Tableau Prep (Link opens in a new window) is a helpful tool for getting your data ready.Įnable support for referential integrity (Link opens in a new window). Prepare your data to match the structure of your analysis before you connect to it in Tableau Desktop. What works in one situation may not work in another-test and iterate to see what works in your specific case. Performance tuning is highly individualized to the context of your environment, data, analysis, and workbook. If it is slow in Tableau Desktop, it will (almost always) be slow in Tableau Server. If it is slow in the data source, it will be slow in Tableau Desktop. Upgrading to the newest version may boost performance without needing anything else. Long-running queries? Lots of queries? Slow calculations? Complex rendering? Use insights to focus your efforts in the right direction. Start by looking at the performance recorder to understand where the time is going. There is no silver bullet for inefficient workbooks. Strings and dates are slow, numbers and Booleans are fast. While reducing the data, make sure you use filters efficiently. Use filters, hide unused fields and aggregate. Allow your users to incrementally drill down to details, rather than trying to show everything then filter (guided analysis).ĭon’t work with data you don’t need-both in terms of the fields you reference as well as the granularity of the records you return. The majority of slow dashboards are caused by poor design-in particular, too many charts on a single dashboard, or trying to show too much data at once.
If you don’t need real-time data and aren’t working over billions of rows of data, you should try them. Only connect to the data that you need for analysis.Įxtracts are a quick and easy way to make most workbooks run faster. The cleaner your data is and the better it matches the structure of your questions, the faster your workbooks will run and the happier your life will be. It comes from the TL DR page in the Designing Efficient Workbooks (Link opens in a new window) whitepaper.
#Tableau desktop performance recording how to
This general list of considerations is a start in learning how to approach optimizing workbooks. The Tableau Performance Optimization Flowchart (Link opens in a new window) and The Tableau Performance Checklist (Link opens in a new window) in the InterWorks blog (Link opens in a new window). Optimize Workbook Performance (Link opens in a new window) (Link opens in a new window) topics in Tableau helpĭesigning Efficient Workbooks (Link opens in a new window) whitepaper on ĭesigning Efficient Workbooks (Link opens in a new window) (1 hour) and Best Practices for Dashboard Performance (Link opens in a new window) (50 minutes) free, video presentations Learn more: For more in-depth and related information beyond this topic, see:
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