Power Query Data Import Setup

I need help setting up a reliable data-import workflow in Excel using Power Query. The goal is to pull external data into a workbook, apply the usual cleaning, filtering, and reshaping steps, and leave me with a refreshable model I can maintain on my own afterward.

I’m open on the data source—whether it ends up being CSV exports, a direct database connection, or a web feed—so part of the job is advising me on the smoothest option given the tools I have. Once the source is settled, I’ll rely on you to build out the full query chain, document each transformation step, and show me how to trigger refreshes manually or on a schedule.

Deliverables:
• A working Excel file with all Power Query steps saved and clearly named
• A brief walkthrough (written or recorded) explaining how to adjust the query or add new data sources
• Clear instructions for refreshing the data and troubleshooting common errors

If you have proven experience with Power Query and can turn this around quickly, I’d love to hear how you’d approach it.