Skip to main content

Module 8: Optimization

Performance Optimization and Troubleshooting

Objective:​

  • Teach participants techniques for optimizing performance in Tableau.
  • Guide participants in identifying and resolving common performance issues.
  • Provide hands-on experience in optimizing workbook performance.
  • Help participants troubleshoot and diagnose performance-related problems

8.1 Understanding Tableau Performance​

  • Overview of factors affecting Tableau performance.
  • Identifying performance bottlenecks and challenges.
  • Importance of performance optimization for large datasets and complex workbooks.

8.2 Workbook Performance Optimization​

  • Techniques for optimizing workbook performance.
  • Reducing data source complexity and improving data connection efficiency.
  • Optimizing calculations, filters, and blending operations.

Exercise 8.2: Optimizing Workbook Performance​

  • Participants are given a workbook with performance issues.
  • Participants identify areas for improvement and implement optimization techniques to enhance workbook performance.

8.3 Data Extracts and Aggregation​

  • Utilizing data extracts for improved performance.
  • Configuring and optimizing data extracts.
  • Aggregating data at the source to enhance performance.

Exercise 8.3: Creating and Optimizing Data Extracts​

  • Participants work with a dataset and create a data extract.
  • Participants optimize the extract and compare the performance with the original data source.

8.4 Performance Monitoring and Troubleshooting​

  • Monitoring workbook and query performance using Tableau Server or Tableau Desktop.
  • Diagnosing and resolving common performance issues.
  • Utilizing performance recording and analysis tools.

Exercise 8.4: Troubleshooting Performance Issues​

  • Participants encounter performance issues with a provided workbook.
  • Participants use performance recording and analysis tools to diagnose and troubleshoot the issues.

8.5 Dashboard Performance Optimization​

  • Techniques for optimizing dashboard performance.
  • Reducing rendering time and optimizing interactions.
  • Controlling the number of visualizations and data points in a dashboard.

Exercise 8.5: Optimizing Dashboard Performance​

  • Participants optimize the performance of a complex dashboard with multiple visualizations and interactions.
  • Participants implement techniques such as filtering, parameter controls, and selective loading to improve dashboard performance.