EPC Group - Enterprise Microsoft AI, SharePoint, Power BI, and Azure Consulting
G2 High Performer Summer 2025, Momentum Leader Spring 2025, Leader Winter 2025, Leader Spring 2026
BlogContact
Ready to transform your Microsoft environment?Get started today
(888) 381-9725Get Free Consultation
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌

EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

Follow Us

Solutions

  • All Services
  • Microsoft 365 Consulting
  • AI Governance
  • Azure AI Consulting
  • Cloud Migration
  • Microsoft Copilot
  • Data Governance
  • Microsoft Fabric
  • Dynamics 365
  • Power BI Consulting
  • SharePoint Consulting
  • Microsoft Teams
  • vCIO / vCAIO Services
  • Large-Scale Migrations
  • SharePoint Development

Industries

  • All Industries
  • Healthcare IT
  • Financial Services
  • Government
  • Education
  • Teams vs Slack

Power BI

  • Case Studies
  • 24/7 Emergency Support
  • Dashboard Guide
  • Gateway Setup
  • Premium Features
  • Lookup Functions
  • Power Pivot vs BI
  • Treemaps Guide
  • Dataverse
  • Power BI Consulting

Company

  • About Us
  • Our History
  • Microsoft Gold Partner
  • Case Studies
  • Testimonials
  • Fixed-Fee Accelerators
  • Blog
  • Resources
  • All Guides & Articles
  • Video Library
  • Client Reviews
  • Contact
  • Schedule a consultation

Microsoft Teams

  • Teams Questions
  • Teams Healthcare
  • Task Management
  • PSTN Calling
  • Enable Dial Pad

Azure & SharePoint

  • Azure Databricks
  • Azure DevOps
  • Azure Synapse
  • SharePoint MySites
  • SharePoint ECM
  • SharePoint vs M-Files

Comparisons

  • M365 vs Google
  • Databricks vs Dataproc
  • Dynamics vs SAP
  • Intune vs SCCM
  • Power BI vs MicroStrategy

Legal

  • Sitemap
  • Privacy Policy
  • Terms
  • Cookies

About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
‌
Home / Blog / Fabric Migration Guide for Legacy BI Teams
Fabric Migration Guide Legacy Bi Teams | EPC Group - EPC Group enterprise consulting

Fabric Migration Guide Legacy Bi Teams | EPC Group

Enterprise Microsoft consulting insights from EPC Group — 29 years serving Fortune 500.

Fabric Migration Guide for Legacy BI Teams

By Errin O'Connor | April 2026

Your organization has years invested in a BI stack that works — SQL Server, SSIS, SSAS, SSRS, maybe Synapse, maybe Cognos or BusinessObjects. Now Microsoft is telling you that Fabric is the future. This guide is the migration playbook your BI team needs: what to assess, what to move first, what to leave alone, and how to avoid the mistakes that derail BI modernization projects.

Is Your Organization Ready for Fabric?

Not every organization should migrate to Fabric today. Before committing budget, assess readiness across five dimensions:

DimensionReadyNot Ready
Data PlatformAlready on Azure (Synapse, ADLS, ADF) or Power BI PremiumEntirely on-premises with no Azure footprint
Team SkillsSQL + Power BI proficiency; some Python/PySpark exposureTeam knows only legacy tools (Cognos, SSRS) with no modern BI skills
Data VolumeGrowing data volumes straining current platform performanceSmall, stable data volumes well-served by current tools
GovernanceNeed unified governance across data lake, warehouse, and BISingle-purpose BI with no data lake or multi-source complexity
BudgetCan invest $150K+ in migration plus Fabric capacity licensingNo migration budget; need zero-cost transition

If you score "Not Ready" on three or more dimensions, focus on foundational modernization first — move to Azure, upskill the team, establish governance — before targeting Fabric.

