A regional retail chain tracks point-of-sale data that is loaded into its data warehouse every night by 04:00. The sales director wants store managers to open an existing Power BI dashboard at 08:00 each Monday and immediately see a summary of the previous week's results without having to click a refresh button or run a query. Which delivery approach best meets this requirement while minimizing manual effort?
Configure a scheduled refresh that runs at 05:00 every Monday so the dashboard is updated before managers log in.
Export the dashboard as a static PDF every Friday afternoon and email it to all store managers.
Provide an ad-hoc report template that managers must run and filter themselves each Monday morning.
Switch the dataset to DirectQuery so the dashboard streams live transactions whenever someone opens it.
Because the managers need the same metrics on a predictable cadence (every Monday) and the source data is already finalized overnight, the most efficient solution is to set up an automated, recurring dashboard refresh that runs early Monday morning. A scheduled refresh guarantees the dashboard opens with fresh data and eliminates the need for users to trigger an update. Real-time DirectQuery is unnecessary for once-per-week consumption and can add gateway overhead; an ad-hoc template still requires each manager to generate the report manually; exporting a static PDF on Friday would leave three days of weekend sales missing by Monday.
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