Excel · handoff

The Power Query promotion checklist we use before touching dbt

2026-02-22 · Priya Desai

Handoffs fail when the emotional milestone is “it works on my laptop” instead of “another human can run this Monday morning.”

This article lists thirteen checks ranging from refresh windows to primary key collisions, each with a tiny example from supply-chain data.

We also describe the one meeting that should happen between the Excel owner and the analytics engineer, including agenda snippets.

If you only read one section, jump to the part about implicit type coercion—it is the silent destroyer of nightly jobs.

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