Let’s examine the following item on the checklist: "Use calculated fields carefully. Think about the data type as you code the calculation. Number and Boolean > date > string calculations when it comes to performance." This is another item that can quickly get you into performance trouble...
Today we’re examining the following guideline: "Watch for useless clauses, e.g. ORDER BY. Tableau is going to re-sort the data once loaded anyway." Let’s get started! SQL Overview SQL, or Structured Query Language, is designed for managing data within a relational database. It is essentially composed of two parts: Data...
Currently, we’re going through the best ways to employ custom SQL and what to avoid. Here’s what we’ll cover today: "Avoid parameters in custom SQL in Tableau. Tableau wraps the custom SQL in a subquery that many databases don’t handle well. Consider building a view in the...
The rule that we’ll cover today is: "Limit custom SQL in live connections as they can be inefficient. Where possible, create a view on the database server to implement your custom SQL and connect Tableau to your view." In other environments and in other tools, using your...
It’s entirely possible that one must be a country music fan (Kenny Chesney, generally, and his song “No Shirt, No Shoes, No Problem,” specifically) to understand the reference in the title. I’ll grant that up front! But whether you are or aren’t a fan, when you...
The final topic in Filtering addresses when and when not to use user filters and how it can slow down your visualization: "Don’t be lazy with user filters. Security by user filters can impact performance on Tableau Server as the server cannot share connections and query...
.syntaxhighlighter code{font-size:0.9em!important;} The Problem During a recent engagement a client asked a question I hear occasionally regarding Tableau which basically boiled down to: "How do I show marks for the percentile ranks of my customers by Sales?" The client wanted to aggregate their measure, we're using Superstore Sales here,...
Just a few days ago, I had the privilege of attending and presenting at the latest Baton Rouge TUG meeting. As an LSU alumnus (Geaux Tigers!), I was thrilled at the opportunity. It was also great to see how much the Tableau community has grown...
We’ll continue on with the next item in the Filtering category: "Replace quick filters showing 'Only Relevant Values' and high count of quick filters with dashboard filter actions. They will cascade as your user interacts, and they perform faster." Cascading filters? Sounds exciting! I Got 99 Problems … As we...
My new favorite trick in Tableau is replacing a section of a dashboard with new content in a way that leaves everything clickable and doesn’t require navigating to a different tab. The basics of this idea were covered in the “Sheet Swapping and Popping” post...
The next guideline in our list of Filtering tips is: "Keep range quick filters simple. The more complex the range, the slower the query." Sound exciting? Let’s go! Quick Filter Overview Quick filters are a quick and easy way to add interactivity to your visualization or your dashboard, either...
The next item in our Filtering checklist is: "Avoid quick filters or actions that drive context filters. These require reloading the context table and should be avoided wherever possible." There’s a lot to digest there, so let’s get started. What Is a Context Filter? The filters that you add...
A powerful feature within Alteryx is the Download tool under the Connectors tab. It’s useful for pulling information down from the web. As the amount of data available on the web grows, the value of being able to pull information into a workable format in...
The next item in our Filtering checklist is: "Avoid high-cardinality quick filters (multi-select or drop-down lists). High-cardinality quick filters are slow to load and render." Let’s jump right in and see how high cardinality in your quick filters can negatively impact performance. What is Cardinality? In SQL, the cardinality...
Every day, we are flooded with data visualizations. Whether it’s a bar chart in a newspaper, an infographic you see online or a pie chart you see in a quarterly earnings report, people are turning numbers into pictures all around us. For those of us...
Speed counts, people! Today’s report consumers expect their dashboards to run as fast as a web page. Now that high speed internet is the standard in business, that’s a lot to compete with. This is why it is essential to optimize each and every dashboard...
Quick! Minimize those quick filters! The Tableau Performance Checklist is a guide to assist you in creating the most efficient and fastest dashboards and visualizations possible. The list is drawn from the collective experience of our award-winning Tableau professional services team. We’ve divided the checklist into...
When I build Tableau workbooks, I like to create quick table calculations (such as percent of total) and save those as a calculated field in the Data pane. That way, I don’t have to create that table calculation again if I want to use it...
Next week, Alteryx is kicking off their annual Inspire event. We’re excited to be in Boston to talk to people about the amazing things you can do when combining the power of both Alteryx and Tableau. But, while we’re there, we will definitely be checking...
Next, we'll explore the sixth point under the Data section of the Tableau Performance Checklist: “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” There are many reasons to utilize extracts...
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