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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Migrating from Tableau to Power BI in Salesforce presents significant technical challenges including different embedding methods, authentication requirements, and complex licensing models that often make the migration more painful than expected.
Here’s an alternative migration path that may better serve your needs while avoiding Power BI’s embedding limitations and reducing your total cost of ownership.
CoefficientConsider a better migration path with
SalesforceInstead of recreating Tableau dashboards in Power BI and dealing with Power BI’s embedding challenges, you can migrate to Google Sheets dashboards powered by directdata imports. This approach often provides better performance and simpler ongoing maintenance than Power BI embedding solutions.
The migration becomes straightforward because you can import from ALL your existing Salesforce reports, including those that currently feed your Tableau dashboards, and recreate most visualizations using Google Sheets’ robust charting capabilities.
How to make it work
Step 1. Audit your existing Tableau dashboards.
Identify which Salesforce reports and objects feed your current Tableau dashboards. Document the key visualizations, filters, and data relationships you need to recreate in the new environment.
Step 2. Import your Salesforce data sources.
Use Coefficient to import from the same Salesforce reports and objects that Tableau currently uses. This includes standard objects, custom objects, and complex reports with multiple data sources.
Step 3. Recreate visualizations and filtering.
Build charts, pivot tables, and KPIs in Google Sheets that match your Tableau dashboard functionality. Apply the same complex filtering and data relationships using AND/OR logic and dynamic filters.
Step 4. Set up automated refresh schedules.
Configure automatic data refreshes with scheduling options from hourly to weekly. This ensures your migrated dashboards stay current with the same data freshness you had in Tableau.
Step 5. Embed in Salesforce Lightning pages.
Add your new Google Sheets dashboards to Lightning pages where they embed more reliably than Power BI solutions. The dashboards maintain mobile responsiveness and faster load times.
Migration doesn’t have to mean compromise
Start your migrationThis migration path often results in better performance, lower costs, and simpler maintenance compared to Power BI embedding. You get the dashboard functionality you need without the technical complexity.to more reliable Salesforce dashboard embedding today.
