Making BI migrations suck less

Migrating between BI platforms such as Tableau, Power BI, Looker, and Metabase is presented as an opportunity to improve analytics rather than simply replicate existing dashboards. The recommended approach begins with auditing dashboard usage by business function, archiving inactive items rather than deleting them, and checking subscriptions to avoid disrupting automated reporting. Organizations should also standardize duplicated or conflicting calculations by moving logic from dashboards into a managed data layer such as dbt or Metabase Data Studio, creating a reliable semantic layer with shared metric definitions. Dashboard rebuilding can be accelerated with AI tools, screenshots, MCP integrations, and version-controlled automation, though key metrics should be validated with end users against the prior system. Clear, ongoing stakeholder communication is emphasized throughout the transition, including advance notice, progress updates, adoption monitoring, support, and reminders before retiring the old platform.

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