Essentials of a Successful Tableau Platform Migration to Cloud


Tableau is used by most businesses, enabling them to become more data-driven. If you are unfamiliar with tableau, it is a tool for business intelligence and data visualization. It is one of the most well-liked business intelligence tools because of its numerous exciting features.

Every organization uses tableau on AWS to update its data and analytics ecosystems while utilizing cloud infrastructure. However, you cannot switch from the tableau server to the tableau online since switching from a server to a server-less architecture is more complicated.

Changes in platform security models, license difficulties, tool choices for migration, related expenses, implementation strategies, etc., could all come up.

However, because TOL migrations allow you to upgrade your business’s analytics environment, you should consider them a crucial strategic transformation initiative. Learn about the streamlined procedure for migrating tableau online by reading this post.

Why tableau cloud?

Companies typically go to tableau cloud to improve agility and focus on data analysis rather than infrastructure management. It offers quicker innovation, time to value, and data availability.

Further, businesses benefit from updates with zero downtime, cloud-to-cloud connection, and easier upgrade management. When migrating to the cloud, evaluate a few elements before deciding.

  • Scale
  • Security
  • Performance
  • Cost-efficiency
  • Flexibility
  • Simplicity
  • Governance & Security

Considerations that you should follow to simplify tableau online migration

Define migration objectives

Having clear migration goals will make the process easier, and it will also advance the analytical maturity of your firm. Determining the transfer will also significantly impact platform expenses, business operations, architectural choices, customer satisfaction, and more.

Know migration limitations

Companies must be well informed on the infrastructure that supports the existing platform configuration. You can detect tool limits, process bottlenecks, unsupported infrastructure, and other restrictions when you have thorough information about the infrastructure. You can make the migration easy if you choose the correct data and analytics framework.

Know typical migration obstacles

There will always be a chance of unexpected difficulties because each relocation configuration will be unique regarding security, connectivity, movement, and access, among other factors. Businesses’ usual issues are time overruns, associated expenses, and effort.

PMV (Plan, Migrate, and Validate) framework for tableau cloud migration

Companies can automate the entire migration process and adhere to a systematic end-to-end migration strategy with a framework. If so, you can stick to a PMV structure to ensure a smooth migration process.


The prerequisites for the migration process are established in the planning phase. The following elements must be taken into account when planning.

  • Site – Start outlining the relationship between the sources and the destination environment for your site, projects, and folders.
  • Data Source -Make a list of the current data sources and decide which ones to migrate.
  • Governance – Before transferring to a new environment, it is beneficial to certify the data sources, audit the governance status, and make necessary corrections.
  • Infrastructure – In this case, make plans for user access, data access, and IP safe listing for any necessary post-migration infrastructure.
  • Extensions – List all of the present extensions and make a plan to migrate them to the new environment.
  • Optimization – Optimize the current configuration by identifying unnecessary users, data sources, workbooks, and other elements to prevent migration.
  • Security – Plan for user groups and permissions in the destination environment to ensure security.


The migration phase, which will assist in moving items like content, data sources, and more can be entered when planning is complete. You can map your elements, designate the source and destination environments, make modifications, and then use automated tools to migrate all the aspects.


After a successful migration, and you must check the new environment to see if it has reached the desired target state by looking at user access, data access, content, and performance benchmarks.


You will discover a lot more when you migrate the Tableau platform to the cloud. In addition to the factors above, it’s critical to pick the best D&A platform migration solution that emphasizes people and procedures, which are vital for any move.





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