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Analyze Data with the Sample Performance Workbook

Tableau Server on Windows now includes Tableau Services Manager (TSM), which replaces the Configuration Utility and the tabadmin command line tool. If you need help for an earlier version of Tableau Server, see the Tableau Help page.

Important: Before reading this topic, you need to complete the steps in Collect Data with Windows Performance Monitor and Collect Data with the Tableau Server Repository.

To get started analyzing the data that you collect with Windows Performance Monitor (PerfMon) and with the Tableau Server repository, you can download and use the sample performance workbook that Tableau provides. The sample workbook contains worksheets for some of the most important performance indicators, including CPU and memory utilization by process, disk activity, view load times, and more. After you download the workbook, use it as a starting point for your data exploration and extend it to meet your needs.

Download the sample performance workbook

  1. In the workbook that's embedded below, click the Download button in the lower-right corner of the workbook.

  2. Navigate to the directory where you downloaded the workbook and double-click on the workbook to open it in Tableau Desktop.

Edit the connections to the Tableau Server repository

After you open the workbook, you must edit the data connections to point to the PostgreSQL repository for your installation of Tableau Server.

The sample workbook includes the following data source connections:

  • Background Tasks—a connection to the Tableau Server repository that joins the _background_tasks table and the _sites table.

  • Historical Events—a connection to the Tableau Server repository that joins the historical_events, hist_users, and historical_event_types tables.

  • Resource Usage—a connection to the data you collect from PerfMon.

  • Sessions and Load Times—a connection to the Tableau Server repository that joins the _users, _http_requests, _sessions, and _sites tables.

  1. From any of the sheets in the workbook, right-click the Background Tasks data source in the Data pane, and then click Edit Data Source. (Note that you might have to right-click on a dashboard and click Unhide All Sheets.)

    The PostgreSQL Connection dialog displays fields where you can enter the server address, user name, and password.

  2. Replace the server address with the hostname or IP address of your server.

  3. Enter the password that you set for the readonly user.

  4. Click OK.

  5. Repeat the steps above for the Sessions and Load Times data source.

Edit the connection to the PerfMon data

  1. Click the Data Source tab.

  2. In the data source list, select Resource Usage.

    Select Resource Usage in the drop-down.

  3. In the menu, click DataResource UsageEdit Connection.

  4. Navigate to the directory where you stored the data from PerfMon.

  5. Select the file and click Open.

Replace references to PerfMon fields

Because the data that you collect from PerfMon includes references to specific host names, you must also replace the references in the workbook for specific field names. For example, when you click on the CPU worksheet, you might notice that most of the fields have a red exclamation mark next to them. This indicates that the field is missing from the new data source.

Broken data source references display with a red exclamation mark next to them.

To map the fields in your data to the fields in the workbook, follow these steps:

  1. Navigate to the CPU worksheet or to any of the worksheets that use the Resource Usage data source.

  2. Right-click a field in the Measures list that has a red exclamation mark next to it.

  3. Click Replace references.

  4. Select the corresponding field in the dialog.

    For example, you might replace references to \\YOUR-SERVER\LogicalDisk(C:)\Current Disk Queue Length.

Update calculations

The sample workbook includes calculations that aggregate processor utilization for multiple processes. To view data for all of the processes on your server, you must edit the calculations to include additional instances of server processes.

For example, the VizQL Server CPU % calculation includes a reference to one process:

[\\YOUR-SERVER\Process(vizqlserver)\% Processor Time]

However, if your server runs more than one VizQL Server process, then you must aggregate the additional process in the calculation. For example, you might enter the following:

[\\YOUR-SERVER\Process(vizqlserver)\% Processor Time] + [\\YOUR-SERVER\Process(vizqlserver#1)\% Processor Time]

Remove the date filter from the extract

To limit the amount of data bundled in the sample performance workbook (and reduce the size of the download), the workbook includes a date filter on the included extract. The visualizations in the workbook will display as blank until the date filter is removed.

  1. Click the Data Source tab.

  2. In the upper-right, click Edit.

    Click Edit next to the Connection radio buttons.

  3. Select the data source filter.

  4. Click Remove.

    Click the Remove button.

Publish to Tableau Server

Optionally, when you finish updating your performance workbook, you can publish it to Tableau Server so that the views in the workbook are accessible from the Tableau Server interface.