How to Perform Tableau Upgrade Testing: Ensure Sync Between Reports in Different Environments

In this video, we walk you through the process of performing Tableau upgrade testing to ensure that reports in different environments stay in sync. Learn how to connect Tableau systems, set up test cases, compare reports, and handle filters, parameters, and performance differences. This video covers key aspects of testing Tableau environments, and it's perfect for anyone looking to improve the consistency and reliability of their Tableau dashboards across different environments.

*Key Moments:*

0:10 - Overview of Tableau Upgrade Testing
0:23 - Defining Connections to Tableau Systems
0:41 - Creating a Test Case in Tableau
1:00 - Selecting Report Comparison Options
1:21 - Comparing Reports: Text and Visuals
1:31 - Highlighting Color Differences
1:39 - Exploring Runtime Variations
2:00 - Connecting Reports for Comparison
2:41 - Applying Filters and Observing Changes
3:02 - Handling Different Data Sources and Filters
3:36 - Ensuring Accurate Test Cases with Parameters
3:56 - Wrapping Up and Best Practices
4:09 - Conclusion and Additional Resources
5:05 - Fetch visual information form of a PDF.
5:07 - Meta Report Elements
5:22 - Comparison of filter criteria between the reports (Report A and Report B) - Test Case Failure
5:38 - Filter Positioning Difference
6:02 - Data Differences in Reports
6:23 - Filter Comparison
6:57 - Filter Mismatches and Adjustments
7:10 - Performance Comparison
7:25 - Multiple Report Comparisons
7:46 - Integration with Other Systems
8:10 - Thank Note - Upgrade Testing Within Tableau

*What You’ll Learn in this Video:*

- How to set up connections between Tableau systems
- How to create a test case for comparing reports
- Understanding filter, parameter, and color differences during comparison
- How to handle runtime and loading time differences
- Best practices for validating reports with various filters

"Tableau Upgrade component compares the same or different PDF reports of the same or different Tableau data sources with the selected comparison mode (text/appearance)."

*Useful Links:*
- Getting with the Tableau Upgrade component - https://help.datagaps.com/articles/#!v2024-3-1-0/tableau-upgrade
- Datagaps Automate Tableau Testing Tool - https://www.datagaps.com/automate-tableau-testing/
- DataOps Suite - 14 Day Free Trial Link - https://hubs.la/Q02MkVjk0
- BI Validator Demo - https://hubs.la/Q02HWV5z0
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Видео How to Perform Tableau Upgrade Testing: Ensure Sync Between Reports in Different Environments канала Datagaps