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Before your migration to Tableau Cloud, we recommend that you follow the steps in this topic to ensure best practices in both the migration itself and in using Tableau Cloud long term.
Use the Tableau Cloud Migration Technical Readiness Assessment Accelerator to determine if you’re a good fit for a Cloud migration.
Remove Stale Content (delete if older than N days w/o access) before migration
Centralize on Published Data Sources
Set Permissions at the Group and Project level and lock Project Permissions
Move local files to a Cloud-accessible location to avoid using Bridge resources for local files
Extract all .csv/.excel files. Tableau Cloud doesn’t support live connections to local files. Bridge is required to connect to those local files.
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