Intermediate
60 mins
Teacher/Student led
+90 XP
Pupils work on their own device

Formula Auditing: Trace Dependents and Precedents

Learn to inspect spreadsheet formulas by switching to a view that displays calculations instead of results. Trace which cells feed into others and verify accuracy on complex sheets. Capture evidence of your checks for a portfolio workbook.

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    1 - Introduction ~5 mins

    Today you will

    • show every formula on one of your project sheets
    • find what each formula reads from, and what reads from it
    • take a screenshot of your formulas for your portfolio

    Warm-up

    Illustration for IntroductionThink of one formula in your project spreadsheet, like a total or a VAT line. If it showed the wrong answer, which cells would you check first?

    2 - Key Concepts ~4 mins

    Show formulas view shows the formula in every cell instead of the answer.

    A precedent is a cell that a formula reads from. It is an input.

    A dependent is a cell whose formula uses another cell. It changes when that cell changes.

    A spot-check means working out one formula by hand to check the sheet.

    Example

    Cell D2 holds {{formula:=B2*C2}}, so B2 and C2 are its precedents. The total in D5 is {{formula:=SUM(D2:D4)}}, so D5 is a dependent of D2.

    3 - Step-by-step Task ~15 mins

    You will show the formulas on one of your own project sheets, find precedents and dependents, and take a screenshot. Follow the steps in the box below.

    If your sheet has no formulas yet, add a practice tab and type in this table.

    ABCD
    1ItemNet €QtyLine total €
    2Milk 2L1.4512=B2*C2
    3Bread1.208=B3*C3
    4Eggs (box)2.805=B4*C4
    5Total=SUM(D2:D4)

    Use this shape for your notes.

    Formula: ________ Precedents: ________

    Dependent knock-on: ________

    4 - Common Issues ~3 mins

    Common issues

    • The shortcut does nothing. Use the menu: {{menu:Formulas -> Show Formulas}} in Excel, or {{menu:View -> Show -> Formulas}} in Google Sheets.
    • My screenshot only shows numbers. Turn show formulas back on, wait until you can see {{code:=}} signs, and take it again.
    • I can't find trace arrows. They only work in desktop Excel, so use show formulas view instead.

    5 - Sample Evidence Model ~5 mins

    What your evidence page looks like

    Here is a model of {{code:sm3_formula_audit}}. Use the same layout, but put in the cells from your own sheet.

    Title: Formula audit, [your project name]

    Screenshot: [your show-formulas screenshot here]

    Formula 1: In D2: =B2*C2.
    Precedents: B2 (net €), C2 (qty).

    Formula 2: In D5: =SUM(D2:D4).
    Precedents: D2, D3, D4 (the line totals).

    Dependent knock-on: If C2 (qty) changed, D2 would change, and the D5 total would change with it.

    Your page needs three parts: a screenshot, two formulas with their precedents, and one sentence about a dependent.

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