Drawn from customer projects and our own operations. We are happy to answer any questions in an initial call.
A move is the best opportunity to put your report landscape in order. At Telefónica Germany we moved 1,000 reports for 300 employees from Tableau to Power BI without stopping the business: people kept working with the old reports every day. In our view, three things made the difference.
Take stock before you touch anything
Which workbooks are actually opened? Which are copies of copies? And what does all of it cost a year? Answer those questions honestly and you end up with far less to migrate. Anything nobody used simply didn't make the move. This, incidentally, is the part we get asked about most at conferences. It is also the part that pays off most.
Rethinking the logic pays off
Tableau and Power BI think differently. Calculation logic, extracts and permissions take on their own, often simpler form in Power BI. So we tackled the most complex dashboards first. That is where we found the recurring patterns, and after that the rest was routine. With 1,000 reports, routine is a gift.
Migrate in stages while the business keeps running
The old and new environments ran side by side until the numbers matched. Each stage was signed off by the department that would be using it. On the cut-over date the old environment was switched off, and the old licence ended with it. Nobody had to pull one big lever over a weekend.
Build the platform underneath at the same time
Microsoft Fabric brings the data platform with it: OneLake, Lakehouse, Direct Lake and permissions in one place. It takes a little more work. In return you end up with a foundation that Copilot and agents can build on later. And that, after all, is the point.
For Haavest, a migration like this is only finished when it runs without us: when there is a team that understands the platform, and a licence nobody needs to renew. If you want to work through the numbers for your own organisation, our whitepaper includes a checklist for the assessment. It will be published shortly, with no form to fill in first.
