Turn a Monthly CSV Cleanup into a Refreshable Query
Build a basic refreshable cleanup flow for a recurring CSV report.
Sofia spends 35 minutes every month cleaning a payments CSV before Finance can reconcile refunds. She deletes notes rows, renames columns, fixes dates, filters test transactions, and pastes the result into a workbook that already has formulas waiting. Source -> Transform -> Validate -> Load The common shortcut is to automate the cleanup clicks but keep exceptions hidden in the final report. That makes the process faster while preserving the same silent failure mode. Step 1 Connect to the folder, not a single file. The source contract becomes 'all approved monthly CSVs in this folder,' so the next file can…
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