Migration Utility
This feature migrates data models and metadata from Tableau workbooks into Kyvos with minimal manual effort. Users can perform the same analyses in Kyvos—using Kyvos Dialogs or the MCP Server—that they executed in Tableau. This ensures workflow continuity and accelerates Kyvos adoption.
Important
You can currently migrate only Tableau workbooks or Power BI reports based on the Snowflake data source. Support for more data sources will be added in future releases.
With this utility, you can do the following:
Switching Tableau Workbook to Kyvos Semantic Model: With this utility, users can now continue using their existing workbooks by connecting them to the Kyvos semantic model for improved performance.
Migrating Tableau Workbook into Kyvos: Kyvos now provides a seamless mechanism to migrate data models and metadata from Tableau workbooks into Kyvos with minimal manual effort.
Switching Tableau Workbook to Kyvos Semantic Model
Note
Currently, only the conditional set is supported. Other set types will be supported in future releases.
SQL-based and Join-based workbooks are unsupported and will be addressed in future releases.
To navigate to the migration utility, click the Toolbox and select Utilities > Migration Utility. The Migrate Tableau Workbooks to Kyvos dialog is displayed.
In the Migration Type section, select the Change Workbook Data Source option.
To select the workbook to upload, do one of the following:
Upload from local system: Select this option to upload a workbook from your local computer.
Fetch from a remote repository: Select this option to retrieve the workbook via an existing Kyvos connection.
Select the target folder for new entities.
For conflict handling, select one of the following:
Overwrite existing entity: Select this option if you want to overwrite an existing entity with the same name that already exists.
Create new entity with new name: Select this option if you want to create a new entity with the new name.
Select the connector type to be used by the workbook.
Click Upload and Next. The Workbook Analysis Summary dialog is displayed.
Click Next. The Prepare Kyvos Semantic Models dialog is displayed.
To prepare semantic models, do one of the following:
Semantic Model Action: Select Create or Use Existing as needed.
Create: To create a new semantic model, this option is enabled only when you have a single table. For multiple tables, select the Use existing option, as the Create option is disabled.
Use existing: To use an existing semantic model.
Select the Kyvos connection to be used in the corresponding datasets.
Click Update workbooks. The Review Migration Results dialog is displayed.
Click Finish and download. The Migration Complete dialog is displayed.
Click Download Updated Workbooks. The workbook is downloaded.
Migrating Tableau Workbook into Kyvos
To navigate to the migration utility, click the Toolbox and select Utilities > Migration Utility. The Migrate Tableau Workbooks to Kyvos dialog is displayed.
In the Migration Type section, select the Migrate Fully to Kyvos option.
To select the workbook to upload, do one of the following:
Upload from local system: Select this option to upload a workbook from your local computer.
Fetch from a remote repository: Select this option to retrieve the workbook via an existing Kyvos connection.
Select the LLM connection to be used for summary generation from the list.
Select the target folder where new entities will be created.
For conflict handling, select one of the following:
Overwrite existing entity: Select this option if you want to overwrite an existing entity with the same name that already exists.
Create new entity with new name: Select this option if you want to create a new entity with the new name.
Click Upload and Next. The Workbook Analysis Summary dialog is displayed.
Click Next. The Prepare Kyvos Semantic Models dialog is displayed.
To prepare semantic models, do one of the following:
Semantic Model Action: Select Create or Use Existing as needed.
Create: To create a new semantic model, this option is enabled only when you have a single table. For multiple tables, select the Use existing option, as the Create option is disabled.
Use existing: To use an existing semantic model.
Select the Kyvos connection to be used in the corresponding datasets.
Enter the AI Space where the semantic models will be added. Again, you can create a new one or use an existing AI Space.
Click Update workbooks. The Review Migration Results dialog is displayed.
Click Finish. Now your AI space is ready, and you can start exploring your data with Kyvos Dialogs. Click Open in Kyvos Dialogs.
You can now start conversation Analytics with Kyvos Dialogs.