Tableau Migration & Modernization Platform
Workbook development, analysis and migration
Let your dashboards evolve.
Keep the story clear.
Refine the calculations, data sources and workbook experience behind your Tableau reporting. Bring the team from an idea to a reviewed workbook.
- Start withWorkbooks, dashboards and data sources
- Work with EntityBIInspect, refine and validate
- Your team reviewsA workbook your team can review and publish
The pillars, in your platform
From workbook questions to better reporting.
Native Tableau development and publishing are in scope. Migration is optional and limited to the directions below.
Understand what sits behind the dashboard.
- You bringYour Tableau workbooks
- EntityBI helps youInspect data sources, calculations and dependencies
- You take forwardA workbook assessment
Use inventory and complexity findings to choose where the team should focus.
Give each workbook a clear purpose.
- You bringRelated dashboards and workbooks
- EntityBI helps youCompare shared data and calculation logic
- You take forwardConsolidation candidates for owner review
Confirm audiences and filters before deciding that two dashboards can become one.
Build the workbook your users need next.
- You bringA reporting requirement or existing workbook
- EntityBI helps youRefine data sources, calculations and workbook content
- You take forwardWorkbook changes ready for validation
Work with Tableau concepts including calculated fields, parameters, worksheets and dashboards.
Carry the review through to delivery.
- You bringYour reviewed workbook
- EntityBI helps youValidate, package and prepare the publish step
- You take forwardA workbook download or Tableau publish handoff
Publishing uses an approved Tableau Server or Cloud connection. Your team decides what is released.
Change platforms when the direction fits.
- You bringSelected Tableau or Power BI assets
- EntityBI helps youFollow a supported conversion direction
- You take forwardTarget assets for review and repair
Tableau connects to Power BI, Looker and Omni; Power BI to Tableau is also supported. Scope varies by direction.
Your team reviews the result and decides what reaches production. For recurring work, explore Automate workflow design (preview); execution scope is confirmed per workflow.
Choose the right focus
Improve the workbook or change the platform?
Scroll to compare all columns
| Your priority | EntityBI supports | Your team reviews |
|---|---|---|
| Refresh a dashboard | Tableau workbook development and validation | Calculations, filters and the intended user experience |
| Reduce overlapping workbooks | Asset analysis and similarity review | Business coverage and the preferred workbook |
| Move selected reporting | Four supported directions involving Tableau | Source scope, conversion gaps and target acceptance |
An example in practice
One executive dashboard. A clearer monthly story.
An illustrative Tableau scenario. Your team confirms scope and acceptance for its own reporting.
- UnderstandInspect the workbook's data sources and calculations.
- Work through the changeRefine the measures, parameters and dashboard content.
- Review the resultValidate the changes and review the workbook before publishing.
When a platform move is part of the plan
Supported directions involving Tableau.
Source versions, accepted inputs and conversion scope vary by direction.
At a glance
EntityBI for Tableau: the facts.
Tableau coverage spans estate analysis, migration, and a native workbook workspace for development and maintenance.
- Coverage
- Native workspace and analyzer
- Capabilities
- Analyze · Rationalize · Develop · Migrate · Validate · Publish · Manage
- Migration directions
- You receive
- Tableau-native workbook state
- Calculated field and parameter review queue
- Worksheet and dashboard maintenance plan
- Publish metadata for Tableau Server or Cloud
Updated
Connected platform journeys
See the work in its next context.
Power BI
Looker
Omni
MicroStrategyYour next step
See your next Tableau workbook take shape.
Bring a Tableau reporting challenge and explore a scoped workflow with our team.