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Tableau Cloud Migration Planner

Plan for a friction-free migration from Tableau Server to Tableau Cloud.

Overview

Zuar's Planner enables you to de-risk your migration with an aggregated and detailed account of what needs to be migrated, versus what's of lower priority. Then you can develop the right project and resourcing plans to make your implementation successful.

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See How Tableau Cloud Migration Planner Works

  • The success of your migration is a product of the prioritization of your business goals: identifying which dashboards are delivering the most value, and to which stakeholders, is one of the most important parts of planning your migration.

  • Answer Key Business Questions ✅ Which users will be impacted the most/least by migration? ✅ What projects should be prioritized vs. archived? ✅ Which workbooks are accessed the most/least often? ✅ What data sources need to be migrated?

  • Monitor and Improve KPIs ✅ Current View Count 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

  • Server admins can connect this dashboard to the underlying PostgreSQL database within your Tableau Server to identify content that should be prioritized and managed, versus content that is less relevant to the day-to-day decisions within your business.

Required Data Attributes • 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) Questions about making this real in your organization? Connect directly with Zuar to talk about other Migration considerations--and the change management involved in becoming a Cloud-native company. Zuar can also help you monetize your analytics for your external customers.

Categories

Business Needs
Data Management
Dashboards & Reports
Data Visualization
Industries
Horizontal Product
Personas
Administrator
Architect
Data Analyst

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