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Learn by doing · 5 minutes

Turn a messy export into a checked total

Learn to ask for a workbook you can verify, rather than an answer you have to trust.

Start with this example

Month,Sales
Jan,1200
Feb,950
Mar,1450

Give your assistant a clear brief

Use a compatible tool you already have, or choose a reviewed guide below. This is a suggested learning exercise, not proof that a specific installation has been tested.

Create a workbook from this CSV. Keep the source data on one sheet and add a separate summary with a formula for total sales. Do not type the total as a fixed value. Show how to check the formula.

Month,Sales
Jan,1200
Feb,950
Mar,1450

Check the result

The total is 3,600. Open the workbook, inspect the formula and change January to 1,300. The total should become 3,700. A workbook that only displays 3,600 without a formula fails the exercise.

What to take away

A correct-looking number is not enough. A maintained workbook needs the calculation and a simple change test.

Tools to understand next