When a user reports slow performance for a newly-published workbook on Tableau Server, troubleshooting requires isolating the cause---e.g., data source issues, server load, workbook design, or caching. The first question should establish a baseline to narrow the scope. Let's analyze this step-by-step with depth:
Performance Context:
A workbook's speed depends on:
Data Source: Query complexity, size, network latency (e.g., database vs. extract).
Workbook Design: Filters, calculations, dashboard complexity.
Server Resources: VizQL rendering, Backgrounder load, caching.
'Newly-published' implies it's not yet optimized or cached on the server.
Option A (Does it run any faster in Tableau Desktop?): Correct.
Why First: Comparing Desktop vs. Server performance is the most foundational diagnostic step:
Desktop Baseline: If it's slow in Desktop (local machine), the issue likely lies in the workbook (e.g., complex queries, large data) or data source (e.g., slow database)---not Server-specific.
Server Difference: If it's fast in Desktop but slow on Server, the problem could be server-side (e.g., resource contention, network latency to the data source from Server).
Practical Next Steps:
Slow in Desktop: Optimize workbook (e.g., simplify calcs, use extracts).
Fast in Desktop: Check Server (e.g., caching, VizQL load).
Why Critical: Establishes whether the issue is inherent to the workbook/data or introduced by Server---guides all further investigation.
Option B (Does the workbook always run slowly or does performance vary?): Useful but secondary.
Why Not First: Variability (e.g., slow at peak times) points to server load, but without a Desktop baseline, you can't rule out workbook design. It's a follow-up question after A.
Detail: Variability might suggest caching or concurrent user impact, but it assumes Server-side causation prematurely.
Option C (How many times have you opened the workbook in Tableau Server?): Less relevant initially.
Why Not First: Frequency of access might affect caching (first load is slower, subsequent loads faster), but it's too specific and doesn't isolate Desktop vs. Server. It's a niche follow-up.
Option D (Did you enable caching on the workbook?): Misleading and incorrect.
Why Not First: Caching is server-managed (e.g., VizQL cache settings via tsm data-access caching set), not a user-toggle per workbook. Users don't 'enable' it---admins do. Plus, it's premature without a baseline.
Why This Matters: Starting with Desktop performance cuts through assumptions, pinpointing whether the root cause is client-side (workbook/data) or server-side---essential for efficient resolution in production.
