Overview
The Tableau to Quicksight Migration Tool eases and accelerates your Tableau to Quicksight migration by automatically converting Tableau Workbooks into Quicksight Dashboards. Our containerized solution runs in your AWS account or on your employees' computers. We never need access to any of your accounts or passwords. The Tableau to Quicksight Migration Tool's goal is to ease and accelerate manual migrations of dashboards. It doesn't produce picture perfect conversions. Instead we logically convert your Tableau workbooks into the matching AWS Quicksight components. The process is not perfect and your team will want to make adjustments as you become more familiar with AWS Quicksight's features.
The latest version (1.0.16) supports Line, Bar, Pie, Map, HeatMap, Box And Whiskers, Bullet, Area, Scatter Plot, Histogram, Text and more charts types. We support custom SQL for a single datasource. Tableau Joins and Relationships are supported. We have support for parameters, calculated fields and filters. Our algorithm allows the conversion of some Automatic type tableau charts into their comparable Quicksight visuals. If we cannot detect what a chart should be converted to we default to a line chart.
Please review the release notes for a full list of features and limitations. If you have any questions about the tool or if your use case is supported please reach out to support@cloudbachelor.com .
Highlights
- Quickly and easily convert Tableau workbooks into Quicksight Dashboards
- Our containerized solution runs in your AWS account or your employees' machines. We never have access to your data or any of your passwords.
- Convert as many dashboard as you need, no usage limits or constraints.
Details
Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/12 months |
|---|---|---|
Time remaining | Time remaining in your contract | $12,000.00 |
Vendor refund policy
We offer a full refund to customers if our Tableau to Quicksight Migration tool is unable to convert any of their Tableau workbooks to Quicksight dashboards. Please reach out to support@cloudbachelor.com to request a refund.
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Vendor terms and conditions
Content disclaimer
Delivery details
Container delivery
- Amazon ECS
- Amazon EKS
- Amazon ECS Anywhere
- Amazon EKS Anywhere
Container image
Containers are lightweight, portable execution environments that wrap server application software in a filesystem that includes everything it needs to run. Container applications run on supported container runtimes and orchestration services, such as Amazon Elastic Container Service (Amazon ECS) or Amazon Elastic Kubernetes Service (Amazon EKS). Both eliminate the need for you to install and operate your own container orchestration software by managing and scheduling containers on a scalable cluster of virtual machines.
Version release notes
Cloud Bachelor Tableau to Quicksight Migration tool Release Notes Version 1.0.17
This is the 1.0.17 release of the Cloud Bachelor Tableau to Quicksight Migration tool. It enables automated translations of Tableau workbooks into AWS Quicksight DataSource, DataSet, Analysis and Dashboard records.
Please carefully review these release notes before purchasing to ensure your use case is supported.
This version allows users to convert Tableau workbooks hosted in Tableau Cloud to a Quicksight instance in the AWS Account for which the appropriate AWS IAM role is provided to the tool via the standard IAM role credential chain.
Video demo: https://d3rhxoxmrirmc1.cloudfront.net/v107_demo_1.mp4
Please contact support@cloudbachelor.com via email if you encounter any issues or have questions.
What's new: We've added support for quicksight cross datsource joins. In Tableau these are treated as a single datsource with multiple connections inside of it. They are added to SPICE automatically.
We've added a 'Miss Score' features which is a count of the times we find an incompatibility or unsupported feature. The miss score only factors in issues that we are aware.
Notes on the Analyzer:
The analyzer can analyze workbooks imported via the Tableau API or via file upload. It works by scanning the workbook XML for various components.
Notes on the Converter:
What is and is not supported for the Converter:
Tableau Versions: Tableau Cloud Tableau API version: 3.22 Tableau Document format version: 18.1
Workbooks .twb or .twbx
Supported authentication methods: IAM role Tableau cloud username/password PAT Tokens for login
Supported Datasource integrations: Redshift (must be embedded in the workbook, virtual connections are not supported in this release) Athena (Quicksight's default Athena permissions must be setup ahead of time) Microsoft SQL Server (username and password) Snowflake (username and password) Any DataSource can be selected if it already exists in your QuickSight environment.
