Power BI is a business analytics tool developed by Microsoft for creating interactive reports and dashboards. While Power BI is not automatically included in Office 365, Microsoft seamlessly integrates Power BI with Excel and other Office 365 applications through various subscription plans that provide advanced features and capabilities.
On Demand Migration helps you migrate your Power BI assets from a source to a target tenant, with easy-to-use discovery, assessment and migration services.
In this chapter:
The On Demand Migration Power BI migration service migrates Power BI assets like shared workspaces between Microsoft 365 tenants, based on the source data connection types to which Power BI reports are connected.
On Demand Migration migration support for Power BI components is indicated in the following table. Migrations are limited to 1 GB for supported Power BI components.
| Microsoft public preview features |
✖ |
|
| On Premises Power BI |
✖ |
|
| Power BI Service Object |
| Admin Group Workspaces |
✖ |
|
| Dashboards |
✖ |
|
| On Premises Gateways |
✖ |
Requires manual creation in destination Tenant |
| Personal Workspaces |
✖ |
|
| Pipelines |
✖ |
|
| Power BI Account Licensing |
✖ |
|
| Power BI Applications |
✖ |
|
| Reports |
✔ |
Subject to Source Data Connection Type |
| Semantic Models |
✔ |
Subject to Source Data Connection Type |
| Shared Workspaces |
✔ |
Subject to Source Data Connection Type |
| Power BI Service Object Permissions |
| Gateway Access Permissions |
✖ |
Requires manual creation in destination Tenant |
| Report Permissions |
✖ |
Inherited from Workspace |
| Semantic Model Permissions |
✖ |
Inherited from Workspace |
| Workspace Permissions |
✔ |
Requires account matching |
| Source Data Connections |
Connections not listed are considered as unsupported |
| Microsoft Azure SQL Server |
✔ |
|
| Microsoft Excel Imported |
✔ |
|
| Microsoft SQL Server |
✔ |
|
| M365 security and compliance features |
| Legal Hold |
✖ |
|
| M365 Compliance Customer Lockbox |
✖ |
|
| Microsoft Information Protection policies and labels |
✖ |
|
| Retention Labels |
✖ |
|
| Power Platform features |
| Power Apps |
✖ |
|
| Power Automate (Flow) |
✖ |
|
| Power Pages |
✖ |
|
| Power Virtual Agents |
✖ |
|
Prerequisites
- It is highly recommended that all accounts in the project be matched to ensure that membership and content ownership are processed correctly. See Matching and Mapping Accounts for more information.
- The target tenant should already have the fully configured Power BI Service with licensing to match the source tenant.
- The following admin consents should be granted for Power BI migration:
- Migration - Basic
- Migration – Power BI
Limitations
The limitations indicated below may not be an exhaustive list of limitations as some may appear in unique customer migration scenarios, or arise due to platform or legacy support restrictions.
- Limited to shared workspaces, personal and admin group workspaces will not be migrated.
- Limited to source data based on Excel, On Premises SQL Server, Azure SQL Server.
- Connection migrations require credentials for source system access during migration.
- On Premises Gateways are not migrated.
- Explicit access to shared workspaces is required for migration.
- Explicit access to on premises Gateways is required for discovery and mapping.
- Applications, Pipelines, Dataflows and Dashboards are not supported.
- User account licensing for Power BI is not processed.
- Sensitivity labels are not transferred.
- Third party reporting visualization plugins are not transferred.
Microsoft Power BI Limitations
Power BI migrations are subject to Microsoft limitations for the use of the Power BI migration service and the included APIs. These limitations are published by Microsoft on their public website. Power BI discoveries and migrations are subject to Microsoft Power BI REST API throttling during processing.
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|
NOTE: The Power BI migration workspace is a On Demand Migration project workspace, and should not be confused with Power BI Workspaces that are objects of the Power BI asset type. |
In this topic:
Dashboard
The dashboard in the Power BI migration workspace presents a summary of the Power BI migration activities and links to important actions. The components of the dashboard are as described below:
Notification panel - presents relevant information and shortcuts to migration activities. Appears when a notification is available.
Dashboard menu - contains the following links to common activities in the migration process.
- Connect to Power BI - starts the New Test Power BI Connection Task wizard that verifies the security requirements to connect to the Power BI application in the source and target tenants. See Connecting to Power BI for more information.
- Configure Project - lets you specify a default administrator for Power BI object migrated to the target tenant. To configure the project follow the steps described below:
- Click Configure Project. The Edit Project page opens
- In the Default Target Admin User field, enter the user principal name (UPN) of the target tenant administrator.
