The client relied on in-house Tableau dashboards for operational and business decision-making. However, poor performance made reports largely unusable for day-to-day use.
Extremely slow dashboard load times (20+ minutes)
Improper setup of Tableau server resulting in poor site, user management and security risks
In-efficient data model, relationship - joins across tables and high volume of data rendered report refreshes very slow (>30 mins)
Approach
We conducted a focused Tableau performance tuning and data model optimization exercise.
Fixed data model and Tableau dashboards by re-distributing data processing to the right layer (data warehouse, aggregates, materialized views, formulae)
Improved Tableau server setup and implemented group based security
Results
The performance tuning effort delivered immediate and measurable impact:
Dashboard load times reduced to under 10 seconds
Improved usability of reports for Therapists, Sales and Finance teams’ decision-making
Increased BI adoption across all teams
"Optimizing our Tableau dashboards dramatically improved performance. Reports that were previously unusable are now fast, reliable, and widely adopted."
James Peterson
Operations Analytics Lead
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