Module 08 · Tell the story, maintain & fix

Next month: just Refresh All

A one-click monthly routine, automatic refresh whenever the file opens, and a checklist before you send the dashboard.

Step by step6 minLesson 35 of 37 Members

This is the reward for all the work in the previous modules. Next month, when new data arrives, you don’t rebuild anything: save the new file in the data folder, click Refresh All, done. In this lesson you test that routine with the December file, make the file update its own data every time it opens, and get the dashboard ready to send.

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