1 Reply Latest reply on Aug 16, 2018 9:07 AM by patrick.byrne.0

    Sizing month end prep time

    Verlin Taylor

      I will be building out a dashboard solution for a financial services firm.  This will be a batch month end process after the initial development.  They have between 7 to 10 files.  


      • Financial information
        • banking and other info.  
      • Sales information
      • Operations  
      • Strategic  


      How much time is Tableau users spending prepping files for Tableau Desktop and Tableau Online?  





        • 1. Re: Sizing month end prep time

          Hello Verlin,


          This can vary depending on many things. The users experience with prepping data in Tableau Desktop or with Tableau Prep can grealy change how long it may take them to prep the data set. Another factor is how the data is being stored. Is the data clean or is there also cleaning taking place?


          Also user experience with such things as Custom SQL or other options for particularly tricky data sets can change how long it takes to properly prep.  Can you provide some more information on what is being done with the various files above so that I may be able to provide some suggestions for decreasing the time it takes to prep the files each month.


          The extracts could also be created programatically with the Extract API 2.0 : https://onlinehelp.tableau.com/current/api/extract_api/en-us/help.htm Then published at the end of each month to Tableau Server. https://onlinehelp.tableau.com/current/api/rest_api/en-us/help.htm


          Hope this helps!



          Byrne, Patrick