Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

This is some text inside of a div block.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Connect with Us

We'd love to brainstorm your priority tech initiatives and contribute to the best outcomes.

Case Study

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Enter your email to
access the full case study

Case Study

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Enter your email to
access the full case study

Connect with Us

We'd love to brainstorm your priority tech initiatives and contribute to the best outcomes.

From Dashboard Sprawl to Scalable Intelligence: A Case Study in BI Modernization at Enterprise Scale

One-liner summary:

A global immigration services firm partnered with Ideas2IT to migrate 80+ Tableau dashboards to Power BI cutting reporting cycle times by 60% and establishing a governed foundation for Microsoft Fabric.

The Problem with the Status Quo

The client's BI environment had become a drag on decision-making.

Over 80 Tableau dashboards were hosted on a replicated on-prem SQL Server. Business logic was embedded in workbooks, not models. Governance controls varied from one dashboard to the next. Reporting was slow, expensive, and overly dependent on IT support.

As Microsoft Fabric became part of their enterprise stack, the organization needed a BI architecture that supported reuse, enabled governance, and aligned with long-term cloud strategy.

Where the Gaps Were

The Tableau environment exposed several architectural gaps:

No centralized semantic model. KPIs and metrics were hard-coded into dashboards
Governance was ad hoc. Access control varied across workbooks
Business users couldn’t self-serve. Even minor changes required IT intervention
Tableau licensing clashed with their Microsoft-focused roadmap
Duplicate logic created inconsistencies across reports and metrics

The migration had to simplify complexity and enable scale.

What We Delivered

Ideas2IT led the engagement through two structured phases:

Phase 0: Assessment and Prioritization

Audited every Tableau workbook, data source, and calculated field
Classified dashboards into tiers simple, moderate, and complex
Mapped user roles and access flows across reporting layers
Identified logic duplication and created a consolidation plan

Phase 1: Migration and Fabric Enablement

Migrated all dashboards to Power BI with equivalent UX and improved performance
Built a reusable semantic model using centralized DAX logic
Enabled workspace-level RBAC for access control and governance
Delivered strategic guidance for Microsoft Fabric, covering OneLake integration, pipeline design, and role-based data modeling

This was a rebuild for long-term scalability.

Outcomes We Achieved

Metric	Outcome
Dashboards migrated	80 fully redesigned Power BI dashboards
Report development turnaround	60% faster with reusable semantic layers
Reporting support tickets	40% reduction via access and workspace governance
Dashboard reuse rate	75% reuse through standardized logic and components
Fabric integration readiness	Architecture and governance playbook delivered

‍‍The result was a streamlined, governed BI foundation that scaled with users and aligned with Microsoft’s cloud-native direction.

Key Takeaways

Start with the model. Centralized semantic logic enables reuse, reduces support, and accelerates build time
Governance is not optional. Workspace design and access roles should be built into the platform
Align on design patterns early. Power BI and Tableau offer different UX capabilities. Avoid friction through early stakeholder validation
Assessment prevents rework. Mapping logic, roles, and dependencies upfront reduces rework during migration

Co-create with Ideas2IT

We show up early, listen hard, and figure out how to move the needle. If that’s the kind of partner you’re looking for, we should talk.

We’ll align on what you're solving for - AI, software, cloud, or legacy systems

You'll get perspective from someone who’s shipped it before

If there’s a fit, we move fast — workshop, pilot, or a real build plan

Trusted partner of the world’s most forward-thinking teams.

Tell us a bit about your business, and we’ll get back to you within the hour.

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Table of Contents

Related Posts

Related Posts

Connect with Us

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Migrating Tableau to Power BI: A Case Study in BI Modernization at Enterprise Scale

Connect with Us

The Problem with the Status Quo

Where the Gaps Were

What We Delivered

Phase 0: Assessment and Prioritization

Phase 1: Migration and Fabric Enablement

Outcomes We Achieved

Key Takeaways

Co-create with Ideas2IT