Decide When Cleanup Becomes a Query
Apply a decision path for turning recurring spreadsheet cleanup into a query-driven workflow.
trail comparison common-trap The trigger You are removing banner rows, splitting codes, fixing dates, and filtering statuses on the same export again. The hidden cost is not the clicks. It is the process still living in one person’s head. Decision rule Recurring + multi-step + shared output = query candidate Not every cleanup deserves a query, but recurring multi-step cleanup that feeds other work almost always does. Move from manual editing to Power Query when the transformation will recur and other people depend on the output. Bad shortcut Keep doing the same cleanup because each run feels individually small. The…
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