Master Data and Reference Table Governance
Keep lookup tables correct and consistent.
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Set up governance for the lookup and reference tables my spreadsheets rely on (products, customers, codes, categories, rates). Spreadsheet app: [SPREADSHEET_APP]. Reference tables and who uses them: [REFERENCE_TABLES]. Current problems: [CURRENT_PROBLEMS]. Create a checklist I can complete for each table and mark Done, Partly, or Missing: [ ] Single master copy, with a named owner [ ] Documented purpose, columns, and allowed values [ ] Unique key column with no duplicates or blanks [ ] Standard naming and code formats [ ] Validation lists in input sheets pull from the master, not typed copies [ ] Change process: who may edit, how changes are requested and approved [ ] Change log with date, person, old value, new value, reason [ ] Effective dates for values that change over time (rates, prices) [ ] Inactive items are marked, not deleted [ ] Versioning and backup schedule [ ] Monthly check for orphans (values in transactions not in the master) [ ] Access permissions: read-only for most users Add a template layout for a reference table with metadata fields, a formula to detect orphans, and a one-page governance policy of eight rules. Highlight which table is highest risk and why.
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