Turn off Automatic Updates to Boost Performance
When you place a field on a shelf, Tableau generates the resulting view by querying the data source. When you create a dense data view that involves many fields, these queries can be time-consuming. You can instruct Tableau to turn off automatic updates to improve performance.
Automatic updates for worksheets
By default, automatic updates are turned on and the toolbar button is highlighted . However, it is sometimes more efficient for Tableau to execute the queries you need only for your final view, rather than for every intermediate step required to compose that view. You can turn off updates for worksheets by clicking the Pause Auto Updates toolbar button.
You can also turn automatic updates on and off by pressing F10 (Option-Command-0 on a Mac) on your keyboard.
You can update the view at any time while automatic updates are off by pressing F9 (Shift-Command-0 on a Mac) or clicking the Run Update button on the toolbar.
Note: It is possible to enter an invalid state when automatic updates are turned off. When this happens, the view is desaturated and invalid commands are disabled. The view and commands become available again when you click Run Update on the toolbar.
For example, the view below has automatic updates turned off. When the aggregation for Profit is changed from a summation to an average, the view is desaturated to let you know that you have made a change to the view that has made the current view invalid.
Automatic updates for filters
When you change a filter, even when you turn off automatic updates for worksheets, Tableau continues to query the data source to update the view.
When you work with a large data set, this continuous query action can degrade performance, so Tableau also gives you an option to pause automatic updates for filters.
If you pause automatic updates for filters, you can make as many changes as you need without having to wait for Tableau to update the filter each time.
To pause automatic updates for filters, click the drop-down arrow on the Pause Auto Updates button on the toolbar and select Auto Update Filters to clear the check mark .
To resume automatic updates for filters, click the drop-down arrow on the Pause Auto Updates button on the toolbar and select Auto Update Filters again. You can also click the Run Update button on the toolbar to manually update the view at any time.
How Automatic Updates Affect Dashboards and Stories
You configure automatic updates on a per-view basis. This means that you can have a dashboard where some views update automatically, and others don't. Similarly, you can have a story where some story points update automatically, and others don't. But when dashboards or stories are published to Tableau Server, automatic updates affect either none of the contributing views in a story or dashboard, or all of the views.