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Tableau Performance

Tableau Performance

How do I troubleshoot my workbook performance?

The first step to identifying an issue in a workbook is identifying what field, calculation or data blend is causing the issue. Once you have identified the cause of the issue, or have reduced the potential issues to a small set of data you can open a ticket with busintel@ucsd.edu for assistance.

  • Reduce the amount of data you are working with.

    • Does the report work with one year? One term/quarter? One month?

    • Does the report work for some years but not others.

  • What was the last thing you added before you saw an error or performance issue? Try removing that item.

    • Does the last item you added increase the number of rows in your report significantly?

    • Does the last item you added trigger a data blend?

  • Help Tableau focus on your visualization. If your report has multiple dashboards or workbooks, separate the report into separate reports.

    • Reports can be set up to appear like one dashboard even though they are several separate workbooks.

  • Help Tableau focus on your data set. If your report has multiple data sources, remove the ones that have no issue.

  • Think about the business. Have there been any changes that would impact the values of a field?

 

How do I improve my workbook performance?

There are a few options but we recommend:

  1. Convert Dimensional Filters to Context Filters or Data Source Filters where available (Tableau's Order of Operations )

  2. Review the view(s) you are using, can you use a different view with a smaller data set?

  3. Break your report into separate workbooks.  You can link reports so that they appear to be the same workbook but are actually separate.

  4. Add Data Source Filters and create an extract of the data.

  5. In your extract, hide unused fields.

    1. Warning: This step is hard to undo, so make this your last step and save a copy with the fields showing for future use.

  6. Using Activity Hub data?

    1. Request that the blend you are doing is added to a view. Blends in the Activity Hub run faster than blends in Tableau.

    2. Request that a summary view be created. Views with less rows perform better in Tableau.

Why is my workbook suddenly long-running or incorrect?

There are a few options:

  • Tableau may be cached in the browser.  Have the customer clear Tableau when closing browser.

  • Have you added any calculations or blended data recently?

  • Has the data source added an unusual amount of data recently?