Short answer
Moving from Tableau Server to Tableau Cloud migrates workbooks, data sources, users and permissions from self-hosted infrastructure to Salesforce's managed Tableau service, removing server maintenance and upgrades.
Why firms make this move
Tableau Cloud removes the need to patch and scale your own servers and gets new features first. The migration covers content, users, groups and permissions, extract refresh schedules, and connectivity to on-premise data through Tableau Bridge.
What moves
- Workbooks and data sources
- Users, groups and permissions
- Extract refresh schedules
- Embedded dashboards
How the data maps
| From | To |
|---|---|
| Tableau Server site | Tableau Cloud site |
| Server data connection | Cloud connection or Tableau Bridge |
| Local authentication | SSO through your identity provider |
What to watch out for
- On-premise data sources needing Tableau Bridge
- Custom server extensions
- Permission model differences
- Embedded dashboard URLs
How Vantage Point runs the migration
- Inventory content and usage
- Plan connectivity and authentication
- Migrate content with Tableau's migration tooling
- Validate dashboards and permissions
- Switch users and retire servers
Typical timeline
Typically 3 to 8 weeks.
Frequently asked questions
Can Tableau Cloud reach our on-premise databases?
Yes, through Tableau Bridge.
Do we have to migrate everything?
No. Unused content is a good candidate to archive rather than move.