Our client, a leading solar energy company in the USA, uses advanced technology to improve efficiency and decision-making. After being acquired by a parent company using Tableau, they needed to migrate all reports from Power BI to Tableau. They also faced challenges in tracking the usage and adoption of both new and existing dashboards and needed a solution to monitor these metrics effectively.
The challenges appeared mostly during the transition of their reporting from Power BI to Tableau following the acquisition by a parent company that relied extensively on Tableau. Additionally, several critical issues emerged that required immediate resolution:
The client needed to migrate over 80 dashboards from Power BI to Tableau within a tight deadline but lacked in-house expertise to handle the process efficiently. This transition was further complicated by inconsistencies in KPIs and non-standardized dashboard designs, which undermined trust in internal reporting and made it difficult to deliver accurate insights.
The lack of a centralized system for monitoring dashboard usage and adoption resulted in inefficiencies. The client struggled to monitor real-time consumption, identify inactive users whose licenses should be revoked to save money, and determine which dashboards were published in specific projects. Navigating the huge number of dashboards across several projects further increased the issue.
The client encountered difficulties in managing and assigning permissions within Tableau Cloud, raising concerns about potential data leaks and privacy violations. These issues posed significant risks, including exposing sensitive information, leading to compliance breaches, and increasing the likelihood of data tampering or loss.
To address the challenges, NeenOpal utilized its expertise in both Power BI and Tableau to ensure a smooth transition and optimize the client's reporting structure. By focusing on streamlining dashboards, improving adoption tracking, and enhancing security, we delivered comprehensive solutions tailored to meet their specific needs.
NeenOpal’s certified Power BI and Tableau consultants successfully migrated over 80 dashboards from Power BI to Tableau. To ensure a seamless and efficient transition without any reporting downtime, we developed a step-by-step migration checklist. We worked closely with stakeholders to align on KPI definitions, ensuring consistency across all dashboards, and incorporated an info button to clearly define each KPI. Additionally, we created a standardized design template and checklist to maintain uniformity in the dashboards' design and layout.
We used Admin Insights data sources to build Tableau dashboards for tracking workbook and user activity details. These dashboards played a crucial role in identifying underutilized dashboards, strategizing ways to increase their adoption, and pinpointing unused Tableau licenses to optimize costs effectively. Additionally, we developed a user-friendly landing page using the site content data source, enhancing navigation capabilities across the dashboard environment for users. Key metrics tracked included the most visited dashboard in the last 90 days, least used dashboard in the last 90 days, and users' last login date.
To enhance security for Tableau Cloud dashboards, we implemented multi-factor authentication (MFA) and strict access controls. We organized dashboards into a hierarchical project structure by department (e.g., UAT → Marketing → Marketing Spend Dashboard). Specific user groups were assigned access to these projects, ensuring appropriate permissions. For dashboards used across multiple departments, we structured projects accordingly (e.g., UAT → Enterprise → Sales Incentive Dashboard) and employed Row-Level Security (RLS) to limit unauthorized access. The dashboards were tracked using administrative views to spot any unauthorized access.
The landing page is designed to provide the solar company with quick access to vital data and
analytics. A user-friendly interface allows for seamless navigation and effective
decision-making. It provides:
1. Organized dashboard categories and folders for structured navigation.
2. Clear item names and descriptions for quick understanding.
3. A “Date Updated” field
to highlight the most recent data.
4. A “Go to Report” button for instant access to
detailed reports.
The Custom Usage Report provides multiple administrative views using admin insights data to
monitor dashboard activity effectively. Key features includes:
1. Tracking the most used and least used dashboards for better resource
allocation.
2. Monitoring users' last login dates to identify activity patterns.
3. Identifying
dormant users to optimize licensing and reduce costs.
4. Offering a centralized view of
dashboard activity levels for administrative efficiency.
5. Enabling data-driven
decisions to improve overall dashboard utilization.
The Workbook Report provides a further deep dive into the usage of each workbook. It offers a
simplified view of dashboard activity by user. Key features includes:
1. Tracking the most used and least used dashboards for analysing usage patterns.
2. Monitoring users' last login dates to identify activity patterns.
3. Identifying
dormant users to optimize licensing and reduce costs.
4. Identifying if users actually
find the reports useful in data analysis modifications are needed.
5. Centralized view of
the dashboards present by department in the organisation for complete transparency.
NeenOpal combines certified expertise in AWS, Tableau, and other technologies with industry-specific insights to deliver tailored, end-to-end analytics solutions. From data engineering to cloud migration, we optimize processes, enabling smarter decision-making. With a proven track record and a focus on efficiency, we help transform data into actionable insights for businesses of all sizes.
A Business Intelligence (BI) roadmap is a plan that guides how to set up and use data analytics tools and processes to gain valuable insights and make informed decisions. It helps organizations build a clear path for integrating data solutions that support long-term growth and success. By aligning technology with business goals, it fosters efficient data management and drives continuous improvement. Learn more.
The solutions provided numerous advantages, such as seamless dashboard access, improved monitoring, optimal performance, and increased data security. These improvements provided users with faster insights, less downtime, and greater control over critical information.
We supported a leading US solar energy company in migrating over 80 dashboards from Power BI to Tableau and optimizing Tableau operations. Our efforts included creating administrative views and a comprehensive KT process, resulting in a 95% increase in usage adoption. Optimization strategies reduced turnaround time by 80%, streamlining data visualization and enabling faster, more informed decision-making in the renewable energy sector.
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