Solution
Migrate Cognos reporting workloads to Power BI with inventory, redesign, reconciliation, and handover.
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Cognos migrations are usually about the finance pack: Framework Manager packages, Report Studio or Cognos Analytics reports, and a burst of files people still receive. The package is the semantic layer. The PDF is only how it arrives.
Power BI does not import a Framework Manager package as a model. The definitions have to be redesigned, the scheduled pack has to be replaced on purpose, and the totals have to be checked against the package and the ledger.
Query subjects and calculations in Framework Manager often encode intercompany, currency, or the close version. If those rules stay in the old package, the Power BI report is a picture of a different number. We read the package for the packs finance still runs.
Many controllers never open Cognos. They open a file that arrived overnight. Replacing that with an interactive app is a change in how the close works. We ask who still needs a fixed file and who will use a report. Paginated reports cover the file. An app covers the review.
A cube and a relational report can both be called the pack. We pick the one finance ties to the ledger and treat the other as a legacy cut, not as a second source of truth.
Self-serve on the package created local versions of revenue. Power BI will do the same if everyone can edit the model. Authors get a path to request a measure. They do not each get a private model on day one.
Hypothetical example. A burst report emails a P&L by department the morning after close. In this hypothetical, the department rollup lives only in the Framework Manager package, not in the ledger's cost center list. The Power BI pack has to use the same rollup or the emailed file and the new report will both look official and disagree. The assessment writes that rollup down before build.
You leave with the scheduled packs and interactive reviews that finance still uses, rebuilt on measures traced to the package rules you kept, plus a parity check for a closed period.
Which reports are burst, which are opened interactively, and which package they use. Reports with no recipients and no viewers are out of the first wave.
The calculations and rollups that change the pack, written as measures and as a short guide finance can read.
Paginated output where a file is still required, and an app where people can filter. Recipients are named. The old schedule is not copied blindly.
One closed period, with gaps explained. Cutover for that pack waits on the explanation.
Assess, Redesign, Implement, Reconcile, and Adopt.
Inventory, usage, risk, and success criteria.
Target model, semantics, and governance.
Rebuild or migrate workloads deliberately.
Parity checks and cutover confidence.
Training, handover, and optional ongoing support.
A Free Assessment starts from the Cognos report finance still receives or still opens. We trace it to the package, list the rules that would change the total, and say whether the first delivery is a paginated pack, an interactive report, or both.
Bring last month's file and the person who signs it. We follow up within 2 business days.
Not as a working Power BI model. The business rules in the package are rewritten into measures and relationships, then checked. An import that only moves table names drops the rollups.
We replace the ones with current recipients. A burst nobody opens is a candidate to retire, with the owner given a chance to object.
We do not hide that inside the new report. The assessment names the gap. Sometimes the work is to stop using the package rule. Sometimes the ledger needs context the package had. We do not pick silently.
No. They get the published reports and a way to ask for a cut. Editing the model stays with the people who own the definitions.
Describe the outcome you want. The next step is a Free Assessment.
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