Data Estate Mapping: Know What You Have

Before migrating anything, document your current data estate comprehensively:

  • Data sources: Every database, file share, API, SaaS connector, and manual data feed that produces data for your BI environment. Include source system owners and refresh frequencies.
  • ETL/ELT pipelines: SSIS packages, Azure Data Factory pipelines, custom scripts, stored procedures, or manual processes that move and transform data. Document dependencies and scheduling.
  • Data warehouse: SQL Server databases, Azure SQL, Synapse dedicated pools, or third-party warehouses. Catalog schemas, tables, views, stored procedures, and their consumers.
  • Semantic models: SSAS cubes (multidimensional or tabular), Power BI datasets, Cognos Framework Manager models, or BusinessObjects universes. These are your business logic layer and the hardest to migrate.
  • Reports and dashboards: SSRS reports, Power BI reports, Cognos reports, or other BI output. Document active usage — reports nobody uses should not be migrated.
  • Security model: How access is controlled at each layer — database roles, SSAS roles, Power BI workspace roles, row-level security, and integration with Active Directory / Entra ID.

OneLake Strategy: What Moves, What Stays

OneLake is Fabric's unified storage layer — analogous to OneDrive for data. Every Fabric workspace gets a OneLake location. Your strategy for OneLake should follow this decision framework:

  • Move to OneLake: High-value analytical data that is actively queried, data that benefits from Direct Lake mode in Power BI (dramatically faster queries), data that needs unified governance through Microsoft Purview, and data that feeds multiple downstream consumers.
  • Shortcut (do not move): Data in existing Azure Data Lake Storage that is infrequently accessed, data in Amazon S3 or Google Cloud that you do not own or control, compliance-constrained data that must remain in a specific geography or storage account, and archival data kept for regulatory retention.
  • Leave entirely: Operational databases (OLTP) that are not part of your analytical workload, data already served well by existing pipelines with no performance or governance issues, and data that will be decommissioned within 12 months.

Semantic Model Migration Strategy

Semantic models are the business logic layer — the measures, hierarchies, relationships, and calculations that turn raw data into business meaning. This is the most complex part of Fabric migration:

From SSAS Tabular to Fabric

SSAS tabular models migrate most cleanly to Fabric. Power BI semantic models in Fabric are effectively SSAS tabular models hosted in the cloud. Migration steps:

  1. Export the tabular model as a .bim file from SSAS.
  2. Import into a Power BI Desktop file or use XMLA endpoint to deploy directly to a Fabric workspace.
  3. Update data source connections from on-premises SQL to Fabric Lakehouse/Warehouse.
  4. Validate DAX measures, relationships, and hierarchies.
  5. Enable Direct Lake mode if the data source is a Fabric Lakehouse (significant performance improvement over Import mode).

From SSAS Multidimensional (OLAP Cubes) to Fabric

This is the hardest migration path. SSAS multidimensional cubes use MDX, not DAX; they support features (writeback, parent-child hierarchies with unary operators, many-to-many dimensions) that do not have direct equivalents in Fabric semantic models. Options:

  • Rebuild in DAX: The recommended long-term approach. Rebuild the cube as a Power BI semantic model with DAX measures. Requires significant effort but produces a modern, maintainable model.
  • Run in parallel: Keep SSAS multidimensional running for complex cubes while migrating simpler models to Fabric. Phase out cubes as DAX equivalents are validated.
  • Use Azure Analysis Services: As a transitional step, move SSAS multidimensional to Azure Analysis Services (which supports both MDX and DAX) while planning the full Fabric migration.

From Non-Microsoft BI to Fabric

Migrating from Cognos, BusinessObjects, Tableau, or Qlik requires rebuilding semantic models from scratch in Power BI/Fabric. There is no automated conversion. The approach:

  • Document business logic from existing tool (calculations, filters, hierarchies, security).
  • Build the Fabric data pipeline first — get the data into Lakehouse/Warehouse.
  • Rebuild the semantic model in Power BI, validating calculations against the legacy system.
  • Run both systems in parallel for 30-60 days with matched outputs before decommissioning.

