Move Your Reports to Power BI and Leave the Clutter Behind
We move reporting from Tableau, SSRS or older tools to Power BI, retiring the reports nobody opens along the way. Every migrated report is checked against the old numbers before anyone switches.
Core stackPower BI · Microsoft Fabric · SQL Server · Azure Data Factory · Azure Data Lake · Python · PostgreSQL · Microsoft Azure
When a BI Migration Is Worth It
BI migrations usually start with a renewal invoice or a report nobody can change.
Need new reporting rather than a move?
If the job is building new dashboards from your source systems, our dashboards service covers it.
Dashboards and data visualizationLicense costs keep rising
Every renewal costs more, while your team already works in Microsoft tools every day.
SSRS reports look and work like 2010
Static, paged reports that are hard to filter, hard to read on a phone and slow to change.
Hundreds of reports and nobody knows which matter
Reports piled up over the years. Many are duplicates and some have not been opened in months.
Numbers differ between old and new reports
A partial move left two versions of the truth and teams argue over which one is right.
Six Parts of a BI Migration
Pick one to see what it usually involves and how we typically build it.
Report inventory and cleanup
A list of every report, who uses it and how often, so duplicates and unused reports are retired instead of rebuilt.
- Usage and owner review
- Duplicate detection
- Keep, merge or retire list
Data model rebuild
Rebuilding the data behind the reports as shared Power BI models, so one definition serves many reports.
- Shared data models
- Agreed metric definitions
- Refresh schedules
Report and dashboard rebuild
Recreating the reports that matter in Power BI, improved where the old layout got in the way.
- Interactive dashboards
- Paginated reports where print matters
- Mobile layouts
Validation against the old numbers
Every migrated report is compared with the original. Differences are explained or fixed before users switch.
- Side-by-side comparisons
- Difference log
- Sign-off by report owners
User rollout and training
Rolling out team by team, with training on finding, filtering and sharing reports in Power BI.
- Phased rollout by team
- Hands-on training
- Workspace and access setup
Decommissioning the old platform
Archiving what needs keeping and switching off the old platform, so you stop paying for two.
- Archive of old reports
- License end planning
- Server shutdown
Clean Up First. Migrate Second.
Every engagement follows the same problem-first Systems Engineering Method we use across AppPotter.
Inventory the reports
We list every report with its owner, usage and data sources.
Decide what to keep
You agree which reports to migrate, merge or retire.
Rebuild the data models
Shared models are built so migrated reports count the same way.
Rebuild the reports
Reports are rebuilt in Power BI in priority order, starting with the most used.
Validate the numbers
Each report is checked against the original before users switch.
Roll out and retire
Teams move over with training, then the old platform is switched off.
What Changes When the Process Runs on the Right System
We agree on what to measure during discovery, so success is defined before the build starts, not after launch.
Before: Rising license costs for an old platform
After: One BI platform and one set of licenses
Before: Hundreds of reports nobody can account for
After: A smaller set of reports people actually use
Before: Static SSRS reports that are hard to change
After: Interactive Power BI reports your team can update
Before: Old and new reports showing different numbers
After: Migrated reports checked against the originals
Before: Paying for two platforms during a long move
After: A planned switch-off date for the old platform
Chosen for Your Systems, Not Our Preferences
Power BI is our target platform. We migrate from Tableau, SQL Server Reporting Services (SSRS) and older reporting tools, rebuilding data models where the old ones hold reports back.
Where we have the deepest production experience
- Power BIDashboards
- Microsoft FabricData platform
- SQL ServerData
- Azure Data FactoryPipelines
- Azure Data LakeStorage
- PythonData preparation
- PostgreSQLData
- Microsoft AzureCloud
Also used when the project calls for it
- Power BI ecosystem
- AI in Power BI
- Microsoft Power Platform
- Platforms we migrate from
- Data platforms
- Cloud
Senior Engineers, Directly Involved
- Founder-led delivery
Parth and Umesh are personally involved in every engagement.
From scoping the work to standing behind its outcome, backed by Parth's 14+ years of enterprise technology and delivery experience.
Meet our leadership - Current engagement · under NDA
A long-term software engagement with a US-based technology company.
Client identity and project details are undisclosed due to confidentiality obligations. We treat your work the same way.
See our approach
Ways to Work Together
- Advisory & Discovery
Short-term Strategy Engagements
For a focused, short-term engagement - an assessment, an architecture review, or technical due diligence - before any build begins.
- Comprehensive architecture reviews
- Due Diligence of your tech stack
- Roadmap and Estimation
- Fixed Price
Fixed Cost Model
For clearly-scoped integration or build work, where the outcome and boundaries are already well defined.
- Change Management process
- Milestone-based delivery
- Quality & SLA Commitments
- Dedicated Team
Dedicated Product Engineering Team
For long-term product or systems work - a sustained AppPotter engineering team working against your roadmap, not rotated project to project.
- Seamless onboarding and roadmap planning
- Fixed Monthly Retainer
- PO/Tech-lead Collaborations
Whichever structure fits, Parth and Umesh are personally involved, from scoping the engagement to standing behind its outcome.
Meet our leadershipPart of Business Systems Engineering
Connecting the operational systems, workflows and data a growing business runs on.
BI Migration FAQs
Still unsure? A 30-minute conversation usually answers the rest.
Book a callTableau, SQL Server Reporting Services (SSRS) and most older reporting tools that read from SQL databases or spreadsheets.
No. The inventory shows which reports are actually used. Unused and duplicate reports are retired instead of rebuilt.
Yes. Power BI supports paginated reports for invoices, statements and other print layouts. Many SSRS reports can also become interactive dashboards.
Each migrated report is compared with the original. Differences are logged, then explained or fixed before users switch.
Yes, for an agreed period. The plan sets a switch-off date so you are not paying for two platforms longer than needed.
An inventory comes first, usually at a fixed price. The migration is then quoted on the number and complexity of the reports you keep.
Tell Us What You Report On Today
We'll look at your current reports and tell you honestly what is worth moving to Power BI.
Book a GTM Systems Assessment30-minute call · No obligation · No sales pitch