Migrating Leading Danish Bank to Tableau Cloud

The goal

In financial services, data accessibility and security are non-negotiable. This leading Danish bank recognised that managing an enterprise-grade on-premise Tableau Server environment at its scale had become a growing operational burden; one that diverted IT resources from higher-value work and created risks around scalability, maintainability, and compliance.

‍

The strategic decision was to modernise: migrate the entire analytics infrastructure from Tableau Server to Tableau Cloud, reduce IT overhead, and establish a unified, centrally governed environment capable of supporting 30,000+ users well into the future. The requirement was equally clear on what could not happen: business disruption of any kind.

‍

‍

The challenge

The scale and complexity of the Tableau environment made a conventional migration approach impractical. Several interconnected challenges had to be addressed:

‍

• Massive footprint: The environment contained 8,241 workbooks, 2,471 data sources, and 550 GB of content: one of the largest Tableau Server estates Biztory has migrated to date.
• Fragmented architecture: The legacy setup comprised 126 individual sites, each governed independently by separate teams across the organisation. Consolidating these without losing access control or breaking existing content required careful planning.
• Strict security and identity management: Financial services compliance requires rigorous, auditable access control. The migration needed to completely redesign how permissions were structured. Shifting from site-level isolation to centralised governance integrated with the institution's existing Identity and Access Management (IAM) tooling.
• Hybrid data architecture: Underlying databases — MS SQL Server, IBM DB2, and Oracle — had to remain on-premise. Every dashboard and extract connection depended on a stable, well-architected deployment of Tableau Bridge to maintain performance post-migration.
• Zero tolerance for disruption: With 30,000+ users dependent on Tableau for financial operations, a big-bang migration was not an option.

‍

Taken together, these constraints pointed to a clear architectural direction: a phased, wave-based migration with continuous validation at every step.

‍

‍

The solution: A migration to Tableau Cloud with TabMove

Biztory designed the migration around a series of structured waves, each targeting specific teams and content batches. This approach allowed issues to be identified and resolved iteratively rather than surfacing all at once, and gave the organisation confidence before each successive wave expanded the scope.

‍

TabMove, Biztory's proprietary Tableau Cloud migration tool, powered the content transfer; moving workbooks, data sources, permissions, and schedules with the speed and accuracy that an environment of this scale demands.

‍

Robust hybrid connectivity

Because all core databases remained on-premise, a resilient Tableau Bridge architecture was a prerequisite, not an afterthought. Biztory designed and deployed a Tableau Bridge setup that maintains live and extract connections to MS SQL Server, IBM DB2, and Oracle with the performance and reliability that financial-grade dashboards require.

‍

Wave-based execution

The first migration wave took approximately five months — the most deliberate phase, focused on establishing patterns, aligning governance decisions, and validating the approach at smaller scale. Once the framework was proven, subsequent waves moved significantly faster: the final wave, covering roughly half of the entire Tableau estate, was completed in just over one month.

‍

‍

Migration by the numbers

• 8,241 Workbooks successfully migrated
• ‍2,471 Data sources reconfigured for Tableau Cloud
• ‍550 GB Of analytics content moved
• ‍126 Sites consolidated into a single, unified Tableau Cloud environment
• ‍30,000+ Users transitioned without business disruption
• From 126 sites to one

‍

The fragmented multi-site architecture was consolidated into a single Tableau Cloud site.

‍

Rather than replicating the previous site-by-site permission structure, Biztory redesigned governance from the ground up: permissions are now managed dynamically at the top-level project tier, fully integrated with their central IAM tool. This gives IT and security teams a single point of control across the entire analytics estate.

‍

‍

Impact

This leading financial services organisation now operates a single, unified Tableau Cloud environment serving 30,000+ users, without the infrastructure overhead that previously consumed IT capacity and created risk.

‍

• Zero business disruption. The wave-based approach meant that at no point were daily financial operations interrupted. All 30,000+ users transitioned without downtime.
• Centralised enterprise governance. Permissions are now managed through a single integration with the central IAM tool, giving security and compliance teams complete visibility and control — an essential requirement in a regulated financial environment.
• Stable hybrid data architecture. Despite all core databases remaining on-premise, dashboard performance across MS SQL Server, DB2, and Oracle connections has remained fast and reliable through the optimised Tableau Bridge deployment.
• Unified collaboration. Moving from 126 isolated sites to a single Tableau Cloud environment has broken down data silos across departments, enabling a more open and connected data culture without compromising security.
• Reduced IT overhead. With hardware maintenance, patching, and upgrade cycles no longer the organisation's responsibility, the internal IT team can focus on higher-value work.

‍

‍

Don't take our word for it. Read theirs instead.

"First of all, we made a decision to redesign our Tableau architecture from many Sites to one since we didn’t have sufficient amount of Sites in the new contract. Right from the beginning we had close collaboration with Biztory team. We started talking about how we will be able to use their TabMove tool to do the migration, and what checks and prep work we needed to do to be ready for the migration.

‍

First wave took around 5 months,even though in terms of scope it was the smallest. However, once everything hasbeen aligned, wave 2 and 3, went much faster and we were able to finish the last migration part that roughly counted as half of the Tableau estate in just over a month. There are always unexpected challenges throughout the project of this scale. What made this migration successful was that the whole process with Biztory was well organized, thought out, and as an organization we felt great support throughout the whole project.”

‍

— Tableau Product Owner

‍