...
Migrate BI Dashboards Between Platforms

Migrating business intelligence dashboards across platforms does not need to be disruptive. Begin by cataloging existing dashboards, their usage frequency, and dependencies, then prioritize them based on business impact. Establish a semantic layer or metric catalog to ensure consistent definitions throughout the transition.

For each dashboard, document filter logic, access permissions, and custom calculations are applied before translating visualizations to equivalent chart types. Validate SQL expressions and data models line by line. Conduct side-by-side comparisons of queries, aggregates, and time-series outputs to confirm parity.

Integrate the migration process within CI/CD pipelines to automate linting, data-type validation, and regression screenshot generation for visual accuracy. Manage change proactively through look-alike navigation, concise reference materials, and open office sessions to ease user adoption. Finally, deprecate legacy assets in a controlled manner with redirects and a clearly defined sunset plan. A disciplined, transparent process ensures that the new BI environment earns user confidence while retiring the legacy stack responsibly.

Connect Now
Explore the digital path forward

Get expert insights, tailored strategies, and hands-on support. Connect with us to transform your vision into reality.

Share On Twitter
Share On Linkedin
Contact us
Hide Buttons