Performance recording in Tableau is a crucial feature that helps you understand and optimize the performance of your workbooks. By recording the performance, you can identify bottlenecks and areas that need improvement, ensuring a smoother and faster user experience.

1. Performance Recorder: A tool in Tableau that captures detailed information about the performance of your workbook.
2. Performance Metrics: Various metrics such as load times, query execution times, and rendering times that help in analyzing performance.
3. Performance Analysis: The process of interpreting the recorded data to identify and resolve performance issues.

1. Open your Tableau workbook.
2. Navigate to the Help menu.
3. Select Settings and Performance.
4. Click on Start Performance Recording.

1. Perform the actions you want to analyze, such as loading dashboards, applying filters, or interacting with visualizations.
2. Ensure you cover all the interactions that you suspect might be causing performance issues.

1. Go back to the Help menu.
2. Select Settings and Performance.
3. Click on Stop Performance Recording.
4. Tableau will generate a performance workbook that contains detailed performance metrics.

1. Summary Dashboard: Provides an overview of the performance metrics.
2. Events Timeline: Displays a timeline of events, showing the duration of each action.
3. Query Details: Lists all the queries executed, their duration, and other details.
4. Rendering Details: Shows the time taken to render each visualization.

You have a dashboard that takes a long time to load, and you want to identify the cause.

1. Start Performance Recording:

   Help -> Settings and Performance -> Start Performance Recording
   

2. Interact with the Dashboard:

   • Open the dashboard.
   • Apply filters.
   • Navigate between different views.

3. Stop Performance Recording:

   Help -> Settings and Performance -> Stop Performance Recording
   

4. Analyze the Performance Workbook:

   • Open the generated performance workbook.
   • Check the Summary Dashboard for an overview.
   • Use the Events Timeline to identify slow actions.
   • Look at Query Details to find slow-running queries.
   • Review Rendering Details to see if any visualizations are taking too long to render.

1. Not covering all interactions: Ensure you perform all actions that might be causing performance issues.
2. Ignoring query details: Slow queries are often the main cause of performance issues.
3. Overlooking rendering times: Complex visualizations can take longer to render.

1. Focus on slow queries: Optimize your data sources and queries to improve performance.
2. Simplify visualizations: Reduce the complexity of your visualizations to speed up rendering times.
3. Use extracts: Consider using data extracts instead of live connections for faster performance.

1. Open a Tableau workbook with a complex dashboard.
2. Start the performance recorder.
3. Interact with the dashboard by applying filters and navigating between views.
4. Stop the performance recorder.
5. Analyze the generated performance workbook to identify any performance bottlenecks.

1. Start Performance Recording:

   Help -> Settings and Performance -> Start Performance Recording
   

2. Interact with the Dashboard:

   • Open the dashboard.
   • Apply filters.
   • Navigate between different views.

3. Stop Performance Recording:

   Help -> Settings and Performance -> Stop Performance Recording
   

4. Analyze the Performance Workbook:

   • Open the generated performance workbook.
   • Check the Summary Dashboard for an overview.
   • Use the Events Timeline to identify slow actions.
   • Look at Query Details to find slow-running queries.
   • Review Rendering Details to see if any visualizations are taking too long to render.

Performance recording is an essential tool in Tableau for identifying and resolving performance issues. By understanding and analyzing the performance metrics, you can optimize your workbooks for a better user experience. Remember to cover all interactions, focus on slow queries, and simplify visualizations to improve performance.