The Tableau Performance Checklist series is designed to help you streamline your dashboard performance and Tableau Server configuration. Each post expands upon one item listed in the master Tableau Performance Checklist.

The Tableau Performance Checklist

Ask Tableau users what they love most about Tableau, and they’ll likely say it’s the ability to create stunning data visualizations quickly and easily. Tableau was designed with usability in mind, apparent in its approachable interface, yet behind that interface lies a powerful collection of components capable of cranking out complex data visualizations at lightning speed.

Of course, excited users inevitably find ways to bog things down. It’s easy to do. The good news is that we learned from these mistakes and took the time to jot down a few ways to maintain peak performance. So whether your Tableau Server is running slow or Tableau Workbooks seem sluggish, our Tableau Performance Checklist is here to help with performance-saving best practices. We hope it helps you as much as it’s helped us.

The List

The Tableau Performance Checklist is divided into seven main categories. You’ll find those categories with their subsequent best practices in the master list below:

Data

  • Keep analysis simple. Work with a subset of your data. Extract a sample if needed.
  • Bring in only the data needed for analysis. Consider adding a data source filter or using an extract. If using a join, minimize the number of joined tables.
  • Use “Describe” to explore dimensions in new data sets without having to load them into a viz (keyboard shortcut CTRL+E).
  • Remove unused columns (measures/dimensions) in order to minimize extract refresh time or custom SQL query time.
  • Create a published TDS file for your business team to use rather than each analyst creating their own data source. This includes all metadata associated with dimensions, measures, calculated fields, hierarchies, sets, parameters and naming conventions.
  • Use extracts wherever possible to accelerate performance. Hide unused and confidential fields. Roll up data granularity by pre-aggregating or filtering. Break hierarchies to only visible dimensions.

Filtering

Custom SQL

Calculations

Rendering

Local Computations

Dashboard Layout

Dive Deeper with the Tableau Performance Checklist Series

There you have it. That’s the Tableau Performance Checklist in its entirety – at least for now. Still, what if you wanted to know more about each of the specific items listed above? Maybe you want more of a walkthrough?

You’re in luck!

We've begun breaking down this checklist into a Tableau Performance Checklist blog series. Each post in the series will provide an in-depth overview of one specific point found on the list. We’ll link to these posts here as they develop, so check back regularly.

Want to skip the reading? You can just as easily talk to one of our Tableau performance experts today! Simply drop us a line, and we’ll get in touch. You can also download Workbook Tools for Tableau to start getting instant performance feedback with features like Performance Analyzer. 

Contact Us!

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A PDF version of our Tableau Performance Checklist is attached below for easy sharing! 

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