Report Migration from Tableau to Amazon QuickSight

A Financial Services company needed to migrate its Credit Card Network set of executive dashboards from Tableau to QuickSight in order to understand the business performance at-a-glance. The requirement was to securely track critical and large data volume at efficient costing.

Client Challenges and Requirements

• The requirement was to track critical and large datasets, scalability being their main priority.

Bitwise Solution

• Assess the existing Tableau environment and critical business requirements.
• Optimize reports and reduce redundancy.
• Set up and configure required data connections. Configure Redshift with QuickSight. Establish relationships between different data sources and create the data structure in QuickSight.
• With the help of the existing Tableau reports as a mockup, create QuickSight visualizations.
• Provide filtering capabilities and create calculations for the custom fields.
• Implement incremental refresh for high-volume data to optimize the data refresh performance.
• Leverage QuickSight features to enhance the visualizations.
• Perform data validations and quality checks. Publish reports with role-based accesses.

Tools & Technologies We Used

Key Results

Eases decision-making and tracking of management strategy and business plans

Cost effective and scalable solution / Reduced server and maintenance cost

Dataset versioning

Seamless and secure integration with AWS