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Establish the refresh schedule

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A refresh schedule refers to the schedule by which a dashboard is updated to show the latest information available. Because you’re the one responsible for building and maintaining the dashboard, you should have a say in the refresh schedules — your manager may not know what it takes to refresh the dashboard in question.

While you’re determining the refresh schedule, keep in mind the refresh rates of the different data sources whose measures you need to get. You can’t refresh your dashboard any faster than your data sources. Also, negotiate enough development time to build macros that aid in automation of redundant and time-consuming refresh tasks.

Excel Dashboards & Reports For Dummies

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