Wiiisdom Ops for Tableau:
Functional Testing

Provide Tableau users the experience they deserve

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Calling all Tableau users — have you ever gone to open your Tableau dashboard and it won’t open? Have you tried filtering data in your dashboard and nothing happens or returns unexpected data? Has a certain interaction not worked for you? These can be daily annoyances for Tableau users, but they can be turned around. Cue: functional testing.

Functional Testing is aimed at Tableau customers that want to trust their dashboards will work smoothly with ensuring good user experience in mind.

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User Experience At Its Best
Simulate user journeys by navigating on your Tableau dashboards and interacting with them. Fix problems before any users complain.

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Monitor Your Dashboards
Certify your most sensitive dashboards by continuously testing their functionalities and by validating data against expected results.

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Continuous Integration Made Right
Integrate your test cases to your CI pipeline and automate your development and deployment operations.

What is Functional Testing for Tableau?

Wiiisdom is on a mission to help people make trusted decisions. How can users trust what they see if the dashboard isn’t working?

Functional testing allows you to simulate a user’s dashboard interaction journey, including actions taken, clicks done, essentially interactions they carry out on their dashboard. It allows you to verify that when a user is consuming the dashboard, everything is working well. For example:

  • Is the dashboard displaying the expected results based on a set of user-defined rules? Based on the data within the data source ?
  • If I select a filter, is the filter working, is it returning the correct values, is the data that I filter displaying the data correctly?
  • Can I successfully log in to Tableau?
  • If I select a specific date range, will the correct data be displayed?

It’s all about user functionality and providing the best experience for your users. For example, in a self-service BI model, it’s critical to implement Tableau governance rules, in this particular case, content governance rules. Part of the process is to ensure that everything is working well and that users can confidently consume the relevant dashboard content. If you want to ensure high user adoption, functional testing is a must. If dashboards aren’t refreshing or displaying the correct information, users won’t use them and they will lose trust, which in turn will lead to lower user adoption. Let’s be honest, the first problem your Support team will get is “why isn’t my dashboard working?”

Functional testing can also be integrated into your CI/CD or QA (quality assurance) cycle because it allows you to monitor dashboards in the background to find any problems before users do. Additionally, functional testing offers publishing and promotion capabilities to allow for fast deployment. Using this testing for your CI/CD cycle also gives you the ability to automate your testing.

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