Spreadsheets · Level 5 of 5 · Capstone

Capstone: build a working report

Turn raw data into a clean, checked, shareable report.

Study notes

Separate sheets for raw data, calculations, and the summary make reports easier to check.
Use data validation (drop-down lists, number limits) to stop bad entries at the source.
Conditional formatting highlights values that need attention, such as overdue dates or negative balances.
Charts should match the question: lines for trends over time, bars for comparing categories.
Check your work: totals that tie out, spot-checked rows, and no hard-coded numbers hidden inside formulas.

Quiz: 6 questions

Choose one answer for each question, then check your answers. Score 5 of 6 to pass. Then enter your name and email to download a PDF certificate and have a copy emailed to you. Answers are graded in your browser.

1. Why keep raw data on its own sheet?

The original stays intact and calculations are easier to audit It looks empty Required by law It hides errors

2. Data validation is used to:

Restrict what can be entered in a cell Make charts Sort columns Send reports

3. Best chart for monthly sales over two years?

Line chart Pie chart No chart A table of logos

4. Conditional formatting can:

Highlight overdue dates automatically Change the formula Delete rows Email the boss

5. A formula reads =B2*1.0825 where 1.0825 is a tax rate. Better practice?

Store the rate in a labeled cell and reference it Leave it hidden Type it in every cell Round it to 1

6. To check a report total you could:

Confirm it matches the sum of the raw data Trust it Change it by hand Delete the raw data

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