BI/Migrations Start a scan

Notes from the migration floor.

Practical thinking on BI migrations, rationalization and proving the numbers still match.

5 Nov 20264 min read The parity report should outlive the migration A parity test compares the new BI platform to the old one, then the old one is switched off. Freeze the signed-off numbers and keep testing them. Read it 3 Nov 20264 min read Magic ETL never told you which duplicate it kept Magic ETL's Remove Duplicates, Rank & Window and Group By first/last all pick one row. Domo's docs don't say how ties resolve. A SQL rebuild has to, and a parity check can pass by luck. Read it 29 Oct 20265 min read Choose a Power BI storage mode before you migrate Import, DirectQuery or Direct Lake decides where data prep lives, how row-level security behaves and what you license. Settle it before a BI migration. Read it 27 Oct 20265 min read Qlik's {1} ignores selections, not the axis Qlik set analysis to DAX looks like a one-to-one swap until a set sits under a chart axis. Here is where {1} and a plain modifier change meaning, and how to test it. Read it 20 Oct 20264 min read Your Domo renewal needs an exit price Progress has bought Domo and has not said what changes for customers. Before your renewal, find out what leaving would cost. Here is how to get that number. Read it 19 Oct 20265 min read Looker to Power BI: what symmetric aggregates did Looker detects fan-out joins and corrects the sum. Power BI doesn't, so a LookML migration has to rebuild that protection in the model. Here is where it goes. Read it 15 Oct 20264 min read Why counting dashboards gives you the wrong migration estimate A dashboard count mostly measures how often the same logic was copied. Estimate migration effort from calculations, security and sources instead. Read it 13 Oct 20264 min read Tableau table calculations live in the view. DAX measures live in the model. A Tableau table calculation takes its meaning from the sheet it sits on. Moving it to DAX means choosing the partition and order the view gave you free. Read it 8 Oct 20264 min read How to test an automated Domo to Power BI migration before you buy one Any vendor can convert a simple chart. A proof of concept should hit Beast Modes, Magic ETL, row-level security and reconciliation. Use this checklist. Read it 7 Oct 20264 min read Where metric definitions should live Most BI estates define the same metric many times, once per card. A migration is the cheapest moment to decide where definitions live, and to stop copying them. Read it 6 Oct 20264 min read Beast Mode FIXED to DAX: where it bites Domo FIXED functions look like they map straight onto DAX CALCULATE. Here is where the translation changes the number, and how to catch it before cutover. Read it 9 Sep 20263 min read Proving parity after a BI migration A migrated dashboard that looks right isn't finished. Here's how automated parity tests show the numbers really match before anyone cuts over. Read it 26 Aug 20262 min read Retire before you migrate The cheapest dashboard to migrate is the one nobody opens. How to use evidence to shrink an estate before it moves. Read it 12 Aug 20262 min read Nobody should migrate twice Hand-rebuilt migrations lock your analysis into the next platform just as tightly as the last. Open specifications break that cycle. Read it

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