Selecting Rules

The built-in Best Practice and Performance Tuning rules are designed to unveil improvement opportunities for Tableau Workbooks.  The Best Practice and Performance Tuning rules are not designed to communicate what’s wrong with Workbooks, but potential opportunities than can render improvements to the design and performance of your Workbooks.

A clear example of this is the Large Extracts built-in Performance Tuning rule.  This rule fires for any Workbook with a data source that uses an extract with more than 500,000 rows of data.  However, even though this rule fired, it doesn’t mean you should never have a Workbook where a data source has more than 500,000 rows of data.  It means if performance is an issue for a Workbook with one or more large extracts, there may be an opportunity to improve performance by assessing this area.

Clicking a rule category opens the Rule toggle interface.  This is where you can disable some or all rules that will be used to analyze Workbooks.

1. Best Practice – Recommendations and warning severity rules designed to give insight into Workbook design opportunities.
2. Performance Tuning – High, medium and low severity rules designed to give insight into Workbook performance opportunities.
3. Custom Defined Rules – Define custom rules to analyze Workbooks
4. Create Custom Rule screen – Interface to define custom rules.
5. Disabling All Rules – If you don’t need Best Practice and/or Performance Tuning analysis for Workbooks, all rules can be disabled.