A refresh must survive a new file without silently changing the question. Choose inputs, boundaries and error policies from the report requirement. The folder tasks use supplied monthly workbooks. The decision questions ask which part of a workflow needs evidence from the real connector.
This set revisits parameters, custom functions, folder combines and folding. It also checks the difference between an absent field and an existing null. A source preview only proves that local data can be read; it cannot prove that a remote server performed the transformations. When a report needs a changing threshold, put that choice in a named parameter or function argument. All decisions and data are original practice material, with no external service connection.