FinOps: Controlling Fabric Costs

Fabric uses a capacity-based pricing model (CU — Capacity Units). Without FinOps discipline, costs can spiral:

  • Right-size capacity: Start with F64 (the minimum production SKU at ~$9,000/month). Scale up only when monitoring shows sustained capacity pressure. Fabric supports capacity scaling (up and down) via API or portal.
  • Use smoothing and bursting: Fabric's CU model allows short bursts above purchased capacity, smoothed over time. Optimize batch workloads to run during off-peak hours when burst capacity is available.
  • Monitor CU consumption: Use the Fabric Capacity Metrics app (built-in) to track which workspaces, workloads, and users consume the most CUs. Identify and optimize expensive queries.
  • Separate dev/test from production: Use lower-tier capacity (F2, F4) for development and testing. Reserve production capacity for production workloads.
  • Pause unused capacity: Fabric capacity can be paused (no charges when paused). Set up automation to pause dev/test capacity outside business hours — this alone can cut non-production costs by 60-70%.
  • Compare to current costs: Build a TCO comparison: sum all current costs (Synapse, ADF, ADLS, Power BI Premium, SSAS, SSIS server licensing) and compare to projected Fabric capacity costs. Most organizations save 10-25% in steady state.

Security Architecture in Fabric

Fabric security operates at multiple layers, and getting it right requires deliberate design:

  • Workspace security: Fabric workspaces use roles (Admin, Member, Contributor, Viewer). Map these to your organizational structure — typically one workspace per department or domain.
  • Item-level security: Individual items (lakehouses, warehouses, semantic models, reports) can have granular permissions independent of workspace roles.
  • Row-Level Security (RLS): Semantic models support RLS via DAX filters. Use RLS to restrict data visibility by department, region, or business unit.
  • OneLake security: Data in OneLake inherits the security model of the workspace and item. Shortcuts inherit the security of the source system — ensure source permissions are appropriate.
  • Purview integration: Fabric integrates with Microsoft Purview for sensitivity labeling, data classification, and lineage tracking. Enable this from day one.

Phased Migration Approach

Do not attempt a big-bang Fabric migration. Phase the work by risk and value:

  • Phase 1 (Weeks 1-4): Assessment and Architecture — Data estate mapping, readiness assessment, target architecture design, capacity sizing, FinOps baseline.
  • Phase 2 (Weeks 5-8): Foundation — Fabric capacity provisioning, workspace structure, security model, Purview integration, CI/CD pipeline setup.
  • Phase 3 (Weeks 9-16): Pilot Domain — Migrate one business domain end-to-end: data pipeline, lakehouse/warehouse, semantic model, reports. Validate with business users.
  • Phase 4 (Weeks 17-28): Expand — Migrate remaining domains using patterns established in Phase 3. Parallel run with legacy systems.
  • Phase 5 (Weeks 29-36): Optimize and Decommission — Performance tuning, FinOps optimization, user training, legacy system decommissioning.

Frequently Asked Questions

What legacy BI platforms does Microsoft Fabric replace?

Fabric consolidates capabilities that previously required multiple products: Azure Synapse Analytics (data warehousing and Spark), Azure Data Factory (ETL/ELT), Azure Data Lake Storage (data lake), Power BI Premium (analytics and reporting), and third-party tools for data quality and governance. For organizations on legacy stacks like IBM Cognos, SAP BusinessObjects, Oracle OBIEE, or Tableau Server + Snowflake, Fabric provides a unified alternative. However, 'replace' is a strong word — Fabric excels at the Microsoft-native end-to-end experience, but specific legacy tools may still be needed for edge cases like complex OLAP cubes or proprietary connectors.

Do we need to migrate all our data to OneLake?

