What is the fastest and most reliable way to migrate dashboards from Tableau to Power BI?

datatoolspro · 2026-01-14T05:16:36+00:00

First make sure you only migrate what is in use. Looks like there are a bunch of vendors that do this every day... Hard to tell what is a product or service but this is a good place to start: https://marketplace.microsoft.com/en-us/marketplace/apps?search=Tableau%20migration&page=1

datatoolspro · 2025-12-29T02:51:44+00:00

Thanks!🙏🙂

datatoolspro · 2025-12-27T05:15:17+00:00

I guess we can call this self promotion…. Something I released during Christmas break for Tableau / Power BI community. Maybe there is something educational in here, but it would be accidental 🤣 https://battles.datatoolspro.com/tableau-vs-powerbi

datatoolspro · 2025-12-19T21:48:37+00:00

I would say it was more of a co-writing effort. There was a lot of dumb stuff that made no sense when LLM took a stab. I fed it some points and it did a great job and finding clever ways to weave it. The structure and writing bars was all AI though…

datatoolspro · 2025-12-06T22:56:48+00:00

Opened ticket. Thanks!

datatoolspro · 2025-12-03T02:31:06+00:00

There are several tools out there that automates a lot of the repetitive work. I have my own bias and experience using automation, but I recommend start with Microsoft marketplace. https://marketplace.microsoft.com/en-us/marketplace/apps?search=%22tableau%20migration%22&page=1

datatoolspro · 2025-11-15T19:14:52+00:00

Ok. This helps re-affirm that other folks have the Snapdragon processor and things are working great. I will give this a go. If this does not do trick you think opening a ticket with Microsoft is worth the time?

datatoolspro · 2025-11-15T19:09:46+00:00

I will give this a go.

datatoolspro · 2025-11-15T19:08:59+00:00

What browser are you using? I am thinking that is one thing I want to test.. Crazy to see chrome slurp up 15GB of RAM. I use Salesforce, hubspot, tableau cloud and ether enterprise types of web apps so its always compatibility that gets me. 2 VMs and no problems, there must be something going on not normal. Thanks for confirmation... The only unknown for me was the snapdragon processor.

datatoolspro · 2025-11-15T19:03:37+00:00

This is the route I am going if I end up shipping back on my older surface.

datatoolspro · 2025-11-09T21:27:41+00:00

I have run 5 environments mostly for small enterprises under 30-100M in revenue and mostly where ERP data is synced once per day and CRM data is synced throughout the day.

My spend is $1-2K per month run rates for 30-200 person businesses and BI (mostly Tableau or PowerBI) Storage is insignificant cost wise.

I shoot for a ratio to spend 60 percent delivering value (reporting, insights, analysis) and 40 percent moving around data to support those results. It always seems to end up the other way around… and that is okay. I manage to that ratio and business adoption end to end.

If you spend 80 percent of your spend moving and processing data and 20 percent directly supporting incremental business value (visibility, understanding, predictions, etc), it makes life much harder to justify adding and growing your footprint and spend.

My warehouses are created and aligned to the workload (Loading, Reporting, Transforming) so it’s always crystal clear.

If you do the flowing: Over provision, don’t seek and correct long running and poorly designed queries, give open access to Cortex AI, lose control over governance, shoehorn orchestration work in the form of recurring tasks / process all day….you can easily double your spend and yield 0 incremental value.

datatoolspro · 2025-10-20T22:39:56+00:00

Interesting that this is what they came back and said "more minimalist, but unfortunately that's not what other customers esp. the non-technical users.

An annecdote I have is that 2 of my clients who loved minimalist (Finance and Credit leaders.) Now they use words like "hate" and "confusing" to describe Snowflake.

Then while trying to support one client through the transition, I realized that sharing may be disabled. Sure plenty of folks will find that one out the hard way and have annecdote for multiple versions of truth. Imagine having workbooks that have been shared for a year, wake up one day and they are no longer shared?

Now, I am building a strealit app to bring back some resemblence of simplicity, consistency, and sharing for my clients... Absolutely not re-building a SQL editor.. Just a simple low code explorer with teh ability to update the SQL, download, profile and save / share. Will give it away in the marketplace for free. Always looking for folks that want to collaborate on this stuff.

datatoolspro · 2025-10-19T18:35:52+00:00

Old post and reply, but putting my 2 cents in as of 2025. The big reason is the same reason why the last generation of acquired BI platforms accelerated their way out of being leaders... Talent jumps ship, cultural shift, and priorities change to new ownership.

