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beginner18 min18 min read

Ask the spreadsheet a question you can recompute

Plain-language questions against a file you cleaned. Recompute the total yourself. No “insights you might be missing” fortune-telling.

What you will learn

  • ✓Redact columns that are not the model’s business
  • ✓Ask for counts and sums you can check in the sheet
  • ✓Label mixed units and missing cells instead of filling them with a guess
  • ✓Refuse insight-theater that cannot point at a row

A chatbot is not a data team. It can help you phrase the question and spot a formula. It will also invent a trend if you sound like you want one.

Aside. The robot does not get your badge. Your manager still reads the email with your name on it.

Before you paste

Drop email, phone, address, free-text notes about people. Keep ids, dates, amounts, categories. If the file is someone else’s customers, use the company tool or do not use a model.

Questions that are allowed

  • How many rows in category X?
  • What is the sum of amount for March? Show the rows you used.
  • Which ids appear more than once?

Questions that are not

  • “What story should I tell leadership?”
  • “Fill the empty revenue cells”
  • “Predict next quarter” from twelve rows and a dream

Packet

Use only this table.

If a number is missing, say NEED. Do not impute.

Question: [one question].

Then tell me how to check it in the spreadsheet.

Open the sheet. Recalculate. If the model is off, you stop. You do not ask it to “be more insightful.”

Try this today

One export. One question. One check. That is analytics literacy.

You are done when

You have a number you recomputed, not a paragraph about “hidden stories in the data.”

workflowsspreadsheetsjudgmentday-job
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Almost Done!

Made it to the end — nice work. Record your achievements to update your smart-assistant profile.

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