Hi All,
Can some please assist us on the problem which we are facing
We're moving 10+ dashboards to a new environment and the business has built a lot of custom views on them, so we need to know whether they can come across.
I tested two routes, keeping workbook and sheet names identical in both:
1. Published into a different project — custom views didn't carry over.
2. Republished over the existing workbook in the same project from Desktop —
the custom views on it were wiped.
Is that expected behaviour, or is there a publish setting that preserves them
that I've missed?
If it is expected, has anyone used the Download Custom View / Publish Custom View
REST endpoints to move them across in practice?
I'm a Site Administrator Creator on Tableau.
Thanks!
#Tableau Cloud
Custom views are fragile but they do not inherently break whenever you update your workbook. If you delete the workbook first it will delete all custom views but if you overwrite they will be preserved. I have been supporting custom views for 15 years on Server and Cloud. Significant changes to the workbook data sources or views are likely to break the custom views but small changes should not.
This may not help the original poster "move to a new environment" but I wanted to clarify.
