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YashikaAgrawal's avatar
YashikaAgrawal
Post Patron
1 year ago
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Tenant migration, source as Onedrive

Hi,   We are doing a Power BI migration from tenant A to tenant B and if one of the source is Onedrive. What needs to be taken care for this. a. Identify all the report which uses Onedrive. b. O...
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  • rohit1991's avatar
    rohit1991
    1 year ago

    Hi YashikaAgrawal ,

     

    Migrating Power BI content between tenants with OneDrive as a source definitely has a few gotchas. Here are some things I’ve learned from experience that you’ll want to cover:

     

    1. Identify all OneDrive (and SharePoint) connections: Make a list of all reports, datasets, dashboards, and even dataflows that use OneDrive or any other tenant-bound cloud storage. If you have a lot, scripts or the Power BI REST API can help with discovery.

     

    2. Repoint data sources in every PBIX: Open each PBIX in Power BI Desktop and update the data source to point to the new OneDrive path. If your files are Excel workbooks that themselves connect to other sources, make sure any internal links are also updated.

     

    3. Permissions: Double-check that the new OneDrive files have the right permissions so Power BI can access them. If you had special sharing set up in the old tenant, recreate those shares in the new tenant.

     

    4. Scheduled refresh: After republishing, reconfigure scheduled refresh in the Power BI Service and run a test to make sure it works.

     

    5. Gateways: If any of these reports use the on-premises data gateway (rare with OneDrive, but possible if you have hybrid sources), update your gateway mappings as needed.

     

    6. Workspaces & publishing: Set up your workspaces in the new tenant before republishing. Assign the right users and roles so everyone gets access as before.

     

    7. Validate everything: Refresh all your reports in the new tenant and do a quick compare with the old ones to make sure data and visuals are still correct.

     

    Don’t forget Power BI Apps and dashboards they’ll need to be recreated.

     

v-dineshya's avatar
v-dineshya
Community Support
1 year ago

Hi  YashikaAgrawal  ,

Thank you for reaching out to the Microsoft Community Forum.

 

Hi   lbendlin, Thank you for your prompt response. 

 

Hi  YashikaAgrawal , In addition to  lbendlin  response, i have added some more points. 

 

Please follow below steps.

 

1. Check OneDrive paths currently used, and map all reports, datasets and dashboards that depend on OneDrive to their equivalents in the new tenant.

 

2. Check the OneDrive files in the new tenant have the correct permissions so that Power BI service can access them. If the files are shared with specific users or groups, replicate those sharing settings in the new tenant.

 

3. If you are using On-Premises Data Gateway, check if it is needed for these OneDrive files.

 

4. After repointing the PBIX files and publishing them to the new tenant, reconfigure the scheduled refresh in Power BI service. Please test the refresh to check the new OneDrive connection that works as expected.

 

5. If the OneDrive files are Excel workbooks that themselves link to other data sources, make sure those links are updated and accessible.

 

6. Check the workspaces in the new tenant are properly set up and that the reports are published to the correct workspaces. And assign appropriate workspace roles to users.

 

7. After migration done, validate each report to check visuals and data are correct. Please run a few test refreshes and compare results with the old tenant.

 

I hope this information helps. Please do let us know if you have any further queries.

 

Regards,

Dinesh