Excel Workbook Guide: Explain This Workbook to a New Owner
Write a handover guide from a description of the workbook.
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Write a handover guide for an Excel workbook, for someone who has never seen it. List of sheets with what each contains: [SHEET_LIST]. How data flows between them: [DATA_FLOW]. Inputs that change each period: [INPUTS]. Formulas or features that are hard to understand: [HARD_PARTS]. Known problems: [KNOWN_ISSUES]. Structure the guide: purpose, who uses it, a map of sheets (input, calculation, output), a monthly routine as numbered steps, a glossary of terms and named ranges, plain-words explanations of each hard part, checks to confirm the workbook is right, a section called If something looks wrong with five checks in order, and a risk table (Risk, Likelihood, Impact, Mitigation; for example a manual input pasted over a formula). Add a table of inputs: where, who provides them, when and in what format. Suggest a name and version convention for saved copies. Mark anything I did not tell you [OWNER TO CONFIRM]. Keep the guide to two pages and add a one-paragraph summary to put on the first sheet.
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Invented guide extract. Purpose: calculate monthly commission for 14 sales staff. Sheets: Inputs (monthly sales by person, pasted from the system), Rates (commission bands), Calc (formulas), Summary (totals and a check), Notes. Monthly routine: 1. Paste new sales into Inputs, columns A to D. 2. Confirm the row count equals the number shown in the system (14). 3. Check Summary shows 'Checks OK'. 4. Save as Commission_YYYY-MM.xlsx. Hard part explained: the lookup finds the band where sales are at least the lower limit. Check: total commission 18,420 should equal the sum of the 14 rows.
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