Tableau Performance

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?