Welcome to my low-effort post!
I've created this documentation for myself and found myself referring back to it many times, so I thought others might want to refer to it too. So without much ado, here is my step-by-step guide to moving and renaming files on Tableau Cloud without breaking everything!
Context: In my Dev folder, I had a scheduled prep flow, the datasource it output, and several workbook drafts along with the final draft all with live connections to that datasource. All had to be renamed. I wanted the draft workbooks to remain in the Dev folder but wanted to move from a the live connection to an extract. I wanted the flow, datasource, and final workbook to be moved into a Prod folder. I followed the following steps, and no issues arose.
- Change the connections in the drafts from live to extract:
a. Click the three dots associated with the file and select "Open in Desktop"
b. Change from Live to Extract on the Data Source tab
c. Republish the workbook to the same location with the same name
d. Repeat for each draft - Move the prep flow, datasource, and final workbook to the Prod project
a. Select (click the check box) the files you want to move
b. At the top, click "Actions ▼" and select "Move..."
c. Select the desired location - Rename all files (in both the Dev and Prod projects)
a. Click the three dots associated with the file and select "Rename..."
b. Give it the desired name
c. Repeat for each file and project as needed - VERY IMPORTANT - Update the output of the prep flow!
a. Open the prep flow in web edit
b. In the Output step, update BOTH the Project and the Output Name to match the new name and location of the datasource
c. Publish your changes - (Optional) Rename the data connection in the workbook(s) - not needed but nice for uniformity.
a. Open the workbook in web edit
b. Navigate to the datasource tab
c. At the top, click the data connection name to rename - (Optional) Add a floating container on top of draft dashboards to redirect users to the production version. This is useful if you've shared links to the drafts with users during the development process. I include a "hide" button on the container so if they really want to see the old version, they can "close" the "pop-up."
Voila! You moved and renamed your assets without breaking anything!