Module 01 · Getting started
Checkpoint: getting started
A quick 4-question quiz on Excel versions, the folder layout, the Data Model and Refresh All before you start pulling in data.
- Where should the Data Expense 2025 folder, the Master Data.xlsx file and the practice file be stored?
- In separate folders to keep things tidy
- Together in one parent folder that isn’t moved mid-course
- Left inside the zip file, without extracting
- On the Desktop first, then moved to drive D: when you finish
- Which Excel can you use to follow this course?
- Excel for Mac
- Excel in the browser (Excel for the web)
- Excel for Microsoft 365 on Windows
- Excel in a phone app
- The transaction table only holds the code D04. How does this course show the department name (Marketing)?
- Add a VLOOKUP helper column across 1,056 rows
- Type the department names one by one
- Copy-paste the names from Master Data every month
- Link the transaction table and the department table with one relationship in the Data Model
- Next month a new expense file lands in the Data Expense 2025 folder. What do you need to do so the dashboard updates too?
- Click Data → Refresh All
- Redo every Power Query step from scratch
- Copy-paste the new data below the old table
- Rebuild all four charts