- Discover All Contents - Starts the New Discover All Contents Task wizard to discover all Workspaces, Gateways and Connections in the source tenant. For more information see Discovering Content.
- Collect Statistics - Starts the New Collect Statistics Task wizard to collect information needed for detailed premigration report which includes Power BI Reports, Users and Object Roles in addition to Power BI content.
Dashboard Tiles
- Getting Started - displays quick start links and instructions about various actions for preparing and migrating Power BI Connections and Workspaces.
- Workspaces with Status - displays a summary of the Power BI Workspaces in various migration states. The title displays the total number of workspaces with status. Click Show All to open the Workspaces List view to inspect the Workspaces.
- Gateways - displays a summary of the Power BI Gateways in various migration states. The title displays the total number of Gateways. Click Show All to open the Gateways List view to inspect the Gateways.
- Connections - displays a summary of the Power BI Connections with pre-migration connection profiles: Assigned or Unassigned. A connection profile is a named set of credentials that is assigned to discovered Connections before they can be migrated. The title displays the total number of connections. Click Show All to open the Connections List view to inspect the Connections.
- Connections with Status - displays a summary of the Power BI Connections in various migration states. The title displays the total number of connection. Click Show All to open the Connections List view to inspect the Connections.
- Tasks - displays the five most recent tasks that were completed in the Power BI migration workspace. The title displays the total number of tasks. Click Show All to open the Tasks List view.
- Events - Displays the five most recent events that were completed in the Power BI migration workspace. The title displays the total number of error events. Click Show All to open the Events List view.
Workspaces List View
The Workspaces List View is comprised of the following components:
Notification panel - presents relevant information and shortcuts to migration activities.
Filter panel - consists of predefined filters for the Workspaces List view. See Filtering for more information about working with filters. The predefined filters are:
- Status - returns a list of Workspaces based on the selected status of the most recent task that was run for the Workspace. Valid values are New, Stopped, In Progress, Failed and Completed.
- Workspace State - returns a list of Workspaces in the selected migration state. See the Migration State column description below for filter values.
List View Actions Menu - contains links to Workspace actions and the search box. Each action is explained in greater detail in subsequent topics. See Searching for more information about working with the search box.
- Discover - starts the New Discover Workspaces Task wizard to discover Connections in the source tenant. See Discovering Workspaces for more information.
- Migrate - starts the New Migrate Workspaces Task wizard. See Migrating Workspaces for more information.
- Delete - deletes one or more selected Workspaces.
- New Collection, Add to Collection, More > Import Collection - see Managing Power BI objects with Collections for more information.
- More > Map from File - starts the New Mapping from File Task wizard to map specific Workspaces from the source to a Workspace that may or may not exist in the target tenant. See Mapping Workspaces for more information.
List View - displays information about Workspaces in the source tenant. Use Edit Columns to show or hide columns in the list. The columns are as described below:
- Migration State - state of the task in the migration process. Values are as listed below:
- Discovered - Workspace discovered in the source tenant.
- Migrating - Workspace migration in progress.
- Migrated - Workspace migrated successfully to the target tenant.
- Migrated with issues - Workspace migration completed but there were issues during migration.
- Migration failed - Workspace could not be migrated.
- Stopped - Workspace migration has been halted.
- Name - name of the Workspace in the source tenant.
- Owner - the username of the owners of the source tenant workspace.
- Target Workspace - displays the target workspace name when you map a source workspace to a target workspace with a different name.
- Reports Count - number of reports in the source tenant Workspace.
- Users Count - total number of users who have access to the source tenant Workspace.
- Capacity - capacity level of the Power BI. valid values are Power BI Standard and Power BI Premium. Help you plan that the capacity in the target tenant.
Workspace Details
When you select a Power BI Workspace from the List View, the Workspace Detail pane opens. The information in the pane is described below:
- Description - name of the Workspace in the source tenant.
- Events - count of the events that occurred during one or more tasks.
- Tasks - list of tasks invoked for the selected Workspace .
Gateways List View
The Gateways List View is comprised of the following components:
Notification panel - presents relevant information and shortcuts to migration activities.
Filter panel - consists of predefined filters for the Gateways List view. See Filtering for more information about working with filters. The predefined filter is:
- Matching - returns a list of Gateways in the selected matching state. Valid values are Matched and Unmatched.
List View Actions Menu - contains links to gateway actions and the search box. Each action is explained in greater detail in subsequent topics. See Searching for more information about working with the search box.
- Discover - starts the New Discover Gateways Task wizard to discover Connections in the source tenant. See Discovering Gateways for more information.
- Match - starts the New Match Gateways Task wizard. See Matching and Mapping Gateways for more information.
