This is our latest demo video in our Power Tools for Tableau intro series. We’ve been taking a walk through the tools with demos of Deployment, how to create a deployment plan and the Data Source Audit tool.

Today we’re taking a look at the Best Practice Analyzer tool. Organizations all over the world use this tool to keep track of their workbooks’ best possible performance. If you’re an administrator or manager, this tool will save you hours during the review process.

How It Works

Simply select “Best Practices” on the Power Tools: Desktop home screen. You’re able to utilize the tool on hundreds of workbooks simultaneously. Essentially, what Best Practice Analyzer does is scan all selected workbooks, checking they are compliant with the rules that are already in place.

Here are a few examples of the type of rules that can be included:

  • Do these workbooks contain calculations that are too long?
  • Are there calculations and filters that are affecting performance?
  • Do the workbooks have images or shapes that are too large?

The Results

Once the scan has finished, you’ll immediately be able to see your results. Often times, there are many issues found. So, we categorize by level of importance on the left-hand side of the screen. I would recommend looking at the critical issues at the top of the list and addressing them first. You can always redefine your rules based on what is most important to you and your team.

The list of results it finds will give a brief description of the issue and in which workbook the critical issue was detected. You’re also able to export your results page to an Excel sheet if you prefer. This process will grant you the peace of mind that you have the highest level of quality in your workbooks before moving on to the production process.

Start Your Best Practices Today!

Each issue in the results page will provide a link to our Power Tools for Tableau blog that explains how they can be fixed. To download your free trial of Power Tools: Desktop, go to our Desktop homepage to fill out a quick form and then your download will begin.

And that’s it! You’ll immediately be able to use the Best Practice Analyzer on your own workbooks. Don’t forget to let us know how it goes.

Tune in next time!