Aurum
Download

Spreadsheet Analysis & Models

Spreadsheet models people can audit: inputs kept apart from formulas, checks that catch errors, refresh and version routines, scenario and sensitivity skills, and small business sheets for cash, quotes and stock.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Spreadsheet Analysis & Models, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

196

Starter tasks

📊 Data & Analytics

Spreadsheet Analysis & Models

Building clear, auditable spreadsheet models and analyses with separated inputs, consistent formulas and checks that catch errors.

  1. Inventory of the spreadsheets you rely on
  2. One-page scope before building a model
  3. Separating inputs, calculations and outputs
  4. House style for colours, formats and units
  5. Reusable starter workbook
  6. Checks sheet with a master error flag
  7. File naming, versioning and storage rules
  8. Raw data sheets kept untouched
  9. Assumptions register with sources and owners
  10. Monthly data refresh routine
  11. Weekly checks review before figures go out
  12. Change log inside every live model
  13. Quarterly assumptions refresh
  14. Peer review before a model leaves your hands
  15. Spreadsheet error log and lessons
  16. Backups and restore test for critical models
  17. Annual spreadsheet estate clean-up
  18. Broken links and external references check
  19. Lookup formulas with XLOOKUP and INDEX MATCH
  20. Pivot tables for quick summaries
  21. Conditional totals with SUMIFS and COUNTIFS
  22. Power Query for repeatable data cleaning
  23. Tables, named ranges and structured references
  24. Date arithmetic that does not surprise you
  25. Dynamic arrays with FILTER, SORT and UNIQUE
  26. Formula auditing and tracing
  27. Rebuilding an inherited model you do not trust
  28. Removing hard-coded numbers from formulas
  29. Clearing out merged cells, hidden sheets and volatile functions
  30. Speeding up a slow workbook
  31. Scenario switch for base, upside and downside
  32. Sensitivity tables on the biggest drivers
  33. When a spreadsheet should become a database or app
  34. Choosing a spreadsheet audit or comparison add-in
  35. Annual budget model build and sign-off
  36. Board or lender pack figures traced to the model
  37. Model walkthrough with the people who use it
  38. Handover pack before leave or a role change
  39. Final check on a loan or grant application spreadsheet
  40. Thirteen-week cash flow sheet for a small business
  41. Job costing and quote calculator
  42. Stock and reorder sheet for a small shop
  43. Taking over spreadsheets when a colleague leaves
  44. Shared team workbook rules
  45. Break-even sheet for a new product or service
  46. Readable formulas with LET and LAMBDA
  47. Optimisation models with Solver
  48. Monte Carlo risk analysis in a spreadsheet
  49. Model risk register for business-critical spreadsheets
  50. Independent model audit against a modelling standard

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Inventory of the spreadsheets you rely on

Most teams and small businesses run on a handful of workbooks nobody has ever listed: the pricing sheet, the payroll check, the stock list, the monthly report. Writing down every spreadsheet that feeds a decision or a payment, with its owner and how often it is used, shows which ones would hurt most if they broke and where to start tidying.

First tasks

  • List the spreadsheets you opened in the last month for work decisions
  • Ask two colleagues which workbooks they could not work without
  • Rate each file high, medium or low for the impact of an error
  • Add any new business-critical spreadsheet to the inventory @recurring(quarterly)

One-page scope before building a model

Models grow sideways when nobody wrote down the question they were meant to answer. A single page naming the decision, who will use the answer, the time horizon, the level of detail and what is out of scope keeps the build small and stops weeks going into tabs nobody needs.

First tasks

  • Write the decision the next model must support in one sentence
  • Agree the time horizon and time step with the person who will use it
  • Sketch the output table or chart the user expects to see
  • List what the model will not cover and share the page for sign-off

Separating inputs, calculations and outputs

When assumptions are typed into the middle of formulas and results sit beside raw data, nobody can tell what to change or what to trust. Splitting a workbook into an inputs sheet, calculation sheets and an outputs sheet, with formulas flowing in one direction, is the single change that makes a model reviewable by someone other than its author.

First tasks

  • Pick the live model that is changed most often
  • Move every typed assumption onto a single labelled inputs sheet
  • Align time periods to the same columns on every calculation sheet
  • Ask a colleague to change one input and trace it to the output

Make it yours.

Install Spreadsheet Analysis & Models, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.