Universal topic learning · Practical workbook

Spreadsheet Analysis Workbook

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Use fictional information to document the plan and its evidence. Apply your approved procedures for real work.

Practise with fictional information. Use your approved procedures for real work.

Before you begin

Define the task, purpose and boundaries.
Use approved tools and suitable information.
Complete each relevant planning field and mark unknowns.
Test normal, missing, conflicting and denied cases as relevant.
Record evidence, limitations and the review decision.
Name an owner and retest meaningful changes.

Your planning worksheet

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Question to answer and audience

Data source, period and row count

Calculated columns and formulas

Pivot or summary layout

Chart choice and reason

Rows flagged against thresholds

Top three insights with exact figures

What the data cannot answer

Figures rechecked and reviewer

Practice scenario

Fictional monthly sales: lattes earn RM10,000 revenue at RM6,500 cost; pastries earn RM4,000 at RM3,400 cost. Find the margins, the insight and what the data cannot tell you.

Review guide

Latte margin: (10,000 - 6,500) / 10,000 = 35%.
Pastry margin: (4,000 - 3,400) / 4,000 = 15%, below the 20% threshold.
Quote exact figures; do not estimate.
The data shows margin, not why customers buy; record causes as questions.

Primary references

NIST Generative AI Risk Profile

Project-authored exercises. References support the underlying principles; this workbook does not prescribe company procedures.

Spreadsheet Analysis Workbook

Before you begin

Your planning worksheet

Practice scenario

Primary references

Practice scenario: review guide