Tableau Workbook Optimizer

Author: Priyanka Srivastava


Introduction:

Tableau introduced a new feature in 2022.1 or later versions that checks if the workbook follows certain best practices. This feature helps to speed up the performance of dashboards by helping users to improve their workbook and design workbooks effectively before publishing it on Tableau online or Tableau Server.


Steps To Run Workbook Optimizer:

Tableau optimizer can be used in two ways.


(1) Run Workbook Optimizer on Desktop:


After creating the workbook, Go to the Server menu and select Run optimizer.



Tableau Optimizer will run and display the results by showing the best practices in the form of test cases as shown below.



(2) Run the Workbook Optimizer for Tableau Server:


After creating a workbook , Visit Sever Menu and click on Publish Workbook.



You will get a dialog box as shown below .In the bottom left corner of the dialog box select Workbook Optimizer.



Run workbook optimizer. It evaluates the dashboard and displays the result .


In case if you have not followed these instructions it does not prevent you from publishing dashboards.



Workbook Optimizer Parameters:

1) Take Action:


This section shows the best practices that need to be followed without affecting the workbook functionality.


It can have following suggestions-

  • Remove the unused data sources and fields and show specific unused fields and data sources which need to be removed after expanding .

  • Remove the non-materialized calculations and indicate data sources with table and field after expanding data sources.



2) Needs Review:


This section shows the best practices that need to be followed and it may cause some changes to workbook functionality.


It can have following suggestions-

  • Checks for multiple data sources and multiple connections in a data source .

  • Checks if the data source includes calculations that are done using fields from another data source .

  • Number of hidden workbook sheets .

  • Checks for long calculation length .

  • Number of LOD calculations .

  • Check if the sheet contains too many filters .



3) Passed:


This section contains best practices that are already followed by the workbook.



Guidelines:

Every guideline contains a “consider" statement that suggests a potential way to address the performance impact. These are necessarily general and may not apply in every situation.


Conclusion:

In this way we can use tableau workbook optimizer that helps to follow certain best practices in order to speed up the performance and reduce complexity.


References:

[1]https://help.tableau.com/current/online/en-us/wbo_overview.htm

[2]https://www.rigordatasolutions.com/post/introduction-to-workbook-optimizer-in-tableau


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