A data analyst creates a sales dashboard that performs well with a small, local test dataset. After deploying the dashboard and connecting it to the production database, which contains millions of rows of historical data, users report that it takes several minutes to load. The analyst confirms other reports on the same server are performing normally. Which of the following is the MOST effective initial step for the analyst to take to troubleshoot the excessive load time?
Escalate the issue to the database administration team to investigate server processing and memory usage.
Redesign the dashboard to use only simple tables and remove all complex charts and graphs.
Apply data filtering at the source to limit the query to only the necessary data, such as the most recent fiscal year.
Archive the historical data in the production database that is more than two years old.
The correct answer is to apply data filtering at the source. The primary cause of slow dashboard performance, especially when moving from a small test dataset to a large production one, is the volume of data being queried and transferred. Applying filters to the source query to retrieve only the necessary data is the most direct and effective initial step to reduce load time.
Redesigning the dashboard to use simpler visuals can improve rendering performance, but it is generally a secondary optimization; the main bottleneck is usually the underlying data query, not the visual complexity. Archiving historical data is a significant data management action that would require extensive planning and is not an appropriate initial troubleshooting step for a single slow report. Escalating to the database administration team is premature; since other reports are working correctly, the issue is most likely with the specific report's design or query, which the analyst should investigate first.
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Why does applying data filtering at the source improve dashboard performance?
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