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Spreadsheet Refresh

Automate scheduled spreadsheet refreshes from upstream data.

Intent

Keep spreadsheets current without manual exports.

When to use

  • Reports need scheduled refreshes.
  • Manual updates are a time sink.
  • Stakeholders depend on fresh data.

Core mechanics

  • Schedule a refresh job.
  • Fetch data and write to sheets.
  • Notify on failures.

Implementation checklist

  1. Define refresh cadence and data sources.
  2. Back up or snapshot before overwriting.
  3. Write data with stable ordering.
  4. Log row counts and timestamps.
  5. Alert on errors or stale data.

Failure modes and mitigations

  • Overwriting manual edits -> separate input vs output tabs.
  • API limits -> batch and retry.
  • Stale credentials -> monitor auth failures.

Observability and validation

  • Last refresh time and row counts.
  • Error logs and alert status.

Artifacts

  • Refresh script.
  • Backup snapshots or exports.
Seen in production

Seen in production as

Atlas project

BOUSD-Enrollment-Worksheet-HR

Uses UnixODBC + Microsoft ODBC driver to query Aeries SQL Server. Uses a Google service account to update reporting sheets after each …

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