CODEWITHSUNDEEP
tableau-api
Prakhar Gajbhiye
Prakhar Gajbhiye

Reputation: 80

Facing problems while moving workbooks between solution environment (Development, Production etc. ) in Tableau Server?

I am working on Tableau Server where I have say, three solution environments viz. Development Staging and Production.
I have created workbooks in Development environment and each workbook use many data sources.

For instance lets say I created the workbook Account Workbook and I have used these two data sources Dev-DataSource1 and Dev-DataSource2. I have other data sources available like Stage-DataSource1, Stage-DataSource2, Dev-DataSource3, Stage-DataSource3 etc.

The problem I am facing is while moving workbooks from Development to Staging environment, the data sources remains the same.

So continuing with the same instance if I move Account Workbook to Staging from Development environment, Account Workbook still uses the same data sources Dev-DataSource1 and Dev-DataSource2. I want it to use the Stage-DataSource1 and Stage-DataSource2 .

This might be a very trivial question or maybe a bad design, but I have created so many workbooks such that creating them again might take loads of time, so please refrain from asking me to recreate those workbooks again. If there is no other way other than that then do tell me.

Thanks in advance

Upvotes: 1

Views: 137

Answers (2)

rocksteady
rocksteady

Reputation: 2242

It may also be worth your time to look into the Tableau Python document API: https://github.com/tableau/document-api-python

This would allow you to do (some/all?) of what are describing programmatically.

Upvotes: 0

wavery
wavery

Reputation: 279

Can you not just edit the data sources, for instance from Dev-DataSource1 to Stage-DataSource1? I assume they have the exact same structures, field names, etc? Right click on the data source and click "Edit". When in the data source page, pull in table(s) from the new datasource and replace the one(s) that are there. If you have joins you may need to recreate them. If you have custom sql you just need to change your sql to point to the new table(s).

You will need to refresh your data sources. It should recognize the fields assuming they are exactly the same as before. If you need to edit the connection, you can do that as well (if you need to point to a different server, etc.) Make sure you have a backup of your workbook in case something goes wrong.

Upvotes: 1

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