Purpose


Connor Group is moving the Tableau server from being at the local data center to Tableau cloud, to accommodate this any workbooks/data sources that still are to be used need to be migrated to the cloud.

This document shows how to migrate a data source.


Process


Download the data source locally and open it in desktop.

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Sign into the cloud – use the site name “https://10ay.online.tableau.com/#/site/connorgp”.



 Publish the data source.

 

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If this is an extract make sure to set a schedule.


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Edit the data source to embed the login with a local user account instead of Windows authentication.


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