Summary
This document is meant as a guide for migrating an existing workbook from Tableau Server (insiderreports) to Tableau Cloud.
This process assumes that all data sources needed for the workbook have already been migrated, if they have not, please contact the IT helpdesk for support.
*Supporting Tableau documentation can be found here: Migrate Data Sources, Workbooks, and Prep Flows to Tableau Cloud - Tableau
Process
Open insiderreports and download the workbook to migrate:
Open that workbook in Tableau Desktop and create a local copy of the data source:
Replace the server data source with the local copy:
Close the server data source and sign into Tableau Cloud:
Sign in to Tableau Cloud using your CG Insider login:
Find and connect to the migrated data source on the cloud:
Replace the local data source with the new one from the cloud:
Close the local data source:
Publish your workbook to the cloud:
Make sure to choose the correct location on the server for the migrated workbook:
Upon successfully publishing the workbook, you will be taken to the new view: