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Power BI + Quest On Demand Migration

Migrating Microsoft Power BI content can be complex, particularly when taking into account all of the data sources that can be used for reporting. On Demand Migration for Power BI simplifies the complex process of migrating Microsoft Power BI content during tenant-to-tenant migrations without the need to install or maintain on-premises software.

This Power BI migration tool focuses on shared workspace content, particularly end-user-created reports shared with businesses. It offers features such as discovery of workspaces, reports, semantic models, gateways, and connections, providing valuable insights for migration planning. It also generates pre-migration reports and supports the migration of shared workspaces, connections, and workspace permissions for supported data sources.

Integrate Power BI business intelligence into your tenant-to-tenant migration scenario

 

Discovery of gateways and connections

One of the main items to consider for a Power BI migration is the source data of the reports. This data is imported into Power BI, but it typically has a source that is external to Power BI itself. The source data can reside in on premises systems, in which case a gateway and connection is needed. It can also reside in online systems that do not require a gateway but would still have a connection to the source data. This Power BI migration tool collects information on gateways and connections, as well as determines the data source type, such as Microsoft SQL Server for example.

Premigration reports

This Power BI migration tool allows you to generate a downloadable MS Excel-based report following the discovery processing. This report includes details of the workspaces, reports, semantic models, connections, gateways and permissions that were collected during the source tenant Power BI Service analysis.

The data presented can then be used for planning a tenant-to-tenant migration of shared workspaces that are covered by supported data sources.

Migration of shared workspaces

The tenant-to-tenant migration of shared workspaces is the focus of On Demand Migration for Power BI, and it’s based on the source data from which the reports within the workspaces were created.

On Demand Migration for Power BI currently supports reports based on imported Microsoft Excel data, Microsoft SQL Server (on premises) and Microsoft Azure SQL (online).

The migration of shared workspaces would include reports and semantic models contained within the workspaces. It also allows for renaming of workspaces in the target tenant to handle naming conflicts.

Migration of connections

The source data connections are a vital part of report functionality and are necessary to ensure that reports can continue to display the information they are designed for. This Power BI migration tool will migrate connections for supported data sources and will reconnect these connections to the original systems the reports are designed for, such as Microsoft Azure SQL. This does require an authentication component for the source system and the migration process allows for providing these credentials and then removing the credentials from the migration system.

Rebinding of reporting connections

The migration of reports and semantic models creates a static image of the data in the target tenant at the time of the migration. To ensure that the reports are maintained and refreshed post migration, the workspace migration will reconnect semantic models to migrated connections in the target tenant. This allows for the data connection to be processed by the migrated reports, along with any source data changes refreshed in the new tenant and semantic models.

Gateway mappings

While gateways can't be migrated directly, as these do require an installation and configuration component, the migration process does allow for mapping gateways between the source and target tenants. The gateways would need to be created in the target tenant prior to migration. Once this is completed a mapping (or matching if the names are kept the same) can be provided for use when reconnecting data source connections.

Migration of workspace permissions

This Power BI migration tool give you access to shared workspaces and reports, which are essential for maintaining business continuity post migration of Microsoft Power BI Service objects. The migration process will set sharing permissions on shared workspaces based on the source workspace access permissions, along with defined roles. This will leverage the On Demand Migration for Accounts processing that will provide source and target account matching.

Shared content migration

This Power BI migration tool covers shared workspaces currently and the supported data sources, imported Microsoft Excel data, Microsoft SQL Server and Microsoft Azure SQL Server.

Microsoft Power BI personal workspaces, applications and pipelines are not included.

Microsoft limitations for extracting data from the Power BI Service do apply.

For details on supported migration processing please review our On Demand Migration User Guide section: What We Migrate.