Before any successful Tableau migration or consolidation can begin, there’s one critical step that starts with a Tableau assessment. It’s the difference between a smooth transition and a chaotic, costly mess.
Why Run a Tableau Migration Assessment?
A Tableau migration assessment helps you gain clarity on what’s in your environment and what should be migrated or retired. Unless you have an existing process to evaluate and archive, your Tableau server or cloud has likely accumulated a lot of assets (workbooks, connections).
Without understanding of these assets, migrations become more expensive, more time-consuming, and far riskier. That’s why we developed a structured process to answer key questions up front:
- What’s the size and scope of your Tableau migration?
- Which dashboards and data sources are active and worth keeping?
- What content can be deprecated or archived?
- What user access, permissions, and scheduling could impact business continuity?
Our team at BIChart has created a Tableau assessment for migration and consolidation to gives you these answers.
What’s Inside of a BIChart Tableau Assessment?
We’ve packaged this into a polished document that includes:
My Tableau Org at a Glance
Understand what percentage of your environment should be migrated vs archived, and get an instant read on the overall level of effort.
Report & Dashboard Inventory
See the scale and complexity of your visual assets, identify unused reports, and isolate redundancies.
Data Source Inventory
Track where data is coming from, what’s being cached, and how those sources are performing across time.
Users and Subscriptions
Evaluate who has access, how often content is used, and which recurring jobs or subscriptions are still relevant.
The result of this assessment is a? A clean document intended to connect analytics leaders, subject matter and technical experts, and executives. This document provides a summarized stats with detailed checklists to help you plan your Tableau migration effort with precision.
Perfect for Teams Planning a Migration to Power BI or Other Platforms
Our migration assessment can be used for Tableau Server to Tableau cloud or migration to other platforms like Power BI. You can migrating Tableau to other BI platforms, or just clean up your existing enterprise platform.
Schedule a Call for Guided Tableau Assessment for Migration or Consolidation
Contact us and schedule a call to to schedule a complimentary planning session.
Are you looking for detailed guidance and best practices for Tableau migration? Check out our comprehensive guide.
