Preparing a workbook involves more than making its final total look right. Keep source records, repeatable query steps and worksheet calculations separate enough to inspect. A loaded query needs the correct columns and types, and a formula audit needs the selected cell's actual relationships.
These eight tasks bring together the preparation, auditing and case-study work from this level. They use fresh fictional records and start independently. Review the query preview before loading, trace the requested direction, and leave the stated input cells editable when you protect a worksheet. For the final business calculations, use the supplied decision rule. A plausible recommendation is only useful when the workbook shows how you reached it.