About this Template

Our BIChart Tableau migration checklist ensures you frame your migration plan around a successful outcome instead of technology. From this checklist, you can focus on people, data, process, and tech before digging into the nuanced technical details of how you will migrate workbooks and data connections.

How to Use this Template

We have created a template checklist to keep yourself organized for ownership and status. Below, in the tracking table, we have created space for you to capture detailed findings and requirements.

Other Resources

Tableau Migration Checklist

Tableau to Power BI Resources:

Article: Analytics Leader’s Guide to Tableau to Power BI Migration

Tools: BIChart Tableau Assessment

Tools: BIChart Tableau to Power BI Automation

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Migration Planning

We have added the checklist details below so you can take notes for you to capture detailed notes and requirements for your migration team:

Identify Team and Skills Gap Analysis

Shared

• [ ] Assign project sponsor, migration lead, data architect, and visualization lead
• [ ] Evaluate team readiness for cloud deployment, security, and governance
• [ ] Define responsibilities across IT, BI, and business teams
• [ ] Plan training and enablement sessions

Tableau Cloud

• [ ] Validate Tableau Server admin and site admin roles for transition
• [ ] Train creators and viewers on Tableau Cloud publishing and scheduling
• [ ] Review web authoring vs Desktop authoring workflow changes

Power BI

• [ ] Identify DAX and Power Query expertise needs
• [ ] Plan training for semantic modeling, workspace management, and deployment pipelines
• [ ] Assign workspace admins and dataset owners