Portfolio area 02
A monthly workbook becomes difficult to maintain when copied tabs, manual changes and refresh steps are mixed into the same file.
These examples show how the inputs, Power Query steps, checks and adjustments can be separated, leaving a monthly update that another person can run and explain.
2 examples in this area
How the work is checked
You can inspect the workbook structure, the refresh sequence, the checks applied and the notes needed for the next person who runs it.
Examples in this area
Each page shows the finished view, the work behind it, the checks applied and the limits of what is shown.
Workbook recovery overview
Power Query consolidation view
How this could help
A first review separates source inputs, transformations, adjustments and the outputs people actually use.
A clearer workbook structure, refresh notes, checks, output sheets and handover guidance.
Start a conversation
Start with the recurring workbook, its source files and the steps that make each update difficult to run or explain.