Glossary

BI modernization terms, defined.

The vocabulary of assessing, rationalizing, migrating and improving an enterprise BI estate, in one or two sentences each.

Updated

BI modernization

BI modernization is the ongoing work of improving how an organization builds, delivers, and maintains business intelligence: the reports people use, the models behind them, and the practices that keep them trustworthy.

The BI modernization journey

BI migration

Business intelligence migration moves reports, models, and calculations from a source platform into a target BI environment.

BI migration workflows

BI rationalization

BI rationalization is the process of deciding which reports and models to retain, consolidate, archive, rebuild, or migrate.

BI rationalization

BI estate

The full set of business intelligence assets an organization runs: reports, dashboards, semantic models, calculations, data sources and the platforms that host them.

Analyze the estate

Directional migration

A supported conversion from one named source platform to one named target platform, such as Tableau to Power BI. EntityBI supports 9 directions and does not convert arbitrary source and target combinations.

Supported migration directions

Semantic model

The layer between data and reports that defines tables, relationships, measures and business logic, so every report calculates a metric the same way.

Power BI semantic models

Report consolidation

Merging reports that answer the same business question into one maintained report. Rationalization finds candidates by grouping reports with overlapping content into similarity clusters.

Compare similar reports

DAX

Data Analysis Expressions, the formula language for measures, calculated columns and calculated tables in Power BI and Analysis Services models.

EntityBI for Power BI

Power Query (M)

The formula language behind Power Query, used to connect to, shape and transform data before it is loaded into a Power BI model.

EntityBI for Power BI

PBIP and PBIT

Power BI file formats. A Power BI Project (PBIP) saves a report and model as folders of text files suited to source control; a Power BI Template (PBIT) packages the report and model definition without data.

Power BI migration output

LookML

Looker's modeling language for defining dimensions, measures, explores and joins in version-controlled projects.

EntityBI for Looker

Reporting Studio

EntityBI's platform-native workspace for building and improving reporting in Power BI, Tableau, Looker and Omni without a migration. Every proposed change is reviewed by your team before release.

Reporting Studio

Client-cloud deployment

Running EntityBI inside the customer's own Azure, AWS or GCP environment, as an alternative to dedicated hosted SaaS. Connectivity, identity and operational responsibilities are scoped during deployment planning.

Deployment options

A clear next step

Make a plan for your BI estate.

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