Tableau Cloud Migration Planner

by Zuar

Free

Description

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 prioritized, 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)
  • Datasource 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 ( Datasources) (string)
  • Id ( Workbooks) (string)
  • Login At ( Users) (date)
  • Name ( Datasources) (string)
  • Name ( Workbooks) (string)
  • Name ( Users) (string)
  • Name (Hist Projects) (string)
  • Name (Hist Projects) (string)
  • Owner Name ( Projects) (string)
  • Updated At ( Datasources) (date)
  • Updated At ( Workbooks) (date)
  • Id (Hist Datasources) (int)
  • Id (Hist Workbooks) (int)
  • Revision (Hist Workbooks) (int)
  • View Count (int)

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal

Accelerator