Tableau to Power BI Migration in 30 Days
After managing Red Canoe Credit Union’s Business Intelligence projects using Tableau for two years, Senior Business Intelligence Analyst Kelly Gage needed to transition all their dashboards to Power BI. Due to the complexity of this migration, it was initially expected to take around six months. However, in collaboration with SkyPoint CSG, the transition was completed in under 30 days. Throughout the project, Kelly received mentorship from the CSG team, which helped her quickly enhance her Power BI skills. With this new expertise, along with practical guidance from CSG, Kelly was able to introduce essential automation into Red Canoe’s executive dashboards, greatly reducing over a week’s worth of manual data input. After a year spent developing dashboards in Tableau, the executive team had grown accustomed to reading reports daily; therefore, shifting to a completely new tool was a daunting task. Understanding the significance of the transition, Kelly sought external assistance: "We needed someone to help us establish the data gateway and start using the new tool. SkyPoint CSG provided a flexible hybrid plan that allowed us to benefit from their consulting while also helping us set up the data gateway." She noted, "It was evident that the SkyPoint CSG team was genuinely dedicated to helping us address our challenges. Our issues became their mission." In less than a month, Red Canoe successfully set up the gateway and transitioned their entire system to Power BI. The support and guidance from the CSG team contributed significantly to this swift and crucial achievement for the organization. “SkyPoint CSG didn’t just finish the Tableau migration and walk away,” Kelly stated. “They collaborated with me, taught me how to carry out the migration, explained the differences between the two tools, and ensured I could maintain the new Power BI reports.”