The Problem
When dealing with large data sets in a .tde file, the responsiveness of Tableau is reduced to the minimum. The design process may become intolerable. Every bit of change or drag or drop takes long time for Tableau to calculate and to render. The viz designer (aka me) has to wait and wait.
All I wanted is to get the logic right first. I need to move pills around freely and create a few calculated fields just for trying. I need quick response from Tableau. I need my design process to be fluent. I don't mind the data sets being small.
Here comes a simple technique for speeding up significantly the responsiveness of Tableau Desktop, hence increasing the productivity, and most importantly, reducing frustrations.
1.Add an extract filter (or data source filter) over date dimension
Most large data sets are transaction records and thus have a date dimension. Or you can select any dimension that makes sense.
2.Select a reduced date range
As long as the reduced data set is representative, we are ok. The relative date filter can be set to last 2 years or last 6 months etc.
3.Extract data
Now you will have a smaller data set to deal with. The responsiveness of your Tableau should have improved significantly. If not, go to step 2 and select a even smaller date range.
After you are done with design, just remove the extract filter.
(Refresh the page if you want to view the gif image multiple times. Or go to Tableau Public and click the button at the top-right corner.)
The key idea is to float a semi transparent worksheet on top of the dashboard, where a help text box is strategically placed on top of each chart. This way, we can explain how to view each chart and what data points are important, etc. This worksheet is collapsible by a show/hide button.
Below I would like to show how this worksheet can be constructed.
1. Sheet with a single data mark.
- Double click the empty space in Marks panel and add two single quotes. Make the null pill a text label. This creates a single null mark.
- Set the view as "Entire View"
2. Create an show/hide button
- Go to the target dashboard
- Drag a floating vertical container to the dashboard, making it cover all the area of interest.
- Drag the Single Null Mark sheet and drop it into the above container. Hide the sheet title.
- Create an open/close button for the container and place the button at the top-right corner.
3. Add annotations
- Format the sheet background opacity as 70% in the layout manager
- Select area annotations and place them anywhere of interest.
- Write help text and format it to highlight important messages.
- The text can serve as functional guide and/or insight guide.
Here is an example. Feel free to download the workbook and explore. Click the "i" button at the top-right corner to view the in-place help.
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