Package a spreadsheet so another person can audit it

A workbook should explain where its data came from and how to reproduce the important numbers. Add a short readme instead of expecting a new reader to infer the logic.

Prepare the workbook

Keep an unchanged source copy and explain column meanings, units and date boundaries. Use a spreadsheet or data role with compatible local tools, or the prepared sandbox. Ask for a rejected-row report instead of silently deleting inconvenient records. OfficeCubs text previews do not recalculate formulas; open the final workbook in a spreadsheet application and check representative formulas and totals.

Inputs for this workflow: Final workbook, source filenames and transformation notes.

Work through the task

1. Separate raw inputs from derived tables.
2. Record filters, units and refresh instructions.

A brief you can adapt

Create a Readme sheet listing source files, reporting period, transformation rules and known gaps. Keep formulas visible and note which recalculation checks were actually performed.

The filenames above are examples. Replace them with your actual inputs and destination before submitting the task.

Review the deliverable

Ask another reviewer to reproduce one total using only the readme and source copy.

Where this approach can fail

Do not mark a workbook fully verified when only its extracted text has been inspected.

For the related desktop setup, see missing document tools.