Your organization's legal department needs last quarter's compliance metrics added to a regulatory filing. The document must preserve the exact values shown at the end of the quarter, remain unchanged even if the underlying data warehouse is updated later, and be viewable by external auditors who do not have access to the company's BI platform. Which delivery method best meets these requirements?
Publish the dashboard in the BI tool with automatic data refresh enabled.
Export the dashboard as a PDF or image snapshot and distribute it as a static dashboard.
Send a shared Excel workbook that connects directly to the live database for updates.
Provide a link to a self-service portal so users can filter and drill down in real time.
Because the numbers must stay frozen for record-keeping and the audience lacks BI credentials, the report should be delivered as a static dashboard snapshot (for example, a PDF export). A static dashboard preserves the data at a single point in time and does not allow interaction or automatic refresh. Publishing an interactive or real-time dashboard, providing a self-service portal link, or sharing a live Excel workbook would all expose data that could change or require platform access, which violates the scenario constraints.
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Why is a static dashboard preferred over a real-time dashboard in this scenario?
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