Qlik to Power BI Migration: 12-WK project

Qlik to Power BI Migration Solution – Cluster Reply

This solution outlines a comprehensive strategy for migrating from QlikView/Qlik Sense to Power BI, leveraging GenAI, Microsoft Fabric, and best practices in BI modernization.

🔍 Challenges with Qlik

• Memory Limits: Qlik Sense SaaS has a 5GB in-memory model limit, restricting scalability.
• Legacy Infrastructure: Larger models still rely on outdated QlikView on-premise systems.
• No Centralized Backup: Lack of integrated backup increases risk of data loss.
• Storage Overload: Inefficient governance leads to excessive .qvf file copies.

🚀 Power BI Advantages

• Scalability: Supports up to 400GB per dataset with incremental refresh and hybrid models.
• Cloud-Native: Fully managed, AI-enabled platform with Copilot integration.
• Backup & Versioning: Built-in workspace restore, GitHub/Fabric integration, and deployment pipelines.
• Self-Service BI: Controlled access via workspaces and Power BI Desktop, reducing redundant data copies.

🧭 Migration Strategy

• Wave-Based Migration: Batch migration by workspace/team with progressive Qlik decommissioning.
• Discovery & Planning: Inventory of Qlik assets, dashboard classification, and dependency mapping.
• Quick Wins: Rebuild 3–5 dashboards to validate approach and boost adoption.
• Governance: Define Power BI roles, naming conventions, and workspace structure.

⚙️ Technical Accelerators

• Metadata Extraction: Use Qlik Analyzer to extract ETL logic and measures.
• GenAI Conversion: Translate Qlik logic to Power BI (M language, DAX, star schema).
• Documentation Automation: Generate data dictionaries, user guides, and onboarding flows.
• Validation Tools: PowerOps and MK tools ensure best practices and performance.

🛠️ Power BI Platform Readiness

• Set up Premium/Fabric capacity and initial workspaces.
• Configure data gateways and backup/versioning with OneLake/GitHub.
• Create shared semantic models for reuse across dashboards.

🎓 Training & Adoption

• Basic Self-BI: For business users with no prior Power BI experience.
• Advanced: For developers skilled in DAX, Power Query, and optimization.
• Video Pills: Short videos to support transition and onboarding.

🏆 Cluster Reply Strengths

• Certified Experts: Skilled in DAX, modeling, visualization, and analysis.
• AI Accelerators: Use of GenAI for documentation and conversion.
• Dedicated Training Team: Tailored enablement for all user levels.
• R&D Focus: Continuous innovation in analytics and BI practices.