Tableau Cloud Migration Planner | Tableau Exchange

Tableau Cloud Migration Planner

by Zuar


The Accelerator for Tableau Cloud Migrations enables Tableau Server Admins to connect to the underlying PostgreSQL database within Tableau Server and identify content that should be prioritized and/or does not need to be migrated to Tableau Cloud. This can be helpful in any migration project, as it will ensure that you are capturing all your data during the migration process – and migrating only what is required.

Connect directly with Zuar to learn more.

Answer Key Business Questions

  • Who is using Tableau the most frequently/infrequently and will be impacted the most/least by migration?
  • What projects should be prioritised, and which could be archived?
  • Which workbooks are accessed the most often? Which workbooks are no longer in use?
  • How many data sources do you have that do/do not need to be migrated?

Monitor and Improve KPIs

  • Current Viewcount for Workbooks
  • Workbook Freshness (Based on Last Refresh Date)
  • Data Source Freshness (Based on Last Refresh Date)
  • Active and Recent Users (Based on Last Login)
  • Empty or Stale Projects

Required Data Attributes

Data can be accessed in your Tableau Server environment by following these instructions..

  • Created At (Projects) (date)
  • ID (Data Sources) (string)
  • ID (Workbooks) (string)
  • Login At (Users) (date)
  • Name (Data Sources) (string)
  • Name (Workbooks) (string)
  • Name (Users) (string)
  • Name (Hist Projects) (string)
  • Name (Hist Projects) (string)
  • Owner Name (Projects) (string)
  • Updated At (Data Sources) (date)
  • Updated At (Workbooks) (date)
  • ID (Hist Data Sources) (int)
  • ID (Hist Workbooks) (int)
  • Revision (Hist Workbooks) (int)
  • View Count (int)