- Export - exports one or more selected Gateways to a CSV file.
- Delete - deletes one or more selected Workspaces.
- New Collection, Add to Collection, More > Import Collection - see Managing Power BI objects with Collections for more information.
List View - displays information about Gateways in the source tenant. Use Edit Columns to show or hide columns in the list. The columns are as described below:
- Name - name of the source tenant gateway.
- Discovered On - date and time the source tenant gateway was discovered by a discovery task.
- Target Gateway - name of the target tenant gateway.
Gateway Details
When you select a Power BI Gateway from the List View, the Gateway Detail pane opens. The information in the pane is described below:
- Description - name of the Gateway in the source tenant.
- Events - count of the events that occurred during one or more tasks.
- Tasks - list of tasks invoked for the selected Gateway.
Connections List View
The Connections List View is comprised of the following components:
Notification panel - presents relevant information and shortcuts to migration activities.
Filter panel - consists of predefined filters for the Connections List view. See Filtering for more information about working with filters. The predefined filters are:
- Status - returns a list of Connections based on the selected status of the most recent task that was run for this account. Valid values are New, Stopped, In Progress, Failed and Completed.
- Connection State - returns a list of Connections in the selected migration state. See the Connection State column description below for filter values.
- Type - see the Type column description below for filter values.
- Profile - returns a list of connection that either assigned or not assigned to a connection profile. Valid values are Assigned and Not Assigned.
- Target Binding - valid values are Supported and Unsupported.
List View Actions Menu - contains links to Connection actions and the search box. Each action is explained in greater detail in subsequent topics. See Searching for more information about working with the search box.
- Discover - starts the New Discover Connections Task wizard to discover Connections in the source tenant. See Discovering Connections for more information.
- Assign Connection Profile - starts the Create New Connection Profile Task wizard to assign a Connection Profile to a discovered Connection before it can be migrated. See Creating and Assigning Connection Profiles for more information.
- Migrate - starts the New Migrate Connections Task wizard. See Migrating Connections for more information.
- Delete - deletes one or more selected connections.
- New Collection, Add to Collection, More > Import Collection - see Managing Power BI objects with Collections for more information.
List View - displays information about Gateways in the source tenant. Use Edit Columns to show or hide columns in the list. The columns are as described below:
- Name - name of the source tenant connections.
- Connection State - state of the task in the migration process. Values are as listed below:
- Discovered - Connections discovered in the source tenant.
- Migrating - Connections migration in progress.
- Migrated - Connections migrated successfully to the target tenant.
- Migrated with issues - Connections migration completed but there were issues during migration.
- Migration failed - Connections could not be migrated.
- Stopped - Connections migration has been halted.
- Type - the type of connection to a data repository. Valid values are File (any file that contains data like Microsoft Excel) and Sql (includes both Azure and on-premise SQL servers)
- Users - displays all users who have owner right for the connection.
- Discovered On - date and time the source tenant gateway was discovered by a discovery task.
- Gateway Name - name of the gateway that is used by the connection.
- Assigned Connection Profile - name of the Profile when it is assigned to the Connection.
- Target Binding - Valid values are Supported and Unsupported.
Connection Details
When you select a Power BI Connection from the List View, the Connection Detail pane opens. The information in the pane is described below:
- Description - name of the Connection in the source tenant.
- Events - count of the events that occurred during one or more tasks.
- Tasks - list of tasks invoked for the selected Connection.
Connection Profiles List View
The Connection Profiles List View is comprised of the following components:
Notification panel - presents relevant information and shortcuts to migration activities.
List View Actions Menu - contains links to Connection Profile actions and the search box. Each action is explained in greater detail in subsequent topics. See Searching for more information about working with the search box.
- Create - creates a new connection profile with user name, password and profile name for scenarios when you need to assign the same connection profile for multiple connections. Otherwise, use the Assign Connection Profile task from Connections tab to create and assign a connection profile to a specific connection.
- Edit - updates the user name and password for an existing connection profile.
- Delete - deletes one or more selected connection profiles.
- New Collection, Add to Collection, More > Import Collection - see Managing Power BI objects with Collections for more information.
List View - displays information about Connection Profiles in the source tenant. Use Edit Columns to show or hide columns in the list. The columns are as described below:
- Name - name of the connection profile.
Connection Profile Details
When you select a Power BI Connection Profile from the List View, the Connection Profile Detail pane opens. The information in the pane is described below:
- Description - name of the Connection Profile in the source tenant.
- Events - count of the events that occurred during one or more tasks.
- Tasks - list of tasks invoked for the selected Connection Profile.
