Modernize Power BI with Microsoft Fabric for Retail and Energy

Transition from Power BI to Microsoft Fabric, guided by specialists in retail, convenience chain, fuel, and energy data ecosystems.

Talk to our experts

Fabric Advantage #1:

For Store Managers & Fuel Pricing Teams

Stop waiting 60–75 minutes for overnight reports. Fabric's Medallion Lakehouse eliminates the resource contention that locks reporting during peak hours, so store managers open to live sales, shrink, and transaction data, and pricing teams work from fuel margin figures that reflect what's happening right now, not last night.

Fabric Advantage #2:

For Category & Merchandising Teams

One governed version of item-360, store-360, promotion performance, and mix-n-match analytics built on a single source of truth every team draws from. No more reconciling three versions of the same figure. No more waiting on IT for a promotional uplift extract. Self-service on data you can trust.

Fabric Advantage #3:

For Data and Technology Leaders

Migrating to Fabric moves your data into a governed, unified Lakehouse on OneLake. That architecture is what makes downstream AI initiatives viable: Copilot in Power BI, merchandise demand forecasting, fuel throughput prediction, and loyalty personalization all depend on clean, trusted, centrally governed data to produce reliable outputs.

Why Your Reports Are Slow and Your Numbers Don't Agree

Refresh delays and report contention in retail and fuel environments are rarely a Power BI problem. They are an architecture problem. Source systems like PDI Enterprise, PDI FP, Excentus, PriceAdvantage, Fiserv, COMDATA, and UKG were never designed to feed a single BI layer at scale. Tightly coupled datasets create contention when multiple users query simultaneously. Departments pulling from different sources produce conflicting figures by design.

Our migration fixes this at the data layer, not the report layer. We move your data into a governed Medallion Lakehouse on OneLake, structured around the entities your business runs on: Store 360, Item 360, Site 360, Customer 360, and Fuel Performance. Your existing reports repoint to this foundation rather than being rebuilt.

Schedule a Call

What We Resolve in Every Migration

Translating Your Power BI Architecture to Fabric

+

Datasets, reports, dashboards, and Premium features mapped to Fabric's Lakehouse, warehouse, and dataflow architecture with full functionality preserved.

Governance and Security That Carries Over

+

Workspace permissions, row-level security, and compliance policies reconfigured within Fabric's Purview framework. Your security model moves with your data.

Dataset and Pipeline Compatibility

+

DAX measures, custom visuals, Power Query dataflows, and ETL pipelines migrated with data integrity and performance validated at every step.

Performance Built for Your Data Volumes

+

Fabric compute, storage, and query performance optimized for the concurrency and transaction volumes typical in multi-site retail and fuel environments.

Adoption That Sticks

+

Teams trained before cutover. Dashboard continuity maintained so end users experience improvement, not disruption.

Our Power BI to Fabric Migration Services

Consulting

  • Assess existing reports, datasets, and dependencies
  • Design target Fabric architecture and dataflows
  • Develop a phased migration roadmap
  • Plan governance and compliance with Purview
  • Benchmark performance for large datasets
  • Assess ECIF and MACC funding eligibility
  • Identify AI & Copilot opportunities
Assessment & Strategy Illustration
Implementation Illustration

Implementation

  • Migrate datasets and transform Power Query/DAX logic
  • Convert dashboards and reports for Fabric compatibility
  • Configure workspaces, roles, and security
  • Deploy migration accelerators (Masking Job Orchestrator, Data Flow Automation)
  • Perform testing, validation, and reconciliation
  • Integrate Fabric with SQL and unstructured data sources

Support

  • Monitor pipelines, datasets, and performance post-migration
  • Enable Copilot adoption and train users
  • Conduct governance and compliance audits
  • Optimize queries and dashboards
  • Provide user support and adoption workshops
  • Recommend continuous enhancements leveraging Fabric features
Optimization & Management Illustration

Migration Roadmap

  1. PHASE 1

    Weeks 1–2

    Discovery and source integration

    Connect your data to Fabric without touching a single report.

    • Fabric environment provisioned
    • PDI Enterprise, PDI FP, and POS systems ingested into Raw Lakehouse via Dataflow Gen2
    • Excentus, PriceAdvantage, and back-office sources mapped
    • All existing Power BI reports remain live throughout
    Your data flows into Fabric. Your team notices nothing yet, by design.
  2. PHASE 2

    Weeks 3–4

    Medallion build and report repointing

    Fix the architecture. Keep the reports.

