FIELD GUIDE 03 / EXCEL

Know what the workbook needs when it leaves your machine.

An external link can be intentional, stale, inaccessible, or essential. A good preflight finds the link, shows where it matters, and gives the workbook owner enough context to decide.

XLSX7 checksLinks + formulas + hidden data

The warning that a workbook contains links is useful, but it does not tell you what to do next. Breaking every link can freeze an old value or remove logic the recipient needs. Keeping every link can leave the recipient with an inaccessible source. Start with intent.

01 / Copy

Work on the delivery copy.

Save the workbook into its real delivery folder. Keep the working model and source files intact. Open the copy from the same folder structure the recipient will receive whenever possible.

01
Separate working and delivery files

Do not remove links, sheets, formulas, or comments from the only copy.

02 / Errors

Find calculation errors before link cleanup.

Search every sheet for #REF!, #VALUE!, #DIV/0!, #N/A, #NAME?, and other error values. A broken reference may tell you which source or structural change needs attention.

SYNTHETIC FINDINGDL411
BLOCK
Spreadsheet error valuemodel.xlsx / Summary!A2

Repair the calculation and recalculate the final delivery copy before release.

02
Resolve formula errors

Trace the precedent, source file, named range, or deleted sheet that caused the error.

04 / Hidden data

Review what the visible sheets depend on.

Unhide and review hidden and very hidden sheets, comments, notes, named ranges, connections, and embedded objects. Do not remove a hidden sheet until you understand which formulas, charts, or queries use it.

05
Review hidden sheets and comments

Decide whether each item is required, private, stale, or part of the calculation model.

06
Inspect names and external content

Check defined names, data connections, linked images, macros, and embedded files under the team's security policy.

05 / Recalculation

Recalculate and read the outputs again.

After any change, run a full recalculation. Compare the key outputs with the approved source or prior review. Close and reopen the delivery copy so you see the same startup warnings and refresh behavior as the recipient.

07
Verify final values and warnings

Confirm totals, charts, named outputs, print areas, and formulas that feed the client-facing sheets.

06 / Decision

Record what will happen outside your environment.

Name the reviewed file, the source assumptions, the expected link behavior, and the person who owns the final decision. A local scan can find reproducible signals. It cannot know whether the commercial model is right.