Tableau Desktop: Speed & Performance Optimization

Tableau Desktop: Speed & Performance Optimization

English | MP4 | AVC 1280×720 | AAC 44KHz 2ch | 3h 17m | 964 MB

Optimize Tableau Desktop speed & performance, and learn how to build fast, scalable, and user-friendly dashboards

If you’re looking to improve the speed and performance of your Tableau Desktop dashboards, this is the course for you.

In this course, you’ll be playing the role of a Business Intelligence Analyst at Bike Maven, a bicycle sharing company based in New York City. You’ve inherited a Tableau dashboard containing 3 years of accident data, but it’s so slow that it’s practically unusable. Your mission? Use the optimization tools and techniques covered in this course to make the dashboard fast, scalable, and user-friendly.

We’ll start by reviewing Tableau’s performance evaluation tools, then dive into four key optimization areas, including data design, filters, calculations, and layouts & visuals:

  • Course Project & Setup
  • Introduce the course project, set expectations, and install Tableau Desktop
  • Performance Evaluation
  • Review performance expectations, internal vs. external factors, and performance recording tools
  • Data Design
  • Optimize data models, define aggregations, and leverage Tableau extracts
  • Filter Optimization
  • Apply workbook & sheet-level filters, choose efficient filter types, and utilize filter alternatives
  • Calculation Optimization
  • Choose best-fit functions, use efficient syntax, and limit complex blends
  • Layout & Visuals
  • Create performant visuals, limit mark counts, and optimize dashboard sizing
  • Tableau Server & Online
  • Review performance factors outside of local Tableau Desktop dashboards

During the course you’ll learn how to record and interpret query performance, understand exactly how Tableau processing and rendering actually works, and review common event types and their impact on speed and usability. We’ll discuss the pros and cons of various data modeling techniques and connection types, share best practices for filter optimization, introduce pro tips to help you write efficient calculations, and review key data visualization and dashboard design principles.

We’ll practice applying these techniques to our Bike Maven dashboard, and track our performance improvements each step of the way. Whether you’re a casual user, aspiring analyst, or data science professional, this course will give you the tools you need to become an absolute Tableau ROCKSTAR — guaranteed!

What you’ll learn

  • Build fast, scalable, and user-friendly dashboards with Tableau Desktop
  • Optimize data sources, calculations, filters and visuals to create high-performance workbooks
  • Master the same tools & techniques used by business intelligence analysts and data scientists
  • Showcase your Tableau Desktop skills with unique, hands-on course projects
  • Learn from a best-selling instructor and award-winning Tableau developer
Table of Contents

Getting Started
1 Course Structure & Outline
2 READ ME Important Notes for New Students
3 Introducing the Course Project
4 DOWNLOAD Course Resources
5 Setting Expectations

Performance Evaluation
6 Intro to Performance Evaluation
7 Why Performance Matters
8 Dashboard Types
9 Key Performance Questions
10 Internal vs. External Factors
11 VizQL & Query Processing
12 Performance Recording
13 Interpreting Performance Results
14 Event Types
15 Workbook Performance Factors

Data Design
16 Intro to Data Design
17 Data Modeling Options
18 Live vs. Extract Connections
19 Live Connection Optimization
20 Extract Connection Optimization
21 Data Source Options
22 Performance Impact Data Design

Filter Optimization
23 Intro to Filter Optimization
24 Filtering Order of Operations
25 Filter Optimization Tips
26 Filter Options
27 Date Filtering
28 Filter Actions
29 Parameter & Set Actions
30 Performance Impact Filter Optimization

Calculation Optimization
31 Intro to Calculation Optimization
32 Calculation Types
33 Aggregation
34 Level of Detail Expressions
35 Table Calculations
36 Conditional Calculations
37 Calculated Groups
38 Common Pain Points
39 Performance Review Calculation Optimization

Layout & Visuals
40 Intro to Layout & Visual Optimization
41 Mark & Sheet Counts
42 Mapping Options
43 Tooltips
44 Pages
45 Dashboard Properties
46 Dashboard Objects
47 User Experience Tips
48 Performance Impact Layout & Visuals

Tableau Server & Online
49 Intro to Server & Online
50 Embedded vs. Published Sources
51 Dashboard Caching
52 Cache Warming
53 Client vs. Server-Side Rendering

Wrapping Up
54 Key Performance Takeaways