Migrating your BI platform can feel like a daunting task, especially when the integrity of your reports and dashboards is on the line. I've seen a few migrations go sideways when teams rush into the technical swap without a solid plan for the data and logic itself. The goal isn't just to move; it's to arrive with everything intact and, ideally, in a better state.
A successful migration hinges on three pillars: data connections, semantic logic, and visual assets. First, map out all your existing data sources and connections in the old tool. Will the new platform connect to them natively, or will you need to rebuild pipelines or use an intermediate layer? This is often the most time-consuming part. Next, document the business logic—your calculated fields, custom metrics, and row-level security rules. This logic must be recreated precisely in the new environment. Finally, treat your dashboards as references, not artifacts to be directly ported. Use this as an opportunity to improve the user experience based on what you've learned.
My advice is to run both tools in parallel for a critical reporting cycle. Validate that the numbers match before fully sunsetting the old system. Who here has been through a migration? What was your biggest hurdle—was it the data models, the user retraining, or something else entirely? Let's share some real-world lessons.
~Harry
~Harry