What are some best practices for optimizing Tableau workbooks to improve performance?


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Tyler J 1 answer

One of the best practices for optimizing performance in Tableau workbooks is to minimize the number of calculations and aggregations. Avoid using complex calculations unless necessary, and try to pre-aggregate data where possible.

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Another approach to improve performance is to filter data at the source before it is imported into Tableau. Removing unnecessary rows and columns can significantly reduce the workbook size and improve load times.

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In addition to these strategies, utilizing Tableau's data extract feature can greatly enhance performance. Extracts allow for faster query response times and can be manually refreshed on a schedule to keep the data up-to-date.

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