Performance recorder in Tableau - Dashboard Guide

Dashboard Mode - Performance recorder

Dashboard Goal

Understand how to use Tableau's Performance Recorder to identify slow dashboard actions and improve overall speed.

Sample Data

Order ID	Region	Category	Sales	Order Date
CA-2017-152156	West	Furniture	261.96	2017-11-08
CA-2017-152157	East	Technology	731.94	2017-11-09
CA-2017-152158	Central	Office Supplies	14.62	2017-11-10
CA-2017-152159	West	Furniture	957.58	2017-11-11
CA-2017-152160	East	Technology	22.37	2017-11-12
CA-2017-152161	Central	Office Supplies	48.86	2017-11-13
CA-2017-152162	West	Furniture	7.28	2017-11-14

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 2,044.61
• Bar Chart: Sales by Region
  Shows total sales per region using SUM([Sales]) grouped by [Region].
• Line Chart: Sales Over Time
  Displays sales trend by [Order Date] using SUM([Sales]).
• Performance Recorder Output: Performance Summary Table
  Shows recorded durations of dashboard actions like query execution, rendering, and data source refresh.

Dashboard Layout

+----------------------+-----------------------+
|      KPI Card        |    Performance Recorder |
|    Total Sales       |      Summary Table      |
+----------------------+-----------------------+
|          Bar Chart: Sales by Region           |
+----------------------------------------------+
|          Line Chart: Sales Over Time          |
+----------------------------------------------+

Interactivity

Filters on Region and Category update all charts and the KPI card. The Performance Recorder output updates automatically to reflect the performance impact of applied filters and user actions.

Self Check

If you add a filter for Region = 'East', which components update?

• KPI Card: Total Sales updates to sum sales only for East region.
• Bar Chart: Sales by Region updates to show only East region bar.
• Line Chart: Sales Over Time updates to show sales trend for East region.
• Performance Recorder Output updates to show performance timings for filtered queries and rendering.

Key Result

A Tableau dashboard showing total sales, sales by region and over time, with Performance Recorder output to analyze dashboard speed.