Before emailing a model, run this checklist—broken spreadsheets erode trust faster than broken deploys.
Checklist
- ☐ Hard-coded inputs documented on Inputs sheet
- ☐ Formulas show no unintended circular references
- ☐ Error cells (#N/A, #REF!) resolved or explained
- ☐ Pivot/charts refreshed from latest data
- ☐ Version in filename (v3_2026-05-27)
- ☐ Sensitive tabs hidden/removed for external share
- ☐ Totals cross-check sample against SQL or prior version
Important interview questions and answers
- Q: Circular reference?
A: Formula depends on itself—often accidental. - Q: Version filename?
A: Recipients know which file is current.
Self-check
- List five checklist items.
- Why cross-check totals against SQL?
Tip: Email models as PDF + xlsx only when recipients need both view and edit.
Interview prep
- Circular ref?
Formula depends on itself—fix before publish.