Case study 08 · Analytics modernisation
Enterprise Analytics Transformation: Tableau to Power BI
Modernising a pharmaceutical analytics tool used by sales, market and finance teams while improving integration with the Microsoft ecosystem.
The challenge
A pharmaceutical organisation relied on a cross-functional analytics tool covering sales, market and finance data. The solution needed to remain easy for business users while moving from Tableau to Power BI and strengthening the underlying data integration used for reporting.
User goal
Preserve a clear, intuitive 360-degree analytical experience for business teams during platform modernisation.
Platform goal
Move reporting to Power BI and improve integration through supporting Snowflake views and Azure Data Factory pipelines.
What was delivered
- Power BI data models and dashboards built in close collaboration with sales, market and finance users.
- Migration advisory for moving analytical workflows from Tableau to Power BI.
- Azure Data Factory pipelines and Snowflake views to support the reporting layer.
- An expanded analytical experience with improved integration into the target Microsoft BI environment.
Business value
- Modernised the analytics platform while retaining a business-friendly reporting experience.
- Streamlined interpretation of sales, market and finance information.
- Improved integration and functionality through the Tableau-to-Power BI transition.
- Created a practical migration pattern for organisations consolidating BI tooling around Microsoft.
Technology
- Power BI
- Tableau
- Snowflake
- Azure Data Factory
Commercial takeaway
A practical migration pattern for organisations standardising on Power BI, covering both the front-end redesign and the reporting data flows underneath it.
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