Tableau Features:
Supported Marks:
Line Extra dimensions are added to small multiples and colors
Bar A single extra dimension can be added to colors
Pie A single dimension maps well. Using small multiples works poorly.
Text Depending on the combination of encodings, rows and columns in your Tableau Text mark we will map it to either a Quicksight KPI or a Quicksight Table.
Square Converted to HeatMap if it has text encodings
Circle Converted to Scatter Plot if it meets the minimum requirement of 2 or more measures for a Quicksight scatter plot.
Histogram Histograms with chart type of Automatic or Bar are automatically detected and converted to the Quicksight Histogram visual type. Specifically, we detect if a chart has one measure and one dimension and that dimension is a calculated bin field. Note: by default we set the bin width to 10 when converting. You can change this in the formatting options for the visual in quicksight.
Maps / Geospatial Charts We support area maps. Dot maps in tableau are categorized as 'Automatic' but we have the ability to identify many of those and convert them into Quicksight point maps.
Scatter Plots, Box and Whiskers, Bullet Graphs, Heat Maps We can detect some of these algorithmically, but will default to a line map if we can't identify the chart.
Automatic We have limited support for automatic marks. If our algorithm doesn't find which chart type it should be mapped to we fall back to a Quicksight line chart and mention it in the conversion comments.
Measures and Dimensions Numerical, Categorical, Date
Aggregations: AVG, COUNT, COUNTD, STDEV, STDEVP, MIN, MAX, VAR, VARP, MEDIAN, SUM Percentiles are not supported in this release Custom aggregations are not supported in this release
Currently, we support unlimited measures and up to three dimensions in a chart. Quicksight has different limitations on dimensions compared to Tableau for certain chart types.
Encoding support is limited at this time.
Datasource / DataSet limitations
Renaming If you have renamed fields in your workbook we should reflect the renaming in the Quicksight DataSet.
Retyping/casting If you have changed the type of fields in your workbook it should reflect that in the Quicksight DataSet.
Tableau Relationships (Same source only) Do be aware that Quicksight Joins are not exactly the same as Tableau Relationships. Quicksight joins act much like SQL joins. Where Tableau Relationships are more flexible. Also do note that Quicksight requires that cross datasource joins use SPICE which we don't support outside of S3 DataSources https://docs.aws.amazon.com/quicksight/latest/user/joining-data.html We only convert tableau relationships which use equality as a comparator.
Tableau Joins (Same source only) The tool can convert joins from tableau to Quicksight. The maximum is 32 same-datasource joins in Quicksight.
We have support for cross-datasource joins (Quicksight term). Do note that Quicksight requires these to be stored in SPICE. The tool will automatically convert your DataSet to use SPICE for cross-joins. In tableau you would have one Datasource with multiple connections inside it. Those would be treated as cross-datasource joins by Quicksight.
Calculated Fields We have basic support for calculated fields. Simple ones will work. Formulas that use tableau features that are named differently in Quicksight will fail.
Filters
Worksheet level filters We've added support for worksheet filters. Inclusive and exclusive sets, numerical ranges, relative dates and date ranges. We do not have support for Action filters. We do not have support for 'level-members' type filters. We do not support Top/Bottom filters For wildcard filters at the sheet level we do not have support for 'Does not end with' or 'Does not start with'. Note: We do not support filters which apply mathematical expressions to non-number types yet.
Datasource and extract level filters Lists, Wildcard comparisons, Conditions, inclusive and exclusive sets, numerical ranges and date ranges. Note: For wildcard filters at the Datasource or Extract level we do support 'Does not end with' or 'Does not start with'. How quicksight handles these works differently at the DataSet vs Analysis level. We do not have support for Action filters. We do not have support for 'level-members' type filters. We do not support Top/Bottom filters
Custom SQL Single source custom SQL works. If you have a datasource where you join tables in custom SQL that should work. We do not have support for multiple custom SQL queries from different datasource yet.
Initial SQL - not supported
Unsupported Features Tableau: initial SQL Actions Custom aggregations Oauth for authentication
Unsupported Features Quicksight: Assigning created resources to Quicksight Users (only Quicksight groups are supported in this version) Auto-discover Redshift (We only use Manual Connect)
Known Issues: If you run into issues with authentication credentials expiring, please try logging in again. That should overwrite any expired tokens held in memory.
