Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting). Use when you need a repeatable weekly KPI workbook that updates from files with minimal manual work.
Designs refreshable Excel dashboards (Power Query + structured tables + validation + pivot reporting).
exports/2026-W02/*.csvworkbook_spec.md (workbook structure and named tables)power_query_steps.pq (M code template)refresh-checklist.md (from assets/)
Success = refresh works after adding a new week’s files without manual edits, and validation catches bad rows.IsValidPayNumber, IsValidDate, IssueReason).When producing a plan, use this template:
WORKBOOK PLAN
- Sheets:
- Data_Staging (query output)
- Data_Clean (query output + validation flags)
- Dashboard (pivots/charts)
- Refresh_Status (counts + health checks)
- Canonical Schema:
- <Column>: <Type> | Required? | Validation
- Power Query:
- Query 1: Ingest_<name> (Folder/File)
- Query 2: Clean_<name>
- Key transforms: <bullets>
- Validation rules:
- <rule> -> <action>
- Pivot design:
- Rows/Columns/Values
- Slicers
If asked for artifacts, also output:
assets/power-query-folder-ingest-template.pq (adapted)assets/refresh-checklist.mdInput: “Folder of weekly CSVs with PayNumber/Name/Date.”
Output: Folder-ingest PQ template + schema + Refresh Status checks + pivot dashboard plan.
Input: “Refresh breaks when new columns appear.”
Output: Defensive missing-column logic + column normalization + typed schema plan.