Audit beginner Works with: Any AI

Spreadsheet Error Risk Scorecard (Before Sharing)

Rubric scoring Has example

Run a final review before sending a workbook.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Run a final risk review of my workbook before I share it with others. Spreadsheet app: [SPREADSHEET_APP]. Purpose and audience: [PURPOSE_AND_AUDIENCE]. Description of the sheets, key formulas, and checks: [WORKBOOK_DESCRIPTION].

Score each area from 0 (high risk) to 4 (low risk), with evidence from my description. If I did not describe it, write "unknown" and tell me exactly how to check it in the app.
1. Formula consistency across rows and columns.
2. Error values (#REF!, #DIV/0!, #N/A, #VALUE!) handled or absent.
3. Hardcoded numbers inside formulas.
4. Inputs separated from calculations and outputs.
5. Checks that totals reconcile with source data.
6. Units, currency, and date formats stated and consistent.
7. Hidden rows, columns, sheets, or filters that change results.
8. Personal or sensitive data that should not be shared.
9. External links and file paths.
10. Protection of formulas and instructions for users.
11. Documentation: purpose, owner, version, last updated.
12. Version control and backup.

Total the score out of 48, list the five items to fix before sending, and give a 15-minute pre-send routine. Add a short note I can put on the first sheet.

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Area | Score | Evidence
Formula consistency | 2 | Row 14 formula differs from rows 2-13 (a typed number)
Error values | 4 | None visible
Hardcoded numbers | 1 | Tax rate typed in 9 formulas
Totals reconcile | 2 | Summary total 1,204,000 versus data total 1,196,500
Hidden items | 1 | Two hidden columns used in the summary
Sensitive data | 0 | Employee salaries on the Data sheet
Total 14/48. Fix before sending: remove or password-protect salaries, fix row 14, move the tax rate to one input, unhide and label columns. 15-minute routine: errors check, totals check, hidden items, links, personal data. Note for sheet 1: "Version 3, owner J. Silva, updated 12 Oct.

• review
• pre-send