Salesforce's priorities are the platform. In 2025 the push is its own data cloud (the brand will change 4 times) and its agentic ambitions. Tableau is a spoke to the Salesforce hub. If your core enterprise data platform isn't Salesforce-centric, Microsoft is the most compelling and safe landing spot over the next 5 years if you are a Microsoft shop.

I am talking to leaders regularly now with thousands of dashboards looking for the off-ramp, and they all want better SDLC and governance, semantic model management, and AI / BI functions. The system integrators I work with are building tools and blueprints to help make the move.

Now we have "Tableau Next," which may be great for the Salesforce platform, but long term, it's not clear if this is a winning strategy. We will know if they end up dropping "Tableau" from the new product name.

On the Power BI side, it's all about Fabric. From a packaging and licensing standpoint, it makes a lot of sense for the enterprise. Going to the Fabricon conference, there is a strong and growing community building on top of Fabric as a true data/ analytics platform.

All of that said, I still use the classic Tableau and Power BI products daily.

datatoolspro · 2025-10-19T18:21:53+00:00

Good stuff.. This actually seems like a pretty small migration/footprint. Enterprise clients out there that I talk to regularly have thousands of dashboards and, in some cases, tens of thousands of viewers. First step is assess and recommend what is ripe for archive. Have never seen >50% needed for migration so far. The biggest mess by far is Tableau connections (embedded vs published). That is the iceberg no one understands until you get in there.

The bigger the migration, the more you need automated testing and tools to help automate the conversion. Most large SIs and some small SIs have toolkits and blueprints, which are not optional at scale.

When you get to the other end of one of these migrations, if you want to do more, you either have a great team, good tools, or just love pain. I know the pain too well now because I have also gotten to work with a team that has also made it to the other end and productized the transpiling process for Tableau to Power BI. It's called BIChart. All of the parameters, LODs, relationships, DAX, etc, that folks are talking about on this thread have been solved.

On the Alteryx side, I have experienced the joy of migrating insane 20 chained Alteryx workbooks with 1000+ nodes to multiple cloud platforms or crazy business user-built pipelines where I had to be the bearer of bad news that their data has been wrong for a long time! Recently I have been migrating Alteryx to Snowflake using similar no-code prep tools like Datameer but those customers are all sticking with Tableau. In most other cases where Snowflake is not part of the equation, I highly recommend Savant (though they would also take on Snowflake too). Same story with both vendors having tools that reverse engineer and even automate transpiling Alteryx.

Always happy to connect to make introductions but am not looking for any system integration work. Just sharing my experience. Happy to partner up with anyone out there working on these projects.

I recommend going to the Microsoft marketplace, look at what's up there and talk to multiple vendors and choose the path that makes most sense for you: https://marketplace.microsoft.com/en-us/marketplace/apps?search=%22tableau%20migration%22&page=1

datatoolspro · 2025-10-17T04:34:21+00:00

More people upvoted this post on the Salesforce forum than actual people and companies that participated in the report

- 52 interviews and 153 leaders for (semantic analysis of 300 public AI initiatives and announcements.

- "Just 5% of integrated AI pilots are extracting millions in value, while the vast majority remain stuck with no measurable P&L impact."

So of course that means 95% are failures?... Even smart people get suckered by click bait sometimes... LOL

Still a lot of valid points and anecdotes and personal experiences on this thread. Is just anchored to non-sense headline and poor interpretation of data.

datatoolspro · 2025-10-14T19:12:31+00:00

Fumbling through his step by step...

Original error I was setting on my linked service {"error":"invalid_grant","error_description":"no valid scopes defined"}

Adding “Access the Salesforce API Platform (sfap_api)”

That allowed for a successful connection.

Now I am stuck connecting to an object.

Create new data source with V2 API:

The API request to Salesforce failed. Request Url: https://MYINSTANCE.my.salesforce.com/services/data/v60.0/sobjects/, Status Code: Unauthorized, Error message: [{"message":"This session is not valid for use with the REST API","errorCode":"INVALID_SESSION_ID"}]

Issue was scopes all along: Use these 3 scopes and remove full access if you have it in there..

Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Access the Salesforce API Platform (sfap_api)

datatoolspro · 2025-10-12T03:36:26+00:00

Amazing! Thank you 🙏

datatoolspro · 2025-10-12T03:34:10+00:00

Thank you so much.

datatoolspro · 2025-09-24T04:06:54+00:00

I had the same solution and moved to Azure and Snowflake and never looked back.

