Tableau to Power BI Migration

Unlock the full potential of your data with SR Analytics’ Tableau to Power BI Migration Service, a comprehensive, end-to-end consulting offering designed to help organizations migrate their Tableau dashboards and data models to Power BI with minimal disruption and maximum impact.

Power BI’s native integration with the Microsoft ecosystem, advanced analytics capabilities, and cost-efficiency make it the platform of choice for modern data-driven enterprises. Our structured migration methodology, powered by proprietary accelerators, ensures a smooth transition while preserving data integrity, business logic, and visual aesthetics.

Target Customers

This offer is tailored for: → Organizations using Tableau looking to modernize analytics on the Microsoft stack → Business and IT leaders focused on reducing TCO and enhancing self-service BI → Data teams seeking tighter integration with Azure, Microsoft 365, or SQL Server → Enterprises planning to standardize BI tooling and streamline governance

Business Benefits ✔ Accelerated Migration with automation-assisted tools ✔ Cost Optimization through Power BI’s flexible licensing ✔ Enhanced Security & Governance aligned with Microsoft standards ✔ Future-Ready Architecture with scalable, cloud-native components ✔ Seamless User Adoption via tailored training and CoE support

Engagement Scope

Our 4-phase methodology ensures a comprehensive and seamless transition:

1. Assessment & Strategy

• Inventory of Tableau reports, data sources, and user roles
• Complexity scoring and ROI analysis for migration
• Migration roadmap, timelines, and licensing considerations

2. Migration Planning & Design

• Mapping Tableau visualizations, calculations, and data models to Power BI equivalents
• Identification of optimization opportunities and Power BI feature enhancements
• Proof of Concept for critical dashboards (optional)

3. Migration Execution

• ETL transformation using Power Query and Power BI Dataflows
• Report recreation and UI/UX alignment in Power BI
• Setup of refresh schedules, RLS, and workspaces

4. Testing, Training & Deployment

• Functional validation and performance testing
• Knowledge transfer, user training, and governance enablement
• Post-deployment support and Power BI CoE onboarding

Deliverables → Migration Assessment Report → Recreated Power BI Reports & Dashboards → Security & Refresh Schedule Configuration → Data Transformation Documentation → User Training Materials & KT Sessions → Post-Migration Support (Up to 2 Weeks)

Duration & Pricing → Typical Engagement Duration: 3–6 weeks → Pricing: Based on complexity (available upon request or post-assessment) → Optional: Cost-Free Proof of Concept for qualified customers

Why SR Analytics

• 10+ years of BI and migration experience
• Proprietary migration accelerators for Tableau metadata extraction and conversion
• Over 200 successful enterprise BI projects
• Dedicated Power BI Center of Excellence

Get Started Modernize your BI strategy with confidence. Schedule a discovery session with our experts to evaluate your Tableau environment and receive a tailored migration plan.

📧 Contact: info@sranalytics.io 🌐 Learn more: https://sranalytics.io/