The Tableau Cloud Migration Checklist

Data

The Tableau Cloud Migration Checklist

If you’ve landed here, chances are you’re a BI director, Tableau Server administrator, site administrator or developer who’s interested in or planning to migrate from Tableau Server to Tableau Cloud. You’re keen to take advantage of Tableau Cloud’s latest features like Tableau Pulse and reduce administrative overhead and maintenance of your Tableau environment. However, you’re also probably a bit unsure or overwhelmed as to where to start, “How do I plan my migration? What important areas do I need to consider or tackle first before I migrate?”

Like preparing to move house, you have to consider things like:

  • What do I take with me?
  • How do I pack what I’m keeping?
  • How do I access my new environment?
  • Do I have enough room for everything? Are some things I own too large?
  • Can my belongings function properly in the new space?

With that in mind, our team has built the Tableau Cloud Migration Checklist to help you address critical aspects of your Tableau environment. Based on our experience with Tableau Cloud migrations, we’ve bucketed the list into four key areas and drafted it to be tackled in a specific order. Your organization’s checklist may vary depending on specific requirements, but the goal with this list is the same for everyone considering the move: to alleviate the guess work in where to start and to ensure you don’t miss anything vital in the process. You can download the Tableau Cloud Migration Checklist in the form below.

We’re also here to help if you don’t want to go it alone. We specialize in migration planning, implementation and post-migration support. Learn more about our full suite of Tableau Cloud migration services here.

Complete the Form to Get the Tableau Cloud Migration Checklist

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