Tableau Server - Tableau Cloud migration

Migrating from Tableau Server
to Tableau Cloud.

Seamless and efficient process of moving data and dashboards to the cloud environment - Tableau Cloud.

Migrating from Tableau Server to Tableau Cloud means moving your company assets and dashboards to the cloud. This allows you to improve access to data, increase work flexibility and reduce system maintenance costs. During the migration, specialists check, among other things, the structure of the data, the operation of the dashboards and their compatibility with the cloud. They also make sure the whole thing is safe and in line with best practices.

Scope of service

Audit before migration

We audit your current Tableau Server environment. We identify data sources, custom configurations. We also talk about business goals and KPIs.

Migration planning

We create a migration plan — it includes, among others, a schedule and a risk minimization strategy. We also assign tasks to specific specialists. All this in accordance with the principles of security and data management.

Migrating content and users

During migration, we extract data from Tableau Server, format it, and add it to Tableau Cloud. We verify the correctness of the transfer and check the dashboards, assessing their potential for optimization.

Tableau Cloud parameterization

We design and implement content structures in accordance with good practices. We configure user roles and permissions to ensure secure access.

Pricing

Szkolenia

Tableau audits

Security and updates in the cloud

Tableau Cloud automatically delivers the latest updates and security, reducing the risk of software maintenance. This works to the benefit of the company by ensuring regulatory compliance and high reliability.

Flexibility and Accessibility

Tableau Cloud gives you access to reports and analytics from anywhere, on any internet-enabled device. Eliminates the need to manage server infrastructure, allowing for greater mobility and convenience of work.

Minimize server maintenance costs

Tableau Cloud reduces the cost of managing and maintaining servers. By moving to a cloud solution, you will optimize your IT spending.

Service implementation process

Free consultation

Pre-implementation analysis

Pre-implementation analysis is the first point of joint action. During this time, we obtain all the detailed information, the necessary accesses and determine the scope of activities.

Analysis of the current environment

Analysis of the current environment is a key stage of the audit. We verify data on the environment, users, content, security and good practices in creating dashboards. The process takes from 1 to 3 days. After the audit, we prepare a report with the results and a plan of corrective actions and migration.

Implementation of changes

The audit often shows the possibilities of optimizing content and licenses. We remove redundant data sources, reports, and prepare the migration environment for optimal performance in Tableau Cloud.

Download and prepare content and users

We securely download content from Tableau Server such as dashboards, data sources, and workbooks. We prepare a list of users with their roles and privileges and verify the integrity of the data. We optimize content for performance in the cloud environment.

Move content to Tableau Cloud

We move optimized dashboards, data sources, and workbooks to Tableau Cloud. We configure the data connections to work correctly in the cloud, and we implement the organizational structure by creating projects and workgroups. We carry out the final tests.