Inventory the Tableau estate
Map workbooks, dashboards, worksheets, shared data sources, owners, and downstream consumers. Identify what to migrate, consolidate, or review for retirement.
Sigma consulting
Greyfield Data ยท Migration services
Tableau to Sigma migration consulting
Move your Tableau reporting to Sigma with a clear plan for the data sources, calculations, dashboard behavior, and people who depend on it.
What the migration includes
Trace the calculations
Review level-of-detail expressions, table calculations, parameters, sets, and filter behavior. Decide where each definition belongs in the warehouse or Sigma model.
Rebuild the reporting workflow
Recreate the views and interactions people use. Document any changes to actions, drill paths, formatting, exports, or embedded dashboards.
Validate before cutover
Compare source and target results at agreed data cutoffs. Check filtered views, totals, restricted-user access, and operational handover.
A practical first engagement
Start with a migration assessment
Bring a representative report and the business question it answers. Linus works with your team to define the pilot, identify dependencies, and agree on what a correct result looks like.
- Confirm source assets, business owners, and access.
- Locate the data and its refresh cutoff.
- Identify calculations and interactions needing review.
- Map permissions and restricted-user test cases.
- Define pilot acceptance criteria and exceptions.
- Plan migration waves, handover, and rollback.
The assessment produces an inventory, a dependency and exception list, a recommended pilot, and a scope with explicit assumptions. Pricing and timing follow the scope review.
Download the migration checklist (Markdown)Questions to settle before the rebuild
Read the Tableau migration planning guide, then explore what an assessment should include.
Can every Tableau feature move automatically?
Start with a source assessment. Calculations, interactions, and presentation can require review or redesign. We identify those exceptions before committing to the full rollout.
What if our data lives in Tableau extracts?
The assessment needs to establish how that data will be available to Sigma and how it will stay up to date. Data access and refresh work belong in the migration scope.
How long will the migration take?
The estimate depends on data readiness, shared models, calculation complexity, security, and the number of workflows to validate. A representative pilot gives us a better basis for planning the remaining work.
Bring one report to the conversation
Start with the report, its users, and the number they need to trust. We can use that to discuss the work and the right first step.
Discuss your migration