PRODUCT FEATURES & DELIVERY SCOPE
More than report conversion.
A governed migration workflow.
Scope the inventory, semantic design, conversion proposals, validation, and release controls together. Product availability, integrations, and supported patterns are confirmed during assessment.
01Report estate inventory
Scope reports, dashboards, datasets, universes, cubes, semantic models, schedules, and subscriptions. Capture ownership, version, usage evidence, and criticality before deciding what to retain.
02Dependency & lineage analysis
Trace measures, dimensions, source queries, shared datasets, transformation logic, and downstream consumption. Keep unresolved dynamic queries and application dependencies visible.
03Semantic-model mapping
Map business entities, relationships, grain, aggregation behavior, hierarchies, and shared definitions to a reviewed target design. A matching field name does not establish equivalent meaning.
04Calculation conversion proposals
Apply approved mappings to supported expressions and prepare agent-assisted alternatives for ambiguous logic. Review DAX, MDX, M, SQL, set analysis, and platform-specific semantics separately.
05Filters & interaction review
Assess slicers, prompts, parameters, drill paths, cross-filter behavior, bookmarks, and report context. Test calculations under representative combinations of user selections.
06Security & identity mapping
Map authorized roles, row-level or object-level restrictions, workspace permissions, and embedded identities. Validate allowed and denied cases with approved test users.
07Visual & paginated redesign
Assess chart intent, conditional formatting, grouping, pagination, exports, printing, and accessibility. Unsupported visuals and custom extensions require explicit redesign decisions.
08Refresh & delivery planning
Scope gateways, credentials, refresh dependencies, source availability, subscriptions, bursting, and delivery timing. Confirm destination features and operating ownership before rollout.
09Report rationalization
Identify overlapping measures, repeated datasets, unused assets, and candidates for consolidation. Business owners decide which assets are retired, merged, rebuilt, or migrated.
10Parity test preparation
Prepare expected results by metric, reporting period, filter context, currency, totals, and user role. Document tolerances and investigate differences rather than assuming visual similarity proves parity.
11Reviewable migration packages
Scope inventory findings, target-model proposals, calculation mappings, report-design decisions, exception registers, and test evidence. Confirm repository and deployment integration for the implementation.
12Release & adoption controls
Define pilot users, parallel-run periods, review ownership, training, go/no-go evidence, rollback, and retirement criteria. This website does not run migrations or connect to BI platforms.