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Tableau Migration with Octopai

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With effortless onboarding and no implementation costs, Octopai’s data intelligence platform gives you unprecedented visibility and trust into the most complex data environments.

When you decide to migrate from a legacy reporting tool to a more modern reporting tool like Tableau, you will create substantial changes to your organization’s metadata management processes. A manual migration to Tableau can take an extremely long time and end up being very expensive. By deciding to automate your data landscape, such as with Octopai’s Data Intelligence Platform (automated data lineage, data discovery, business glossary and catalog), you can significantly streamline your migration and complete the process more accurately and in a shorter amount of time. 

The Business Challenge

As new, modern BI reporting tools, such as Tableau, hit the market, many organizations are deciding now is time to leave their legacy reporting tools behind and make the move to a newer one. Since system migration is often a cumbersome, costly, and long process, it is essential to ensure that it is done correctly and accurately. It’s also very complex, involving an incredible number of manual tasks to lay the groundwork for the system migration. This helps solidify the success of the migration. 

The Data Challenge

So, how can you fully ensure that your data and report quality remain intact when you migrate from a legacy BI reporting tool like SSRS to Tableau?


Before you migrate,  you should provide answers to the following questions: 

  • What steps can you take to limit the number of duplicate reports? It is very likely that your old system contains many reports that are extremely similar. Before you make the move to Tableau, you must investigate this in order to reduce the number of duplications. 
  • Which reports are you planning to migrate from the legacy tool to Tableau? This will help you organize and allow you to focus your efforts on data that is the most time-consuming. Your main priority before you migrate is to get your data in excellent shape. 
  • Does your old system contain any scheduling commands that need to be reconfigured? 
  • How can your organization create an updated  ERD (Entity Relationship Diagram) that doesn’t include any duplicates? As mentioned above, duplicates will complicate the flow of your reports and confuse your data.  

The hardest challenge of all is attempting to complete this MANUALLY, which could take weeks, months, or even longer. 

How Data & Analytics Teams Worked Before Octopai

To sum up in three words how Data & Analytics Teams worked before using Octopai:  slowly and manually.

Without an Automated Data Intelligence platform such as Octopai in place, Data & Analytics teams must take a manual approach to migrating to Tableau and all activities associated with it. This means going through the  old reporting tool and examining each report, in order to:

  • Identify any ETL processes that are currently failing 
  • Delete unneeded or irrelevant reports 
  • Find duplications or data sources that aren’t reliable 


All this manual data mapping is extremely tedious and can take days, weeks, or even months – especially since the data landscape is constantly changing and readjusting. Migration to Tableau can only be more successful, efficient, and accurate with an automated BI intelligence platform comprising automated data discovery, data lineage, and a business glossary to significantly streamline the process.

Octopai Accelerates Tableau Migration for BI Teams

Octopai’s Automated Data Intelligence Platform – Your Survival Kit for Tableau Migration

When you decide to migrate your reporting to Tableau, there is typically a large amount of data and data sources scattered throughout your company’s landscape.  Often times there’s plenty of duplicate data or obsolete reports that are not being used and are simply taking up space. These don’t need to be migrated over to Tableau. By using Octopai’s automated data discovery module, you can easily locate all of these duplicate data items and unused reports so that you can be sure not to include them in the move to the new reporting tool. 

Additionally, Octopai enables Data & Analytics teams to compare an old and new environment which is very useful during a migration when teams must verify success of the migration. 

Value to the Organization

  • The migration project will be expedited which allows business users to utilize the Tableau platform sooner
  • Fewer errors and mistakes when completing the migration manually. This could save your team anywhere from weeks to months. 
  • Peace of mind that only the necessary reports are migrated, so all saved data is relevant and correct