PERFORMANCE MANAGEMENT TABLE

Tableau Performance Management gives you a quick and detailed view of all your Tableau assets to ensure the performance and availability of your platform.

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Why audit your dashboards?

Audit projects are not yet widespread in companies, as they are often considered too technical. However, they are essential because performance issues are a source of conflict and dissatisfaction.

Background

    • Often considered too technical
    • Source of conflicts in companies
    • Generates dissatisfaction
    • Slows down user adoption

The challenges

    • Target relevant dashboards
    • Ensure platform availability
    • Mastering best practices
    • Increase collective knowledge
    • Measuring progress

Understanding how to use Tableau

Tableau Server Audit

Tableau Server Analysis

Key indicators:


  • Display time by number of views
  • Distribution of display times per day
  • Average viewing time and number of views per user
  • Display tracking / time
  • Targeting displays / days of the week

Objectives: 


Track server usage statistics chronologically to determine trends.

Identify workbooks and data sources that reduce server availability

Audit Workbook

Tableau Desktop Analysis

Key indicators:


  • Number of data sources used
  • Volumes and impacts of data cross-referencing
  • Filter analysis, parameters
  • Audit of calculated fields
  • Sheet usage rates / Dashboards

Objectives: 


Monitor the use of best practices in Analytics (use of data sources, filters, parameters, calculated fields, etc.).

Work on modeling issues to understand data volumes

Documentation

Analysis of workbooks

Key indicators:


  • Overview of the binder
  • View of data sources
  • View for each Dashboard
  • View for each column
  • Building data sources
  • Dashboard Construction
  • Nested calculated fields document

Objectives: 


Facilitate corrective and evolutionary maintenance.

Increase the collective knowledge of everyone you work with.

Ensure that all operations are carried out in accordance with what has been planned and written down.

A controlled process:
A 360° view of all your Tableau assets

Tableau Performance Management involves collecting and analyzing data from Tableau Desktop and Tableau Server in order to identify relevant insights and implement a strategy to provide effective responses.

DATA PERFORMANCE IN ACTION

1
Analysis of server and/or Tableau workbook operating data
2
Data modeling work
3
Analysis of areas for improvement
4
Documentation of binders
5
Development of an action plan
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Data Performance Resources for Tableau

Find below all the resources dedicated to improving Tableau performance.

Indexima Performance
Industrial performance table