Excel prompts Page 2 of 7
Prompts
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Excel Power Query Steps and Refresh Reliability Audit
Review a query for fragile steps and silent data loss.
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Excel Calculation Mode, Volatile Functions and Recalculation Audit
Find the reasons a workbook is slow or shows stale numbers.
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Excel Solver Model Assumptions and Result Sanity Audit
Check that an optimisation model is sound before acting on it.
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Excel Hidden Data and Metadata Check Before Sharing a Workbook
Find hidden sheets, comments and personal information before sending.
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Excel Table and Range Structure Audit
Check whether data is laid out so formulas and pivots stay reliable.
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Excel Inherited Workbook Takeover Review
Understand and assess a workbook someone else built.
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Excel Filtered Totals, Hidden Rows and SUBTOTAL Mistakes Audit
Find totals that silently include or exclude rows.
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Excel Number Format, Rounding and Displayed Versus Stored Values Audit
Find cases where what you see is not what is stored.
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Excel Regional Settings, CSV Import and Date Format Audit
Prevent day-month swaps and decimal comma problems.
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Excel Workbook Version and File Naming Practice Audit
Check how a team saves, names and shares versions.
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Excel Chart Source Range and Labelling Accuracy Audit
Check that charts show the data they claim to.
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Excel Cleaned Table Quality Check After Cleaning
Prove that a cleaned table is complete and nothing was lost.
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Financial Model Sanity Check
Test a model's logic, assumptions, and outputs.
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Budget Variance Investigation
Explain gaps between budget and actuals.
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Unit Economics Audit
Evaluate CAC, LTV, margins, and payback calculations.
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Pricing and Margin Model Review
Check cost allocation and price-setting logic.
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Scenario and Sensitivity Design Review
Check that scenarios are coherent and informative.
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Budget Model Input Control Audit
Audit a budget model's input controls: how numbers enter and change, who can edit them and how changes are tracked.
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Break-Even Model Verification Walkthrough
Verify break-even calculations step by step.
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Startup Financial Model Sanity Audit
Check growth, costs and cash assumptions for plausibility.
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Three-Statement Model Integrity Audit
Check that income, balance and cash flow tie together.
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Pricing Model Spreadsheet Audit
Check margins, discounts and volume tiers.
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Loan and Mortgage Comparison Sheet Audit
Check amortisation and fee assumptions.
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Break-Even and Scenario Workbook Audit
Check fixed and variable cost logic.
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Cash Flow Forecast Spreadsheet Audit
Check timing, assumptions and buffers.
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Household Budget Spreadsheet Audit
Check categories, totals and missing irregular costs.
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Three-Statement Model Integrity Check
Verify linkage between income, balance sheet, and cash flow.
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Revenue Forecast Assumption Challenge
Stress-test growth assumptions like an investor.
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Valuation Model Sensitivity and Method Review
Examine a discounted cash flow or multiples valuation.
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Cash Runway and Scenario Model Audit
Check a startup or small business cash model.
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Lease, Loan and Capital Budgeting Calculation Check
Verify lease, loan and capital budgeting calculations such as NPV, IRR and payback in your spreadsheet financial model.
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KPI and Ratio Calculation Standardization
Make financial metrics consistent across reports.
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Departmental Cost Allocation Fairness Review
Examine shared-cost allocation methods.
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Formula Error Hunt
Hunt for broken or inconsistent formulas in a spreadsheet, with an explanation of each error and a suggested fix.
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Lookup and Match Troubleshooter
Diagnose VLOOKUP, XLOOKUP, INDEX/MATCH failures.
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Workbook Structure and Dependency Review
Assess the architecture of a multi-tab workbook for fragility.
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Pivot Table and Report Accuracy Check
Verify that reports tie to source data.
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Named Range and Table Reference Audit
Check that references are stable and understandable.
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Circular Reference and Iterative Calculation Review
Find and handle circular logic safely.
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Version Comparison and Change Detection Audit
Find what changed between two versions of a workbook.
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Hardcoded Number Hunt in a Budget Workbook
Find typed-over formulas and constants buried in calculations.
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Lookup Function Error Audit
Check lookups for wrong matches, missing values and fragile ranges.
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Date and Time Calculation Audit
Find errors from text dates, time zones and month-end logic.
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Circular Reference and Dependency Audit
Trace loops and fragile chains of dependency.
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Percentage and Rate Calculation Audit
Check percentages, growth rates and weighted averages.
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Array and Dynamic Formula Audit
Check modern formulas for spill errors and version dependence.
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Unit and Currency Mismatch Audit
Find mixed units, currencies and scale errors.
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Hardcoded Numbers and Hidden Assumptions Finder
Locate constants buried in formulas.