MicroStrategy to Power BI Migration
Migration of reports, dashboards, and metadata from MicroStrategy to Microsoft Power BI, ensuring data integrity, feature parity, security mapping, and performance.
Components / Steps:
# Step What to test / verify
1 Inventory & Assessment List all MicroStrategy reports/dashboards/kpis; classify by complexity (simple, medium, complex), data sources, ownership, usage frequency.
2 Data Source Connectivity Ensure same data sources can be connected from Power BI (databases, OLAP cubes, flat files etc.).
3 Semantic Metadata Mapping Map MicroStrategy semantic layer (attributes, facts, hierarchies, metrics) to Power BI’s data model (tables, relationships, DAX measures).
4 Report / Dashboard Rebuild Recreate sample dashboards (one simple, one complex) in Power BI; replicate filters, prompts, drill-downs, visualizations.
5 Security & Access Control Map MicroStrategy users/groups/roles to Power BI workspaces, row-level security, object level permissions.
6 Performance / Load Testing Compare loading time of reports in MicroStrategy vs Power BI; test with large datasets; test refresh times.
7 Regression / Data Accuracy Testing Run parallel reports and compare output values, totals, aggregates, groupings.
8 User Acceptance Testing (UAT) Business users validate the look and feel, usability; verify important KPIs are correct; feedback on visualization, interactivity.
9 Incremental / Scheduled Refresh Testing Test scheduled refreshes, incremental loads in Power BI vs how MicroStrategy handled updates.
10 Deployment & Rollback Plan Deploy in phases; have plan for fallback if something breaks; test the fallback.
Migration of reports, dashboards, and metadata from MicroStrategy to Microsoft Power BI, ensuring data integrity, feature parity, security mapping, and performance.
Components / Steps:
| # | Step | What to test / verify |
|---|---|---|
| 1 | Inventory & Assessment | List all MicroStrategy reports/dashboards/kpis; classify by complexity (simple, medium, complex), data sources, ownership, usage frequency. |
| 2 | Data Source Connectivity | Ensure same data sources can be connected from Power BI (databases, OLAP cubes, flat files etc.). |
| 3 | Semantic Metadata Mapping | Map MicroStrategy semantic layer (attributes, facts, hierarchies, metrics) to Power BI’s data model (tables, relationships, DAX measures). |
| 4 | Report / Dashboard Rebuild | Recreate sample dashboards (one simple, one complex) in Power BI; replicate filters, prompts, drill-downs, visualizations. |
| 5 | Security & Access Control | Map MicroStrategy users/groups/roles to Power BI workspaces, row-level security, object level permissions. |
| 6 | Performance / Load Testing | Compare loading time of reports in MicroStrategy vs Power BI; test with large datasets; test refresh times. |
| 7 | Regression / Data Accuracy Testing | Run parallel reports and compare output values, totals, aggregates, groupings. |
| 8 | User Acceptance Testing (UAT) | Business users validate the look and feel, usability; verify important KPIs are correct; feedback on visualization, interactivity. |
| 9 | Incremental / Scheduled Refresh Testing | Test scheduled refreshes, incremental loads in Power BI vs how MicroStrategy handled updates. |
| 10 | Deployment & Rollback Plan | Deploy in phases; have plan for fallback if something breaks; test the fallback. |