The first and most important rule about making workbooks more efficient is to understand that if it loads slowly in Desktop on your computer, then it will be slow on the server too once it is published. Desktop and server each have their own way to enable, record, and analyze performance. The focus here is on performance recording for workbooks published to Tableau Server.
- Administrators must enable the feature. This is located under settings, for each site.
- Check the box and save for Workbook Performance Metrics.
- It is a good idea to leave this disabled when you are not using it since recording metrics can also impact performance.
Create the Recording
- Navigate to a view on the server.
- Remove the iid=xx from the URL.
- Enter in its place record_performance=yes. Your full URL should now look something like this: https://data.associationanalytics.com/#/site/AA/views/AAEmailActivity/MessageStatisticsSummary?:record_performance=yes
- After the page reloads, you’ll notice the ID is added automatically back to the URL and that a performance button appears within the View’s toolbar. Don’t click on the performance button yet.
- Do some filtering and some clicking within the workbook such as applying filters, selecting marks/rows, and clicks that cause actions to other elements of the visualization.
- Then click the performance button.
- Now you’re ready to click on the Performance button which will launch a new window with the collected statistics (see next image).
- The analysis and follow up actions are a whole other topic, but to quickly mention that you want to make sure your timeline slider is all the way to the left and then you’ll be able to see the different events and which takes the longest: executing query, sorting data, building view, connecting to the data source, geocoding, or computing layout.
- The provided workbook is not directly sharable, but the capability to download the resulting workbook is provided. Further, it is possible to use the download to publish it to another location.
- Don’t forget to disable the performance recording in the admin settings when you are finished.
Now that you know you can record and view the results of a workbook published Tableau Server, you can start to analyze the results so they load faster. In separate posts we’ll cover performance recording in Desktop and how to interpret the provided visualization.