    • Raw, Cleaned, and Optimized Lakehouse layers built and validated
    • Fuel, merchandise, loyalty, car wash, and financials reconciled
    • Existing Power BI reports repointed to Fabric, no rebuilds
    • Resource contention eliminated at the source
    Refresh times drop from 60–75 minutes to near-real-time. Same reports, faster and consistent.
  3. PHASE 3

    Weeks 5–6

    Governed datasets and self-service

    One version of every number, for every team.

    • Store 360, Item 360, Customer 360, Fuel Performance, and Promotion Analytics datasets created
    • Every team self-serves in Power BI without IT extract requests
    • Security groups configured to site, district, region, and corporate hierarchy
    Category, finance, and operations all draw from the same governed data. IT extract requests stop.
  4. PHASE 4

    Weeks 7–8

    Validation, Copilot, and handoff

    Reconciled, enabled, and ready for what comes next.

    • End-to-end reconciliation across fuel, merchandise, loyalty, car wash, and financials
    • Power BI Copilot enabled: natural language queries, DAX generation, anomaly surfacing
    • Role-specific workshops for store managers, category teams, and executives
    • Monitoring dashboards and full handoff documentation delivered
    A governed Lakehouse your business trusts, with Copilot active and the foundation ready for demand forecasting, loyalty personalization, and fuel prediction.
Customer Impact

Modernizing Power BI for an AI-Ready Data Foundation

A leading U.S. fuel and convenience retailer migrated from Power BI to Microsoft Fabric, implementing a Medallion Lakehouse architecture and integrating PDI FP data. Existing Power BI reports were repointed with minimal rework, creating a governed data foundation for unified store, product, and customer analytics while enabling AI-ready insights.

Read the full story

60% Faster Access to Insights

Reduced reporting time by enabling teams to analyze promotions and item performance in near real time.

40% Reduction in Manual Effort

Consolidated multiple systems into a single platform, eliminating silos and improving data accessibility.

30% Improvement in Data Reliability

Established a governed data foundation to ensure accuracy, consistency, and readiness for AI use cases.

Why LevelShift

  • Microsoft Solution Partner and Fabric Featured Featured Partner
  • Azure Specialized Partner for Data Analytics and Data Warehouse Migration
  • Proven industry frameworks, migration accelerators, and Copilot agents built for retail, convenience, fuel, and energy operations
  • Delivered enterprise-scale data modernization initiatives across retail, convenience chains, fuel retailers, and oil and gas organizations
Microsoft Solutions Partner
Microsoft Solutions Partner
Microsoft Solutions Partner
Microsoft Solutions Partner
Microsoft Solutions Partner
Microsoft Solutions Partner
Microsoft Solutions Partner

Our Perspectives

FAQ

No. Our migration approach is data-layer first. Existing Power BI reports are repointed to the new Fabric Lakehouse rather than rebuilt. We bring pre-built integration patterns for PDI, Excentus, PriceAdvantage, and back-office platforms like Fiserv, COMDATA, and UKG — so the migration resolves the contention and inconsistency those source systems create without touching the reports your teams already use.
Yes — and this is one of the most common triggers for the migration in convenience and fuel retail environments. Report refresh cycles running 60–75 minutes are a symptom of resource contention caused by tightly coupled datasets feeding Power BI directly from source systems. Moving to a Medallion Lakehouse on Fabric eliminates that contention at the source. Store managers, pricing teams, and category leads get near-real-time data without any change to the reports they work from.
Conflicting figures across departments are a direct result of multiple Power BI reports connecting to different source systems with no shared data layer. The Fabric migration resolves this by creating governed, discoverable datasets — Store 360, Item 360, Customer 360, and Promotion Analytics — on OneLake that every report draws from. One version of every number, regardless of which team or which report pulls it.
Yes. The same architectural problem applies: fragmented source systems feeding a Power BI layer that cannot handle the access patterns and data volumes your business units need. Our migration practice has delivered this for petroleum and energy operators integrating SAP, LTRM, and AVEVA PI data into a governed Fabric Lakehouse, with domain-level workspace segmentation for Refining, Light Oils, Lubes, and Supply and Trading. The source systems are different; the migration framework is proven for your environment.
The Power BI to Fabric migration moves your data into a governed Medallion Lakehouse on OneLake. That architecture is what makes downstream AI viable — merchandise demand forecasting, fuel throughput prediction, loyalty personalization, and Copilot in Power BI all depend on clean, unified, governed data to produce outputs your teams will actually act on. Once the migration is complete, Copilot is available immediately for report authors, and your data foundation is ready for ML model development without another infrastructure project.

Ready to transform your Power BI experience for retail, convenience chains, and fuel and energy operations?

Talk to our experts