Notes
NOTE [[BuyCo]] Luc did some tests with embedding.
NOTE This image is good to illustrate development workflow with a BI tool
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.
- 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:
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.pngDone