No. Fabric supports OneLake Shortcuts, which create virtual pointers to data in existing locations — Azure Data Lake Storage, Amazon S3, Google Cloud Storage, or on-premises via gateway. Shortcuts let you query external data through Fabric without physically moving it. The recommended approach: migrate high-value, frequently-accessed data to OneLake for performance and governance benefits; use shortcuts for cold storage, compliance-constrained data, or data you don't own.

How do we handle existing Power BI reports during Fabric migration?

Existing Power BI reports and semantic models (formerly datasets) continue to work in Fabric without modification. The migration path is progressive: (1) Assign existing Power BI workspaces to Fabric capacity. (2) Existing reports work immediately. (3) Gradually migrate data sources from Azure SQL/Synapse to Fabric Lakehouse or Warehouse. (4) Update semantic model connections to point to Fabric data sources. (5) Rebuild only the reports that need Fabric-specific features (Direct Lake mode, OneLake integration). There is no forced cutover.

What does Fabric migration cost compared to keeping the legacy stack?

Fabric F64 capacity (the minimum for production workloads) starts at approximately $9,000/month. For a mid-size enterprise replacing Synapse + Data Factory + Power BI Premium P1, the Fabric equivalent typically costs 10-20% less in licensing when you account for eliminated Azure service costs. However, the migration itself costs $150,000-$500,000 depending on data volume, complexity, and custom code remediation. The TCO break-even point is usually 12-18 months post-migration. The non-financial benefit — a unified platform instead of five separate services — reduces operational complexity significantly.

What skills does our existing BI team need to learn for Fabric?

The good news: if your team knows SQL, Power BI, and basic Azure concepts, they have 60-70% of what they need. The gaps: (1) Lakehouse architecture — understanding medallion patterns (bronze/silver/gold), parquet/delta formats, and when to use Lakehouse vs. Warehouse. (2) PySpark or Spark SQL for notebook-based data engineering (not required for all roles, but important for at least 2-3 team members). (3) OneLake governance — shortcuts, security boundaries, and capacity management. (4) Dataflows Gen2 — the Power Query-based ETL engine that replaces Azure Data Factory for many use cases. Budget 4-8 weeks of structured training for the core team.

Plan Your Fabric Migration

EPC Group runs Fabric Readiness Assessments and end-to-end migrations for enterprise BI teams — from legacy stacks to production Fabric environments with governance, security, and FinOps built in. Call (888) 381-9725 or schedule an assessment.

Request a Fabric Readiness Assessment

Ready to get started?

EPC Group has completed over 10,000 implementations across Power BI, Microsoft Fabric, SharePoint, Azure, Microsoft 365, and Copilot. Let's talk about your project.

contact@epcgroup.net(888) 381-9725www.epcgroup.net
Schedule a Free Consultation

Microsoft Fabric Architecture: 2026 Considerations for Blog Fabric Migration Guide Legacy BI Teams

Microsoft Fabric F-SKU pricing in 2026 starts at F2 ($263/mo) and scales to F2048 ($269,000/mo). F64 ($5,257/mo) is the inflection point; it includes Power BI Premium capacity-equivalent features and unlocks Direct Lake mode across the full Fabric workload set (Data Engineering, Data Warehouse, Real-Time Intelligence, Data Science, Data Activator). For a typical Fortune 500 analytics workload, F64-F128 is the most common starting point.

OneLake (Microsoft Fabric unified data lake) uses a shortcut model that lets a single physical Parquet dataset serve both Fabric Lakehouse queries (Spark) and Fabric Warehouse queries (T-SQL) without copy. This eliminates the historical lakehouse vs warehouse pick-one decision and reduces typical enterprise data-platform footprint by 30-50% versus comparable Snowflake plus Databricks dual-vendor deployments.

