A major Australian retailer struggled with inefficient reporting and high costs due to their legacy Tableau setup, which couldn't integrate real-time sales data from their systems. Sparity successfully executed a complete Tableau to Power BI migration, leveraging proprietary tools to connect the client directly to real-time analytics. This strategic collaboration dramatically enhanced reporting efficiency, optimized performance, and resulted in a verified 50% reduction in operating costs for the retailer.
Client: Retail
Services: Power BI Migration
Year: 2025
Key Challenges
- Inadequate accuracy and outdated insights adversely impacted sales performance as a result of the client’s difficulty in integrating real-time sales and transaction data from its point-of-sale (POS) systems into Tableau.
- The company was also investing excessively in support and training.
- The client had an enormous yet complex user base and data volume. A significant number of dashboards and reports were backlogged and needed to be re-created.
- Inefficiencies in data analytics and real-time reporting due to incomplete legacy Tableau reports that were restricted to management-level access due to security control issues.
- Tableau is merely a visualization tool, which leads to difficulty in preprocessing and data cleansing.
- The high total cost of ownership (TCO) and frequent upgrade requirements strained both IT resources and budgets, making modernization an urgent priority
Table of Contents
Technologies Used
Solution
- Our expert team was able to connect its POS systems directly to Power BI, and the platform automatically updated the sales data and order management in real time.
- Sparity was able to migrate its entire data set to Power BI without any performance issues. Using Power Automate, built-in features like power query with M language
- Sparity worked closely with the client’s in-house data team and trained them in Power BI.
- Our team successfully rebuilt the reports using DAX formulas as the client has complex datasets and did data cleansing after the migration.
- We have addressed compatibility and quality assurance issues with rigorous testing.
- Successfully exported the data and made it available to the entire team for tracking and monitoring with security and access controls through the Power BI service and on-premises cloud.
- To streamline the migration process, Sparity leveraged its proprietary automation platform, BIPort, which automated report conversion, dependency mapping, and data validation between Tableau and Power BI significantly reducing manual effort and migration time.
Benefits
- Cut down of costs by 50%
- Training leads to the expertise of the in-house data team.
- Enhanced real-time reporting and analytics
- Fetching real-time data leads to optimization of sales and order performance.
- Addressed data downtimes, efficiency, and more control over security features
