1. Using the Performance Recorder


Tableau's performance recorder helps you identify specific queries and views that are causing delays. In this lesson, we will learn how to run the performance recorder and interpret the results.

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Running the performance recorder

1 Click on the Help dropdown
2 Click on Settings and Performance
3 Click on Start Performance Recording
4 Perform the actions you wish to monitor
5 Click on Stop Performance Recording

Tips for improving the performance of various actions

- Computing layouts: If layouts are taking too long, consider simplifying your visualization
- Connecting to data source: Slow connections could be due to network issues or issues with the database server
- Executing query: For live connections, if queries are taking too long, consider using an extract to speed up performance
- Generating extract: To speed up extract generation, consider only importing some data from the original data source
- Geocoding: To speed up geocoding performance, try using less data or filtering out data
- Blending data: To speed up data blending, try using less data or filtering out data


In this course, we're going to look at one of the biggest issues facing Tableau users that is often neglected. And that is performance. From previous courses, we know that Tableau can produce impressive data visualizations from virtually any data source in a snap. But sometimes messy data, excessive queries, and design errors can slow down your dashboards. And for a manager or a client, nothing is more frustrating than slow loading times. For example, waiting 15 seconds for a filter to perform.

In this course, we're going to show you how to diagnose and fix loading problems, which is imperative for an optimum user experience.

In the final lessons of this course, we will also look at some of the ways to distribute your dashboards effectively to external users.

One of the best ways of identifying loading problems in your dataset, is the performance recorder, which simply tracks the time it takes for you to perform specific actions within your workbook. For example, reloading a data source, or viewing a new dashboard.

To start the performance recorder, I go to Help, Settings and Performance, and Start Performance Recording. And now I simply perform some actions that I'd like to time. So I could load dashboard one.

Load sheet three. Load sheet two, and maybe return to dashboard one again and perform a filter.

Now I'll stop my performance recorder and analyze the results.

Once I press stop on my performance recorder, a new Tableau workbook is generated. And this includes a performance summary which has a timeline of all the actions that I took on each individual sheet. And it also has the events sorted by time.

And as you can see, computing the layout on dashboard one took the longest time. And then next, it was computing the layout on sheet two.

In this particular example I only have three types of events; computing the layout, sorting the data, and geocoding. And these last two event types can be seen as I scroll down.

Depending on the actions you take while the recorder is running, you may see some other event types as well.

Including query execution, connecting to data sources, and extract generation.

In this way, the performance recorder, allows you to quickly find out which parts of your workbook are creating loading problems. And in this course, we're going to use the performance recorder repeatedly, to make sure any improvements we make to our dashboards are having the desired effect.

In the next Tableau dashboards you create, try using the performance recorder to see if any loading problems can be identified.

Advancing in Tableau
Optimizing for Performance


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