This is a case-study blueprint; no deployment results or customer endorsement are claimed.
Business challenge
A report renewal requires legacy metric expressions to be understood before redesign.
Migration approach
Inventory calculation dependencies and apply approved expression mappings where semantics align. Explain nested formulas and suggest target expressions with unresolved filter assumptions marked.
Deterministic work
Inventory calculation dependencies and apply approved expression mappings where semantics align. Record rule versions, target constraints, and unresolved exceptions; verify outputs against an agreed baseline.
Agentic assistance
Explain nested formulas and suggest target expressions with unresolved filter assumptions marked. Review generated proposals before adopting them as implementation or access rules.
Acceptance evidence
Check metric grain, filters, totals, dates, and currency rules with reporting owners; dashboard delivery stays a separate scope.
Delivery time
The 5 months (estimated) assumes the stated migration inventory, accessible source definitions, available reviewers, and an agreed target environment. Plan discovery, design, build, parity testing, business review, and release readiness as separate checkpoints. Re-estimate when access, custom features, data issues, or acceptance scope changes.