Tableau allows you to create Parameters that are lists of strings and use them in calculated fields. Quicksight does not allow using that kind of Parameter in calculated fields. Quicksight unfortunately does not tell you when it crashes due to this issue.
Additional details
Usage instructions
Cloud Bachelor Tableau to Quicksight Migration Tool - Usage Instructions
Setup Instructions:
The application requires an IAM role to function which provides it with read and write access to your AWS Quicksight resources. The container uses the default AWS SDK credential tool chain and can read AWS CLI profiles if provided.
The tool requires the ability to:
- List Quicksight users/groups
- Create DataSources,DataSets,Analyses,Dashboards
- List DataSources, DataSets,Analyses,Dashboards
- Describe DataSources, DataSets,Analyses,Dashboards
Once deployed the container will provide a web UI on port 8080. Please ensure that the container has outbound access to your Tableau Cloud ip range. Here is a link to Tableau's documentation of their IP ranges https://help.tableau.com/current/pro/desktop/en-us/publish_tableau_online_ip_authorization.htm .
To run locally:
-
Ensure you have the AWS CLI installed and have authenticated with the AWS registry https://docs.aws.amazon.com/AmazonECR/latest/userguide/registry_auth.html
-
docker run -p 8080:8080 -e AWS_ACCESS_KEY_ID=? -e AWS_SECRET_ACCESS_KEY=? -e AWS_REGION=us-east-1 709825985650.dkr.ecr.us-east-1.amazonaws.com/cloud-bachelor-an-aws-partner/cloudbachelor-tableau-to-quicksight-migration-tool:1.0.17
Usage Instructions:
Prerequisites:
- Create a Quicksight Group for resources created in Quicksight to belong to. You can create multiple groups if desired.
- Ensure AWS Quicksight has connectivity to your Redshift instance via the open internet. Since you presumably use Tableau already your Redshift instance should be accessible to Tableau via the open internet. Since we use the manual connection option in Quicksight we cannot rely on AWS's Auto-discovered option.
- Ensure you have a Tableau user available which can authenticate to Tableau via username/password.
Usage:
- Open the landing page which by default is served to port 8080.
- On the landing page there is a form which requests your Tableau credentials complete the form with your Tableau user credentials prepared for the migration.
- Upon submitting Tableau credentials the converter will scan workbooks accessible to that user and allow you to select from a list which workbooks you would like to convert. Also select a Quicksight Group for this job.
- Upon selecting a set of workbooks to convert the converter will next prompt you with a list of datasources with table names and database users. Provide the passwords needed or select an existing DataSource here.
- Upon submitting login data for your datasources you will be brought to the migration job page. This page will display the progress and results of your migration. Any workbooks that fail to convert will show a failed status and include an error message if available.
- Your migration is complete. Please review your Quicksight resources. At this point you can submit an additional migration job if desired.
Notes:
- The migration tool uses an in-memory database. If it crashes or restarts it will lose all state. This will not affect pre-existing resources in AWS Quicksight.
- The migration tool performs deduplication of datasources at the job level. If you submit multiple jobs you may end up with multiple copies of datasources in AWS Quicksight. Generally this won't cause a problem.
- The migration tool can only migrate workbooks into the AWS account its role is granted from. To migrate into multiple AWS account you may need to run the tool in each account separately.
- Each workbook will have at least one DataSet and Analysis created in Quicksight. We will create one Quicksight Dashboard containing all the dashboard objects in that workbook. If there are multiple datasources in your workbook we will create multiple DataSets for that workbook
If you have any questions or problems please contact email us at support@cloudbachelor.com !
Resources
Vendor resources
Support
Vendor support
All purchases include a 1 hour onboarding screen sharing call to ensure you can use the product as well as email support during business working days Monday-Friday with a 24 hour SLA.
Please reach out to nicksledge@cloudbachelor.com or support@cloudbachelor.com with any support questions and we will do our best to ensure you have a productive use of our migration tool.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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