Creating an efficient and responsive dashboard in Tableau is crucial for delivering a seamless user experience. As data volumes and complexity increase, optimizing performance becomes paramount. In this blog, we’ll explore key strategies to enhance the performance of your Tableau dashboards.

  1. Data Source Optimization and Filters:
    • Extracts vs. Live Connections: Consider using extracts instead of live connections for improved performance. Extracts are a snapshot of your data that Tableau can query more efficiently than live connections, especially with large datasets. When publishing the extracts to the Server, you can create scheduled refresh to refresh the extract to the frequency needed in your report.
    • Data Source Filters: Apply data source filters to limit the data loaded into your dashboard. This reduces the workload on Tableau and speeds up query execution.
    • Context Filters: Utilize context filters to reduce the dataset size early in the pipeline. Context filters are computed before other filters, optimizing performance. Please the picture and link below as the order of operations for filters.
    • https://help.tableau.com/current/pro/desktop/en-us/order_of_operations.htm
  2. Aggregation and Granularity:
    • Aggregated Data: Utilize aggregated data to reduce the number of records processed. Summarize the data at a higher level before bringing it into Tableau, especially when dealing with large datasets.
    • Optimal Granularity: Choose the appropriate level of detail for your visualizations. Avoid unnecessary granularity that might overload the system with excess data.
  3. Optimise Calculated Fields:
    • Simplify Calculations: Complex calculations can slow down your dashboard. Simplify calculations and use Tableau’s built-in functions whenever possible. Consider moving complex calculations to the data source if feasible.
    • Minimize LOD Expressions: Limit the use of Level of Detail (LOD) expressions as they can be resource-intensive. Use them judiciously and explore alternative approaches when possible. Table Calculation usually takes less computing power than LODs.

Optimising dashboard performance in Tableau requires a combination of thoughtful design, efficient data management, and leveraging Tableau’s features wisely. By implementing the strategies outlined above, you can ensure that your Tableau dashboards deliver a responsive and enjoyable user experience, even with large and complex datasets.

The Data School
Author: The Data School