Transformations / bi consolidation
Stop Renting Your Dashboards
You didn’t set out to run twelve BI tools. TextQL rebuilds the dashboards that matter as code in your own repository — governed, refreshed and yours — reconciles every number, and retires the rest.
Your BI Estate, Before and After
- A dozen BI tools nobody chose on purpose
- A new seat every time someone needs to look
- Business logic trapped in each vendor’s format
- Migration quoted as a multi-year program
- One governed layer, every dashboard as code
- Dashboards shared without buying another seat
- Metrics defined once, in your own repository
- A fixed-scope move, measured in dashboards and weeks
Every BI Tool Into One Layer You Own
Workbooks, calculated fields, LookML and Cognos universes are parsed into governed metrics and dashboards-as-code. The meaning survives; the vendor’s syntax doesn’t have to.
- Calculated fields become reviewed metric definitions
- Scheduled emails become playbooks — usually better ones
- Row-level access carried over from the warehouse
Tableau rev_exec.twb calculated field [rev_adj] metricontology/net_revenue.tqlworksheet · 6 views dashboarddashboards/exec_revenue.tsxuser filter · region accessontology/access.tqlemail subscription playbookplaybooks/monday_exec.yml / your-org/analyticsEvery Number Proven Before Anything Is Switched Off
Each rebuilt dashboard is tested against golden values finance already trusts. When the numbers disagree, the difference is traced to its cause — and sometimes the migration finds a number that was always wrong.
- Parity tests run on every rebuilt panel
- Differences traced: time window, then definition, then data
- Sign-off recorded before the old workbook retires
- client
- withheld at client request
- profile
- global · fortune 50 · healthcare
- file
- tableau → textql
- status
- closed · tableau switched off
- 11,000 0 tableau seats renewed
- 14 1 versions of net revenue
Tableau, switched off. The dashboards that matter, kept as code.
We stopped renting our dashboards. Everything finance looks at on a Monday now lives in our repo, reviewed like code — and for the first time the numbers agree across the business.
Three Steps, One Dashboard Family at a Time
The same path every time, sized by what your people actually open — so you migrate dozens of dashboards, not thousands.
- 01 / find Find What’s Alive Every workbook, owner and open count, inventoried. Most of the estate turns out to be unused. the zombie list
- 02 / rebuild Rebuild and Prove It The dashboards people open, rebuilt as code in your repo and reconciled to the numbers finance trusts. Old and new run side by side until usage moves over. parity signed off
- 03 / switch off Retire the Rest Unused workbooks and the seats behind them go. The logic you kept lives in your repository. seats returned
Assess a BI Migration
Bring one dashboard family. We inventory it, rebuild the one that matters as code, and reconcile every number with your team — then you decide what to retire.
- 01A 30-minute call to pick the dashboard family and the tools behind it
- 02We inventory usage and rebuild the flagship inside your cloud
- 03Your team signs off parity before anything is switched off
Where Consolidation Starts
- 01 Tableau migration
Parse workbooks and calculated fields into governed metrics, rebuild the dashboards people open, and retire the server on your timeline.
- 02 Power BI and Looker consolidation
DAX measures and LookML explores translated into one set of definitions, so the same metric means the same thing everywhere.
- 03 Cognos and BusinessObjects retirement
Capture the business logic trapped in decades-old universes before the people who wrote it retire, and move it into code you own.
- 04 Scheduled reports into playbooks
Email subscriptions become scheduled playbooks that explain the numbers they send, not just attach them.
- 05 Embedded and customer-facing dashboards
Rebuilt dashboards embedded in your own portal, white-labeled and governed by the same permissions.
- 06 Conversational analytics, governed
Replace the AI-made HTML dashboards that never refresh with ones that refresh, share safely and respect row-level access.
No. The inventory finds what people actually open. Unused workbooks are retired, and every remaining asset is sorted into rebuild, keep, consolidate or retire — so the real scope is usually a fraction of the estate.