Tableau to Power BI: Accelerator and Migration Services

As enterprises shift toward integrated, Microsoft-first analytics ecosystems, migrating from Tableau to Power BI becomes a strategic move—reducing licensing costs by 40–75% and experiencing scalable, enterprise-grade reporting.

LevelShift enables this transition with a structured migration framework and our Tableau Metadata Accelerator, which cuts assessment time by 40–50% and provides clear insight into what should be migrated, redesigned, or retired.

LevelShift’s Tableau to Power BI Migration Approach

1. Pre-Migration Assessment — Powered by LevelShift Accelerators

• Tableau estates often contain hundreds of dashboards, custom SQL, and unused assets; the real challenge is deciding what to migrate.

• Our Tableau to Power BI Metadata Accelerator provides a full 360° view of your environment through secure server scanning.

It generates two key reports:

• Metadata Analysis – Inventory, complexity tiers, dependencies, and usage patterns.

• Migration Analysis – Effort estimates, priority sequencing, dependency mapping, and ROI comparison.

• This intelligence removes guesswork, reduces migration workload, and cuts cost and time significantly.

2. Assessment & Migration Planning

•Prioritize high-value, frequently used dashboards.

• Remove duplicates and unused assets to shrink migration scope.

• Analyze data sources, security, and visualization logic.

• Define the target architecture, semantic model design, and workspace plan.

• Create a phased migration roadmap aligned to complexity and business priority.

3. Data & Model Alignment

• Align Tableau data sources with Power BI and Microsoft data services.

• Modernize or rebuild semantic models for performance.

• Apply row-level security and map authorization rules to Power BI.

4. Report Conversion & Development

• Convert dashboards using accelerator insights for faster replication.

• Recreate calculations, logic, and interactions with Power BI-native capabilities.

• Apply standardized themes, styles, and workspace structures.

5. Testing, Validation & Optimization

• Validate data accuracy and visual parity between Tableau and Power BI.

• Use Azure Monitor and Power BI tools to confirm performance and refresh reliability.

• Optimize models, visuals, and queries for long-term stability.

6. Deployment & User Enablement

• Deploy reports through structured release rules.

• Train end users, analysts, and admins on Power BI features and best practices.

• Support change management to drive smooth adoption.

*The typical implementation duration is 4–6 weeks. Actual timeline and cost may vary based on the existing data architecture, data volume, and scope of work (SOW).