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Sample guide

A drawn sample guide, filed under Finance and spreadsheets: one instruction and one picture at a time, with the click ringed on each screenshot. A real guide from Chronika reads the same way.

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Sample · Finance and spreadsheets · 2 steps · 0:09

How to refresh the ledger data in the close workbook

The close workbook holds a copy of the ledger. Refresh it before you review, so you work on today’s figures and not last week’s.

Click the “Data” tab
Sample screenshot for step 1: Click the “Data” tab. Drawn sample of a month-end workbook on its Home tab.
Click “Refresh all”
Sample screenshot for step 2: Click “Refresh all”. Drawn sample of a month-end workbook on its Data tab.

Alert

A refresh can take a minute. Wait until it has finished before you sort or export, or you may be reading half-loaded rows.

Sample guide · drawn screens · nothing here was recorded from a real system

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