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How it shows up
- A working week per cycle spent moving numbers, not reading them
- One deck per client instead of one template
- The junior analyst who owns the rebuild leaves, and the process leaves with them
- The last slide is done on the morning it is due
Why it keeps happening
Every tool in the chain makes a copy: the export copies the database, the paste copies the export, the deck copies the paste. Copies do not know where they came from, so the only way to update one is to make another.
What fixes it
Bind the deck instead of copying into it. Each figure, chart and table tied to its cell, query or field; one template with a filter per client; Snapshot for one file per record; Refresh for the next cycle. The volume stops mattering because the volume is a loop, not a person.
The test
If you cannot tell, for any number on any slide, which cell or query it came from, the deck is copied, not linked. Everything else follows from that.