Module 2 · Daily workflows
Spreadsheet formulas that get checked
In short
Ask for formulas, not finished figures. Test every formula by hand on a few rows, including awkward ones such as negatives, month-end dates and numbers stored as text, then record its limits.
After this lesson you can
- Ask for finance formulas (receivables ageing, matching, recaps by account) from column structure and made-up samples
- Test an AI-made formula by hand on sample rows, including the awkward rows typical of finance data
- Record tested formulas with their limits so colleagues can use them safely
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