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Migration Utility

Migration Utility

This section details how to use the Migration Utility in Kyvos to migrate data models and metadata from Tableau and Power BI workbooks to Kyvos with minimal manual effort, ensuring continuity of analysis.

This feature migrates data models and metadata from Tableau and Power BI workbooks into Kyvos with minimal manual effort. Users can perform the same analyses in Kyvos—using Kyvos Dialogs or the MCP Server—that they executed in Tableau and Power BI. This ensures workflow continuity and accelerates Kyvos adoption.

Important

You can currently migrate only Tableau workbooks or Power BI reports based on the Snowflake data source. Support for more data sources will be added in future releases.

With this utility, you can:

  • Switching Tableau and Power BI Workbooks to Kyvos Semantic Model: With this utility, users can now continue using their existing workbooks by connecting them to the Kyvos semantic model for improved performance.

  • Migrating Tableau and Power BI Workbooks into Kyvos: Kyvos now provides a seamless mechanism to migrate data models and metadata from Tableau and Power BI workbooks into Kyvos with minimal manual effort.

The steps to switch and migrate Tableau and Power BI workbooks and Power BI reports are the same. The following section shows how to switch and migrate a Tableau workbook and Power BI report.

Switching Tableau Workbook to Kyvos Semantic Model

Points to know

  • Currently, only the conditional set is supported. Other set types will be supported in future releases.

  • Enhanced Power BI report handling for dynamic parameters created within workbooks.

  • Added support for custom SQL-based definitions while migrating Tableau workbooks.

Note

The procedure to switch a Tableau workbook or Power BI report to a Kyvos semantic model is the same. The selection images may vary. This demonstration explains the Tableau workbook flow.

  1. To navigate to the migration utility, click the Toolbox and select Utilities > Migration Utility. The Migrate Analytics Artifact to Kyvos dialog is displayed.

    image-20260123-105145.png

     

  2. Select the Files type as:

    • Tableau Workbook

    • Power BI Report

  3. In the Migration Type section, select the Change Workbook Data Source option.

  4. To select the workbook to upload, do one of the following:

    • Upload from local system: Select this option to upload a workbook from your local computer. Now, click Upload and Next. The Workbook Analysis Summary dialog is displayed.

    • Fetch from a remote repository: Select this option to retrieve the workbook via an existing Kyvos connection. You can change the workbook any time. Now, click Fetch and Next.

  5. The Workbook Analysis Summary dialog is displayed.

    image-20260123-111358.png

     

  6. Click Next. The Prepare Kyvos Semantic Models dialog is displayed.

    image-20260123-110600.png

     

  7. To prepare semantic models, do one of the following:

    1. Semantic Model Action: Select Create or Use Existing as needed.

      1. Create: To create a new semantic model, this option is enabled only when you have a single table. For multiple tables, select the Use existing option, as the Create option is disabled.

        • Select the Kyvos connection to be used in the corresponding datasets.

      2. Use existing: To use an existing semantic model. You can also change the semantic model.

  8. In the Additional Settings section, do the following:

    1. Select the target folder for new entities. You can change the folder at any time.

    2. For conflict handling, select one of the following:

      • Overwrite existing entity: Select this option if you want to overwrite an existing entity with the same name that already exists.

      • Create new entity with new name: Select this option if you want to create a new entity with the new name.

    3. Select the connector type to be used by the workbook.

  9. Click Update workbooks. The Review Migration Results dialog is displayed.

    image-20260107-062432.png

     

  10. Click Finish and download. The Migration Complete dialog is displayed.

    image-20260107-062743.png

     

  11. Click Download Updated Workbooks. The workbook is downloaded.

Migrating Tableau Workbook into Kyvos

  1. To navigate to the migration utility, click the Toolbox and select Utilities > Migration Utility. The Migrate Analytics Artifact to Kyvos dialog is displayed.

    image-20260123-111641.png

     

  2. In the Migration Type section, select the Migrate Fully to Kyvos option.

  3. To select the workbook to upload, do one of the following:

    • Upload from local system: Select this option to upload a workbook from your local computer.

    • Fetch from a remote repository: Select this option to retrieve the workbook via an existing Kyvos connection.

  4. Select the LLM connection to be used for summary generation from the list.

  5. Click Upload and Next. The Workbook Analysis Summary dialog is displayed.

    image-20260123-111909.png

     

  6. Click Next. The Prepare Kyvos Semantic Models dialog is displayed.

    image-20260316-102147.png

     

  7. Select the Kyvos connection to use in the corresponding datasets. If all tables share a connection, select it from the list. Otherwise, select individual connections for each table.

  8. To prepare semantic models, do one of the following:

    1. Semantic Model Action: Select Create or Use Existing as needed.

      1. Create: To create a new semantic model, this option is enabled only when you have a single table. For multiple tables, select the Use existing option, as the Create option is disabled.

      2. Use existing: To use an existing semantic model.

  9. Select the Kyvos connection to be used in the corresponding datasets.

  10. In the AI Space section, enter the AI Space where the semantic models will be added. Again, you can create a new one or use an existing AI Space.

  11. In the Additional Settings section, select the target folder where new entities will be created.

  12. For conflict handling, select one of the following:

    • Overwrite existing entity: Select this option if you want to overwrite an existing entity with the same name that already exists.

    • Create new entity with new name: Select this option if you want to create a new entity with the new name.

  13. Click Migrate Workbooks. The Review Migration Results dialog is displayed.

  14. On the dialog box, you can perform the following:

    1. Click the Open and review link to review or edit the semantic model or AI Space details on the designer’s page.

    2. Click the Review Generated Summary link and the Review Summary dialog is displayed.

      1. Show expression: To view Tableau workbook or Power BI report expressions.

      2. Open and Review: To open, view, or edit the summary instructions edit the summary instructions on the designer’s page.

      3. Close: To exit the dialog box.

        image-20260316-104138.png

         

  15. Click Finish. Now your AI space is ready, and you can start exploring your data with Kyvos Dialogs. Click Open in Kyvos Dialogs.

    image-20251230-110727.png

     

  16. You can now start conversation Analytics with Kyvos Dialogs.

    image-20251230-110938.png

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