/ Solutions / BI consolidation
Fewer tools. One set of numbers.
ContextBase reads the workbooks and models in the tools you run. Your team approves the definitions, and the dashboards that matter run on one set of numbers.
The difference
Your BI estate, before and after
Today
- A BI tool for every team that asked for one
- The same measure, defined differently in each
- Business logic kept in each vendor’s format
- Every change made in several places
With ContextBase
- One approved definition every dashboard reads
- Definitions versioned in the knowledge graph
- Dashboards that refresh without spending tokens
- Every measure keeps how it was produced
01 · Consolidate
Every BI tool into one layer your team owns.
Workbooks, calculated fields, Power BI measures, and LookML models are read where they are. The definitions inside them become knowledge entries your team approves, attached to the tables they read. The meaning survives; the vendor’s format does not have to.
Demo data
- Calculated fields become metric entries your team approves
- Filters and joins become the pitfalls and definitions attached to each table
- Lineage read from each tool’s own metadata, so every report traces to its tables
02 · Reconcile
One number, where there were three.
The same measure rarely means the same thing in every tool. ContextBase finds where reports disagree and why. Every rebuilt dashboard reads the one definition your team approved.
Approved$412.80
+$5.40 · Reversed claims countedTableau · data source filter missing
- Where reports disagree, the conflict is recorded with how it was resolved
- The people who own a measure approve the definition that stands
- Every measure keeps an explanation of how it was produced
Impact study
- Client
- Profile
- Large payer
- Scope
- BI and intelligence stack
- Status
- Replaced · one environment
$5MLower annual operating cost, against the cost of running the stack it replaced
A large payer
Replacing an enterprise intelligence stack.
The payer relied on a stack of tools to move data, define measures, and produce reports. Familiar measures needed reconciling when reports used different populations, dates, or rules. Flume replaced the stack with one connected environment for data access, analysis, and reporting.
- Reports and investigations read the same reviewed definitions
- New dashboards start from established definitions
- Every measure keeps an explanation of how it was produced
The consolidation
Three steps, one dashboard family at a time
The same path every time, starting from the reporting the business relies on, so you rebuild dozens of dashboards, not thousands.
01 / Read
Read what you run
Connect each BI tool read-only. ContextBase reads its workbooks, measures, and models, and the lineage behind them, so you see which reports read which tables.
Lineage mapped
02 / Rebuild
Rebuild on one definition
Your team approves one definition for each measure. The dashboards that matter are rebuilt in ContextBase on those definitions, and refresh without spending tokens.
One set of numbers
03 / Retire
Retire the rest
Once the reporting the business relies on runs on one set of numbers, the tools behind the rest can go. The definitions stay in your repo.
Tools retired
Use cases
Where consolidation starts
01Tableau consolidation
Workbooks and calculated fields read through Tableau’s own metadata, the definitions approved once, and the dashboards that matter rebuilt on them.
02Power BI and Looker, one definition
Power BI measures and LookML models read side by side, so the same metric means the same thing in every report.
03Recurring reports on a schedule
The report someone rebuilds every month, delivered by a scheduled bot inside ContextBase instead.
04Dashboards from proven answers
A dashboard starts from the metric an answer already proved, and refreshes without spending tokens.
05Lineage before a change
See which reports read a table or a column before anyone changes it, from each tool’s own lineage.
06Client and employer reporting
Build each client’s report once as a dashboard. A scheduled bot delivers each one, and refreshes spend no tokens.
Questions
What teams ask before they start
Do we have to move everything?
No. Start with the dashboards the business relies on. ContextBase reads every tool you connect, so the rest can stay where it is until you decide what to retire.
What happens to our calculated fields and LookML?
ContextBase reads them where they are, and the definitions inside them become knowledge entries. Your team approves each one, and every rebuilt dashboard reads the approved version.
What if the numbers do not match?
That is usually the point. Where two reports disagree, the conflict is recorded with how it was resolved, and the people who own the measure approve the definition that stands.
Can we keep some reports in the old tool?
Yes. Connections to your BI tools are read-only, so ContextBase works alongside them. The definitions your team approves are in the knowledge graph either way.
Does it change anything in our BI tools?
No. Each BI connection is read-only, scoped to the projects and workspaces you grant. See the Tableau connection
Assess a BI consolidation.
Bring one dashboard family. We connect the tools behind it, rebuild the dashboard that matters on approved definitions, and reconcile every number with your team. Then you decide what to retire.
- 01A call to pick the dashboard family and the tools behind it
- 02We connect those tools read-only and rebuild the dashboard that matters
- 03Your team checks every number before anything is retired