Guide

Native BI generation and BI migration: concepts and caveats

What generating native BI reports means, how asset conversion differs from a rebuild, and why each conversion path must be validated on its own.

What "native" means

A native report or dashboard is created in the target platform's own format, so it can be opened, edited, secured and published with that platform's tools. This differs from a lookalike that is displayed through a separate viewer.

Conversion compared with rebuilding

Converting BI assets compared with rebuilding them by hand
AspectRebuild by handConvert supported assets
Starting pointRequirements and screenshots of the old reportThe existing asset
EffortEvery report is recreated manuallySupported parts are converted, the rest is rebuilt
Risk to manageDrift from the original meaningAssuming a converted report behaves identically without checking

Why each path has to be validated

Platforms differ in how they store data models, calculations, formatting and security. A conversion from one platform to another is therefore a separate piece of engineering for each direction, and support for one direction says nothing about another.

For that reason a trustworthy vendor lists a conversion direction only once it has been implemented and tested, and says what it does not cover.

Evaluation checklist

  • Which source and target platforms and versions are supported, per direction?
  • Which asset types convert, and which must be rebuilt?
  • How calculations, data models and security rules are handled.
  • How converted output is compared with the original.
  • What the vendor says it does not support.

How DAXORA Forge approaches it

DAXORA Forge generates native BI reports and converts supported BI assets. Support is listed path by path, only where implemented and validated. See the Forge page and the compatibility page for the current status.

See DAXORA Studio, Insight and Forge with your own use case

Tell us where your data lives and what decisions you need to support. We will show you how the platforms apply.