# Sigma migration assessment checklist

Use this worksheet to prepare for a Tableau or Power BI migration to Sigma.

## Scope

- Source platform, assets and business owners:
- Reporting workflows and consumers:
- Renewal or cutover constraints:
- Shared models and data sources:
- Missing access or usage evidence:

## Data and calculations

- Source data location and refresh cutoff:
- Transformations that exist only in the current BI tool:
- Measures, relationships, filter behavior and totals to validate:
- Manual work or redesign decisions:

## Acceptance

- Source and target comparison at the same data cutoff:
- Total, detail, date, segment and null cases:
- Filters, drill behavior, exports and embedded consumers:
- Restricted-user access and denied-access tests:
- Performance expectations and measurement conditions:
- Business reviewer and unresolved exceptions:

## Rollout

- Representative pilot and success criteria:
- Migration waves and shared dependencies:
- Support owner and user handover:
- Cutover and rollback procedure:
- Retirement approval from the business owner:

No observed usage is not proof that a report can be retired. Confirm seasonal and regulatory needs with its owner.

Discuss the assessment with Greyfield Data: https://www.greyfielddata.com/services/sigma-consulting