Lesson ProgressPhase 3 of 6
Phase 3Guided Practice
Guided Practice: Project Rehearsal: Shared Payroll Workbook Audit

Trace the logic chain from raw data through calculations to the final recommendation; identify what makes evidence weak

Phase 3: Guided Audit

Audit the Shared Workbook Together

We'll trace the evidence chain together. For each step, answer the question and compare findings with your neighbors. Focus on where the recommendation comes from and what makes evidence strong.

Audit Walkthrough
Step 1Open the Employee_Data sheet

Check that all 10 employees have valid hours, rates, and dates. Look for any validation errors highlighted in red.

Discussion:

What's one thing you'd flag as a potential problem here?

Step 2Trace calculations to Payroll_Calculations

Pick one employee and manually verify their gross pay, deductions, and net pay. Do the formulas match what you expect?

Discussion:

Can you find one formula that uses structured references (like Table[Column])?

Step 3Check the Bank_Reconciliation sheet

Find the total from payroll and compare to the bank statement amount. Are they within $0.01?

Discussion:

What's the dollar difference, if any? How is it explained?

Step 4Review the Dashboard recommendation

Read the executive summary. Does it state a clear recommendation? Is there supporting evidence cited?

Discussion:

Where in the workbook does the evidence for this recommendation live?

Weak Evidence Red Flags

Watch for these signs that evidence is weak:

  • Recommendation without any numbers cited
  • Calculations that don't tie to the totals shown
  • Bank vs. register mismatch that's not explained
  • Hard-coded values instead of formulas
  • Charts with fixed ranges instead of Tables
Strong Evidence Example

A strong recommendation looks like this:

"Recommendation: Payroll is on track for Base scenario."

Evidence:

  • Total gross pay: $8,360 (Employee_Data!B15)
  • Bank reconciliation within $0.01 (Bank_Reconciliation!E10)
  • Labor % of revenue: 32% (Dashboard!C3), below 40% threshold