![]() ![]() This article is originally published on tableau forum by me. These are lesson learnt from my experiences, feel free to add more. Tableau actually allows multiple versions of Tableau Desktop installed on a single machine, so do not rush to perform the uninstall. So keep the old version software after the full transaction and verification. Although overall it is safe to open old version of Tableau worksheets in new one, but I did meet some bugs. Download Tableau Desktop 2022. Do not uninstall old version of Tableau Desktop before/immediately after installing the new one. Tableau Desktop 2022.1 We recommend using the newest maintenance release of this version, which contains additional fixes. When they realized that they cannot use new version (like what happen in point 1), they had no choice but had to rebuild the worksheet since they failed to consider their rollback plan before the upgrade.ģ. I see many cases that people double clicked the worksheets after the upgrade, clicked yes when they did not actually pay attention to the warning that they cannot roll back to old version once they save the worksheet under 8.1, and just saved the worksheet. Back up all your Tableau worksheet in old versions by saving an extra copy. Software Upgrade Process Quantify users and groups Download setup files for the new Tableau Server version Back up Tableau Server data Check your product. In addition to this note, if you are Tableau system admin, upgrade Tableau Server before upgrading Tableau Desktop whenever possible.Ģ. The reason is, you can publish from Desktop 8.1 to Server 8.2 but not the reverse way - you can NOT publish from Desktop 8.2 to to Server 8.1. If you or your company is using Tableau Server, check with system admin on Tableau Server version first. You can turn product updates off or on from within Tableau Desktop at Help > Settings & Display > Select Enable Automatic Product Updates. I am using senario when upgrading 8.1 to 8.2 here but it applies to majority major release/upgrade.ġ. here are three things you have to check first, in order to make sure the transaction is smooth. You have heard about the new release and you are exiting about the new features, so you decide to upgrade to the latest version. ![]()
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