Decision factors EPC Group evaluates

  • Microsoft Purview lineage tracking across Fabric workloads
  • OneLake shortcut strategy for cross-workload data sharing
  • Real-Time Intelligence vs Power BI streaming deployment patterns
  • Fabric vs Snowflake/Databricks consolidation TCO analysis
  • F-SKU capacity sizing (F2 to F2048) with Direct Lake compatibility

For a tailored read on this topic in your specific tenant, contact EPC Group at contact@epcgroup.net or +1 (888) 381-9725. Engagement options at /pricing.

Fabric Migration Guide Legacy BI Teams — the EPC Group practice

This deep-dive on Fabric Migration Guide Legacy BI Teams reflects EPC Group's 29 years of Microsoft-exclusive consulting and the field experience of senior architects who have shipped enterprise environments for Fortune 500 customers across regulated industries. The patterns and trade-offs here come from production work, not vendor decks.

EPC Group publishes practitioner-grade content because the buying audience for enterprise Microsoft consulting evaluates depth, not adjectives. Every guide pairs the technical position with how a senior architect would execute it, including the compliance, governance, and adoption considerations that determine whether the implementation survives audit and adoption.

Senior-architect-led delivery

Every engagement is led and staffed by 15 to 20 year veterans. No rotating juniors learning on your tenant. The bench includes hundreds of Microsoft-certified consultants who have shipped real production environments for Fortune 500 customers across SharePoint, Microsoft 365, Power BI, Azure, and Microsoft Copilot.

How EPC Group engages

Six-phase methodology applied to every engagement, compressed for fixed-fee accelerators and extended for full programs.

  1. Discovery — two-week assessment of the current estate, gap analysis, risk register, target architecture, costed remediation roadmap.
  2. Design — senior architect produces the target topology, identity framework, Conditional Access, Purview, governance model, and security posture, reviewed by client leads.
  3. Pilot — 25 to 100 user pilot in a real business unit. Migrate, apply baselines, test integrations, capture feedback.
  4. Wave rollout — migrate in waves of 500 to 2,500 users with communications, training, hypercare, and a per-wave retrospective.
  5. Adoption — role-based training, Champions network, executive sponsor enablement, metrics tracked against a measured baseline.
  6. Operate — optional managed-services retainer for license optimization, governance reviews, security monitoring, and quarterly business reviews.

Healthcare and life sciences

For hospitals, payors, and pharmaceutical companies, EPC Group enforces HIPAA, business associate agreements, and Microsoft Purview sensitivity labels for protected health information. Epic and Cerner integration patterns are part of our regulated-industry library, alongside 21 CFR Part 11 e-signature controls for clinical trials and validated SharePoint document workflows for life-sciences manufacturing.

Government and defense contractors

For federal agencies and CMMC-regulated suppliers, EPC Group delivers FedRAMP Moderate and High posture, GCC and GCC High tenants, CUI handling, and ITAR-controlled data segregation. Errin O'Connor (CEO and founder) is a contributor to the FedRAMP framework; that direct authorship shows up in how we architect Conditional Access for government endpoints.

Compliance-native, not bolted on

Zero governance audit failures across 11,000-plus enterprise engagements. HIPAA, SOC 2, FINRA, FedRAMP, and CMMC controls are engineered into the tenant on day one with audit-ready evidence. The regulated-industry posture is the baseline, not an upgrade tier.

Engagement models

Three engagement models cover most enterprise needs. Most clients start with a fixed-fee accelerator and grow into a full program or a managed-services retainer.

  • Fixed-fee accelerators — Copilot Readiness, Security Hardening, Tenant Health Check, SharePoint Migration, Teams Governance. Defined scope and price. Typical range $25,000 to $150,000 over four to twelve weeks.
  • Project engagements — full migration or governance program with milestone-based billing. Discovery through hypercare. Typical range $150,000 to $750,000-plus over three to nine months.
  • Managed services — tiered retainer for ongoing operations. Named senior architect on the account. From $3,500 per month with a twelve-month minimum.

Talk to a senior architect

30-minute discovery call. No pitch deck. Call (888) 381-9725 or schedule a discovery call and a senior architect responds within one business day.