Tableau to Power BI Migration Checklist
Ensure a smooth transition with our comprehensive 50-point migration guide.
Discovery & Inventory
Inventory all Tableau Worksbooks and Data Sources
Identify high-priority vs. deprecated reports
Map user permissions and groups
Catalog custom SQL and complex calculations
Data Architecture
Define Power BI Workspace strategy (App vs. Workspace)
Design shared Semantic Models (Dataflows/Datasets)
Plan Gateway architecture for on-premise data
Establish naming conventions and folders
Security & Governance
Map Tableau Row-Level Security to DAX RLS
Configure Microsoft Information Protection (MIP) labels
Set up certification workflows (Promoted/Certified)
Define audit logging requirements
Report Migration
Recreate custom color palettes in Power BI Theme
Translate LOD expressions to DAX measures
Rebuild dashboard layout and navigation
Validate data accuracy against Tableau legacy
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