bookmark/ba-p/1466149

 

Source File Location: https://github.com/amitchandakpbi/powerbi/blob/main/Sales%20Data%20Used%20in%20Video.xlsx

 

To help you further in detail, I have created a playlist — “TABLEAU vs POWERBI” of 24 videos covering a few topics and comparisons between the two. Check out the videos! I will be awaiting your responses.

 

Series Link- https://www.youtube.com/playlist?list=PLPaNVDMhUXGYzjFASXjdY7GNoFxvlkR54

 

1. Getting Started & Data Loading

2. Calculated Field/ Calculated Column

3. Measure

4. Bar/Clustered Bar

5. Table Visual

6. Matrix

7. Pie Visual

8. Stacked Visual

9. TreeMap Visual

10. Quick Calculations/Measures

11. LOD- FIXED (Level of Details)

12. LOD Include (Level Of Details)

13. LOD exclude (Level of Details)

14. Parameter/What if Parameter

15. MAP Visual

16. Scatter Visual

17. Time Intelligence

18. Animations

19. Measure Slicer

20. Axis Slicer

21. Tableau Vs Power BI- Chapter 21: Tableau ATTR

22. Tableau Vs Power BI- Chapter 22: Makedate/Date, Today, Dateadd and datediff

 

23. Tableau Vs Power BI- Chapter 23: How to create groups

24. Tableau Vs Power BI- Chapter 24: Rank - Dense Rank

 

So what is your list of unlearning and relearning topics, when you migrate from Tableau to Power BI? Please do share your experience and struggles in the comments section.

 

 

Click Here to access all my blogs and videos in a jiffy via an exclusive visual glossary using Power BI.

 

Please like, share, and comment on these. Your suggestions on improvement, challenges, and new topics will help me explore more.
You Can watch my Power BI Tutorial Series on My Channel, Subscribe, Like, and share

 

Get the Source file to work on - Here

Updated 4 years ago
Version 3.0

7 Comments

  • Can u explain this type visual to design in Power BI :

    this is a tableau visual

    PBI Visual wht I acheieved :

    here I want to know how to set color for grand total ,even any suggestions are appreciated .

    And how to create this type of bullet charts in PBI : 

     

    and can this pattern of slicer can be designed in PBI :

    Tableau :

    in PBI : 

     

    Please provide your approaches to design thse sort of reports in PBI .

    Thanks in Advance .

  • SriGanesh's avatar
    SriGanesh
    Regular Visitor

    Hi,

    I need to Know how to fix the Size of the page in Power BI. Like Tableau.

  • DiKi-I's avatar
    DiKi-I
    Icon for Post Partisan rankPost Partisan

    Hi,
    Do you have any videos on security? In tableau the row level filter can be applied to the source query directly but it can't be replicated in Power BI. I'm using sap hana as my data source

  • WinWire, a Microsoft Solution Partner, helps enterprises to switch to the best visual analytics experiences on Power BI by quickly and smoothly moving from existing BI/ reporting solutions using automation tools and best practices.

    Detailed guide here

  • Solid checklist -- it really captures the mindset shift and the practical things you need to rethink when moving from Tableau to Power BI.

    But I still wanted to mention that tools like PulseConvert can quietly handle much of the repetitive work by converting workbooks and preserving a lot of the semantic model, so you can spend time validating logic and polishing the UX instead of re‑creating visuals. They offer a free proof‑of‑concept to convert a few dashboards, which makes it easy to compare fidelity and effort before committing.

    Thanks for putting this together nonetheless.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Great article — you’ve clearly captured how challenging Tableau to Power BI migration can be, especially the effort involved in rebuilding dashboards and rewriting calculations.

     

    One thing worth mentioning is that migration doesn’t always have to be fully manual anymore. We’ve been working on a solution called 𝗣𝘂𝗹𝘀𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝘁 by 𝗢𝗳𝗳𝗶𝗰𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗔𝗜 𝗟𝗮𝗯𝘀 that automates a large part of the 𝗧𝗮𝗯𝗹𝗲𝗮𝘂 𝘁𝗼 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 process, delivering 𝟳𝟱–𝟵𝟬% 𝗮𝗰𝗰𝘂𝗿𝗮𝗰𝘆 in many scenarios. Backed by Microsoft, It significantly reduces rebuild effort and helps teams move faster with lower risk.

     

    As more organizations adopt Power BI and Microsoft Fabric, automation can really change how migration projects are approached. Appreciate you bringing attention to this topic.