2. Data connection
If your database is performing but your workbook is not you should take a look at your data connection. A couple of suggestions for better data connections could be:
If not already using an extract, do it! Tableau Data Extract (tde) can really improve performance compared to a live connection to many big datasets.
If possible, always use native connections.
Limit or avoid the use of custom SQL.
Are you blending? Data blending in Tableau is very powerful, but can also be a performance killer. Be aware of the level on which you are blending (you want to blend on as high a level as possible) and also the amount of data. If possible you should always choose joining over blending.
Please mark the answer as CORRECT & HELPFUL if it really helps you so that it can help others as well
As you've mentioned your both the sources are coming from same database then why don't you create a view joining both the sources then connect that view in tableau. I believe that will be much faster. Give a try and let us know if this work. And instead of live yo may try with extract connection mode. Also you can check performance though record performance testing option which may help you to identify the bottlenecks.
Thank You for the input! The reason we cannot use an extract is due to the data sensitivity. We have our security tables joined along with the other tables in the datasource. The relationship defined is at a granular level, which is causing the issue, but we are not dealing with a very heavy dataset.
One of the datasource is to be reused with blending with other datasets. So we could not join the tables in a single datasource. The reason we do not use Extract is due to the data sensitivity. Is there a limit of the number of rows that it can support is what we are looking at.
There is no limit on data size though its all depends on your hardware configuration. Have you recorded the performance of your dashboard?
I am creating a series on Performance recording as well
This should also help you to drill-down to the real issues and concerns