When setting up data refresh schedules, Power BI consulting services should consider the client’s data availability and usage patterns. For real-time insights, DirectQuery or live connections may be necessary. For large datasets, use incremental refresh to avoid overloading systems. Consultants should optimize refresh frequency based on business needs—whether daily, weekly, or monthly. Monitor refresh jobs regularly for errors or delays, and communicate any issues to clients promptly. Establish clear processes for handling refresh failures, including notifications and retries. Properly managed data refresh schedules ensure that Power BI reports always present up-to-date information.
