Automation and Data Refresh

Topics Covered

• Refreshing queries
• Scheduled refresh concepts
• Parameterized queries
• Dynamic data sources
• Workbook maintenance
• Data governance
• Version management
• Documentation
• Security considerations
• Deployment best practices

Module Description

• This module demonstrates how to automate reporting processes, maintain data quality, and deploy Excel BI solutions that can be refreshed with minimal manual effort.

Hands-on Lab

• Configure automated data refresh workflows