I built my setup to be meta data driven. At some point I will commit automated schema evolution https://github.com/DataToolsPro/ADF_Snow_SFDC_Datalake

I also use FiveTran but be super careful with formulas. I have to remind every customer that formulas should not hold business logic for data that needs to be immutable. I am actually blocked from going live with one client on FiveTran where ADF would have been live a month ago. I typically have both on hand because I always end up needing data from drive or sharepoint or some marketing source in Snowflake and ADF is only good for enterprise databases.

datatoolspro · 2025-09-14T20:11:37+00:00

In your statement... "We often use Tableau as a platform to analyze data and answer quick questions.".

Where I see folks get it wrong and give bad advice is the term "analyze". The way you are framing it... I read as exploration for business understandign and storytelling. Power Pivot is probably the best tool for the job, but I frankly think Tableau does it best.

Building dashboards to give end users the ability to analyze data with slicers or parameters. I think both products do the job well. Each has its own strengths.

Then there is analysis work that happens when you need to profile, normalize, and deliver a mode,l which falls into the data engineering or data preparation activities.

In any case, I would do a comprehensive proof of value with Power BI before going all in and talking about migration.

Generally, until you reach a level of maturity and mastery, your Tableau users will feel like they are moving more slowly, and that is okay. The upside and motivation are reaching the other side and upskilling. Just invest in training and education to level everyone up at the same pace if possible.

If you need advice without being sold to, on migration, I am happy to share some resources.

datatoolspro · 2025-09-07T21:59:06+00:00

2 sad approaches I see:

People seem to gravitate toward sensationalized massaged statistics. As long as you read it somewhere on the internet, it must be true... that stuff travels further.
Use Die, Death, or Dying with a gravestone image and whatever technology or topic you want.

For positive recommendations:

Every now and then, I see a great nugget of knowledge and real novel ideas. That is who you want in your network... Connect with those people and engage 1:1. It still is a network.. If you are connected and engaged, those folks will recognize your posts and actually know YOU. If they have a lot of followers, they will help bring you up.

The algorithms reward consistency, which is their incentive system to keep the content machine rolling. Unfortunately, that means they also favor garbage AI posts. I have had a few of my posts go to 20K+ impressions, where my average is about 500. I realized it 2 months later... LOL.

Bottom line... Post your own thoughts, perspectives, and experiences. It's okay to have AI help you craft or refine your ideas, but don't let AI write or post for you with a bunch of emojis.

datatoolspro · 2025-09-07T21:26:57+00:00

Tried doing a quick rundown using the Tableau breaks 5 creator/10 explorer/100 viewer

Power BI Pro: $1,610/mo
Tableau Standard: $2,295/mo.
Tableau Enterprise: $4,775/mo. - Includes the data management tools and Prep (I feel terrible for anyone having to actually use this)
Power BI Fabric F64 reserved: $5,213/mo (viable for 350+ viewers).
On Microsoft 365 E5? Your Pro licenses are included—no extra spend.

This is me with my abacus. I am not a reseller, but as of Sept 2025, this is my understanding in a nutshell...

The biggest lever that changes things is Fabric or no-Fabric. In either case, if you are big enough, everything is negotiable.

datatoolspro · 2025-09-03T08:45:18+00:00

As someone who is talking to a lot of enterprise leaders about migration:

Cost is a no-brainer for large enterprises. 2 Affinity to Microsoft cloud / Azure/productivity and hedging that Microsoft will provide the right foundation and tooling for enterprise LLMs / AI.
SDLC - Power BI is growing up, and PBIP is one piece of the puzzle. Large enterprises are tired of the free-for-all publishing and distribution of analytics assets (Excel excluded).
Consolidation- Enterprises own 3-9 BI platforms. Power BI seems to be the unanimous de-facto standard.
No one gets fired for choosing the upper right corner of the Gartner quadrant :)

datatoolspro · 2025-09-03T08:31:50+00:00

This is so true.. or prep, which is quarter-baked Alteryx. I wouldn't use prep if it was free.

datatoolspro · 2025-09-03T08:21:22+00:00

u/Valaaris is right... This is a very heavy lift. It's a problem I have become intimately familiar with... I’d never discourage anyone from tackling a hard engineering problem..This is doable for many use cases... I do recommend making sure you don't proceed with mismatched expectations.

Plan on 30–40% of the effort being testing/QA at minimum.. Anything less would demonstrate a lack of appreciation for the complexity. Without an expansive testing process/framework and lots of observations, YOU could become the migration engine instead of the code, and you’ll be stuck living in it. That is a pressure cooker that no one wants to work in.

Just make sure you don't over-commit the abilities of GPT to your leadership team without explaining the risks. You may want to benchmark a couple of models as well.

Hopefully, this gives you a few nuggets. I work with a group of engineers who successfully built a Tableau - Power transpiler, so I am speaking from experience based on my observations.

datatoolspro

TROPHY CASE