Below are some Best Practice recommendations to use when creating a Self-Service workbook in Tableau.
· Use data source filters to reduce the amount of data you are bringing in.
o Eliminate fields you don’t need.
o
Avoid
string calculations where possible.
o
Tableau
evaluates integers the fastest, then Boolean (true/false) values, then
strings.
o
Often
string calculations can be converted into Boolean or integer calcs. For example, the following calculation: “If
sum([Sales]) > $5000 then ‘Show’ else ‘Hide’ end” could be rewritten to be
faster as “sum([Sales]) > 5000.” It’s
now a Boolean and will evaluate faster when you drop that on your filter shelf.
o
Delete
unused calculations in a workbook.
o
Hide unused
fields.
o
Remove any
unused calculations before you publish.
· Using the function“ZN” and “If null” calcs to eliminate nulls, will slow things down.
· Eliminate text heavy tables in Tableau. Tableau was built to render graphics first and textual elements second. The more you can visually present information and minimize text, especially large text tables, the faster your workbook will run.
· Use as few data sources as needed to achieve your analysis. Remove any unused data sources.
· Use floating containers instead of “nested” containers on dashboard layouts.
· Use Custom SQL in data source pane to limit the columns from table to improve performance.
Related Topics
Web Editing
Removing Unused Columns from Adhoc Datasets