Tableau Dashboard Optimization Checklist

This document is a checklist for optimizing Tableau dashboards to enhance performance and user experience. It outlines various strategies aimed at reducing load times and improving the efficiency of both users and developers. The checklist begins by addressing data structure considerations, such as whether to use live connections or extracts, and the importance of data source filters. It emphasizes the need to trim unused columns and review data granularity to ensure an effective data model. Additionally, the document discusses the optimization of calculations, recommending the movement of row-level calculations to the data source and the consolidation of duplicate logic. General tips are provided to avoid performance pitfalls, such as minimizing visual complexity and limiting the number of sheets in a dashboard. The checklist concludes with advice on maintaining and productionalizing dashboards, highlighting the importance of ongoing updates based on user feedback.