6. Export BI

Select option 6 from the main menu (or run swao export) to generate a structured data export bundle for use in Power BI, Tableau, Excel, or any other BI tool.

Export formats

Format	Contents	Use case
CSV (star schema)	17 fact and dimension tables	Power BI Desktop, Tableau, Excel
NDJSON	Newline-delimited JSON mirror of the CSV tables	Data pipelines, dbt, custom tooling
XLSX	Single-workbook rollup	Quick review, stakeholder sharing

The star schema export is available in every edition, including Community Community.

Pre-built Power BI templates

On Consultant and Enterprise, two .pbit templates are included in your workspace under wsp/templates/powerbi/ Consultant. On Community, swao export writes the star schema and a licence notice instead of the templates.

Template	Edition	Pages
swao-report.pbit	Consultant and Enterprise	Overview, Compliance, Signals, Risks, Auditor, Run Stats
swao-portfolio.pbit	Consultant and Enterprise (portfolio data needs Enterprise)	Portfolio overview, heatmap, compliance, risk and 7R, wave sequencing

Open the .pbit file in Power BI Desktop, set SWAOExportPath to your star/ folder, and click Load.

The Auditor page of swao-report.pbit for the Sovereign Health demo application: every signal carries its rationale and assessor.

The Risks page of swao-report.pbit: risk register with likelihood, impact and mitigation, ranked by score.

Portfolio export (application and service apps)

swao service export Enterprise writes the portfolio star schema (wsp/star-schema/portfolio-*.json, 9 tables) and the portfolio workbook (wsp/reports/swao-portfolio-YYYYMMDD.xlsx, 14 sheets) from wsp/portfolio-summary.json. Since the combined portfolio view (Portfolio Operations) both hold application and service apps:

• dim_service_app.assessment_type is application or service; join the other portfolio tables on app_id to filter by type.
• The workbook sheets Portfolio Overview, Migration Waves, Migration Candidates and Cost vs Risk end with an Assessment Type column; Source Data has computed.assessment_type (and computed.seven_r_label when an application app is present).

A service-only workspace produces the same tables and sheets as before, apart from the new column. The .pbit templates above read the application export (swao export) and are unchanged; a Power BI model over the portfolio tables filters on dim_service_app.assessment_type.

CLI

swao export --app my-app --formats csv,ndjson,xlsx

See also: Publish HTML