The Platform 360 goes beyond tracking dashboard load times, usage statistics and other metrics readily available to Tableau site admins. Our approach shelves the cookie-cutter guidelines and recommendations in favor of collecting comprehensive data across your entire deployment. For at least two weeks, we record information related to resource utilization at the infrastructure layer, detailed Tableau usage that we can cross-reference against the resource utilization data, and system-level configuration settings.

After the data is collected, it’s time for a conversation between your team’s key Tableau stakeholders and our platform architects. This is when your team provides the context that will guide how our architects analyze the data. We want to know what your goals are, how Tableau fits into your business and any pain points you have within your Tableau ecosystem. This helps us identify your team’s priorities and puts us on the fast track to building an action plan to fine-tune your Tableau Server environment for optimal performance.

During the final Platform 360 readout, we provide a comprehensive document summarizing our key findings and recommendations. This includes an overview of the existing server topology configuration and hardware specs, our suggestions on how to improve those configurations, and performance visualizations for memory, storage, usage and network traffic. Where applicable, we drill into specific points of interest driving our recommendations.

To cherry-pick a few of the dashboards we use in our analysis (there are dozens of them), here are some sample visuals that help shed light on what is happening in your Tableau Server environment. The sources of these assets are Tableau workbooks we make available to your team as part of the service: