Migration Project Checklist

Track your progress through the Tableau to SAP BO migration

0%

Not Started

In Progress

Completed

Phase 1: Preparation

Get Tableau workspace access

Contact IT/PM for login credentials

Get SAP BO development access

Ensure BI LaunchPad and Web Intelligence access

Get Snowflake read permissions

Read-only access to required databases

Set up VPN connection

If required for system access

Create project documentation folder

Organize screenshots and notes

Test all system connections

Verify you can access and navigate each system

Phase 2: Analysis

Screenshot all Tableau charts

Capture every visualization in the dashboard

Document all filters and parameters

Note default values and available options

Identify data fields used in each chart

Map Tableau field names to requirements

Explore Snowflake table structure

Run SHOW TABLES and DESC commands

Test sample queries in Snowflake

Verify data availability and format

Create data mapping spreadsheet

Tableau fields → Snowflake columns

Phase 3: Development

Create first SAP BO Web Intelligence document

Set up connection to Snowflake universe

Build basic data query

Start with simple SELECT query for validation

Create first chart (Story Points Trend)

Line chart showing points over time

Create second chart (Status Distribution)

Pie or bar chart showing status breakdown

Implement filters and parameters

Date ranges, team filters, status filters

Complete all remaining charts

Build all visualizations from original dashboard

Format charts to match Tableau styling

Colors, labels, titles, and layout

Phase 4: Testing

Verify data accuracy (record counts)

Compare totals between Tableau and SAP BO

Test all filters functionality

Each filter should produce expected results

Performance testing (load times)

Dashboard should load within 30 seconds

Test export functionality (PDF/Excel)

Reports should export with proper formatting

Cross-browser testing

Test in Chrome, Firefox, Edge, Safari

Mobile responsiveness testing

Dashboard should work on tablets and phones

Phase 5: Delivery & Documentation

User Acceptance Testing with GPBI team

Get approval from end users

Create migration documentation

Step-by-step process and decisions made

Document known issues and limitations

Any differences from original Tableau version

Prepare user training materials

If requested by project manager

Final project handover meeting

Present completed dashboard to stakeholders

Project completion sign-off

Get formal approval and project closure