Chinh (lelouvincx) / 2026-05-15

Notes

• NOTE [[BuyCo]] Luc did some tests with embedding.

• NOTE This image is good to illustrate development workflow with a BI tool

  • https://media.secondbrain.lelouvincx.com/2026/05/ef430892fc2b0d6ea66153e5202e0c0f.png

• Tasks

• Partly today

  • DONE Power BI → Holistics playbook

• Plan

  • Need a diagram presenting the high-level conceptual mapping between PBI and Holistics.
  • Present it.
  • Present the migration workflow as diagram.

• Tableau to Sigma

  • Lack of easy-to-understand conceptual diagram that explains how concepts are translating from Tableau to Sigma.
  • Video is long, lost patience.

• https://learn.microsoft.com/en-us/power-bi/developer/projects/projects-report?tabs=v2,desktop

• https://learn.microsoft.com/en-us/power-bi/developer/projects/projects-dataset

• Let anh Khai To and anh Huy to review.

• Review done. Answer their reviews and publish to docs first.

• Polishing conceptual diagram from hand-written diagram:

  • https://media.secondbrain.lelouvincx.com/2026/05/dc5d1526ea97f7df9a3e149309f383b7.png

    • Claude Design: https://claude.ai/design/p/282aa005-523c-4ad7-a5be-b4b5bc48a884?file=Power+BI+to+Holistics.html
    • https://media.secondbrain.lelouvincx.com/2026/05/1e731c748b287b98e530bdf7e3d08db5.png

  • DONE Polish content

  • https://docs.holistics.io/docs/from-others/power-bi/conceptual-differences

  • https://docs.holistics.io/docs/from-others/power-bi/migrating-to-holistics

• DONE Send Slack

  - Start a POC
    - [Ampcode (check PBI file)](T-019e3a96-b704-735a-b377-03559bd1e718)
    - 1. Requirements:
      - A Power BI report, saved as code:
        - https://media.secondbrain.lelouvincx.com/2026/05/e1720c1db53d2102425fdc28175bcf04.mp4
        - Including:
          - `.SemanticModel`
          - `.Report`
          - https://media.secondbrain.lelouvincx.com/2026/05/9876e2a88e553bb72cb3700592111192.png
      - Data available in database (motherduck)
        - [Ampcode (load data)](T-019e3ab1-f196-73ea-b48f-0dc8615a9964)
    - 2. Check the data source is connected to Holistics and can query data
      - https://media.secondbrain.lelouvincx.com/2026/05/094d695f8f96eb37b0b25b730ed62dad.png
    - 3. Start migrating session
      - Local CLI
      - Claude Code with skills (migration skills) and MCP loaded
        - [Ampcode (create migration skill)](T-019e3ac2-fe5b-7752-986a-c0fbfa803cab)
    - 4. Migrate
      - [Ampcode (code execution)](T-019e3ad6-3a6b-73fe-8e9f-6fb92301ec91)
      - (Optional) Move heavy ETL out of Power Query (M) into upstream SQL or dbt
      - Convert **tables** to Holistics models (table or query type)
      - Convert **relationships** to Holistics dataset relationships
      - Convert **DAX measures** to AQL / SQL metrics
      - Convert **calculated columns** to dimensions
      - Rebuild **reports** as Holistics dashboards
    - Result: https://media.secondbrain.lelouvincx.com/2026/05/b471daee99d2d9f4ef8f76bda92b1fab.mp4
  - LEARNING Power BI Migration
    - PBIP not actually saved in TMDL mode. Power BI Desktop writes the per-table .tmdl files only when you do File → Save on the .pbip/.pbism with the "Store semantic model using TMDL format" preview enabled. If you only opened the .pbix, Desktop may scaffold the folder shells (.platform, definition.pbism, empty definition/tables, definition/cultures) without serializing.
    - Remember to enable `pbip` save as format
      - https://media.secondbrain.lelouvincx.com/2026/05/ab05aecd78cc6258e7a6da7bc4cfd7ac.png
  

• Done