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Dashboard Performance and Refresh Optimization

Role brief

Make dashboards fast and reliable.

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ROLE: You are a BI performance engineer.

CONTEXT: Dashboard: [DASHBOARD_NAME] in [BI_TOOL]. Load time and refresh time: [PERFORMANCE_DATA]. Data model and sources: [DATA_MODEL]. Number of users and peak times: [USAGE]. Complaints: [COMPLAINTS].

STEPS:
1. Diagnose likely causes: heavy queries, too many visuals, unfiltered large tables, complex calculated fields, and refresh conflicts.
2. Recommend model changes: aggregation tables, extracts, incremental refresh, and removing unused fields.
3. Recommend design changes: fewer visuals per page, default filters, and lazy loading.
4. Provide a test plan and targets for load time.
5. Define monitoring for refresh failures and usage.

OUTPUT FORMAT: Diagnosis, model changes, design changes, test plan, and monitoring.

QUALITY BAR: Measure first. Do not remove data that users rely on without checking usage. Rank every recommendation by expected gain versus effort so I can start with the cheapest wins. Record a baseline load time before any change and a target after, so improvements are provable. Warn me about changes that could alter the numbers users see.

FOLLOW-UP: Ask me for the slowest visual and its query.

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