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How to Audit Excel Spreadsheets in Visyond

How to Audit Excel Spreadsheets in Visyond

Using built-in Excel spreadsheets audit can be time-consuming and leave many errors undetected. Visyond is designed to drastically cut the time and effort involved in auditing models and debugging formulas.

Import Your Excel Spreadsheet

If you would like to audit an Excel spreadsheet, please visit this article to learn how to import your Excel spreadsheet into Visyond.

Audit Mode

Audit mode is turned on by default in Visyond when you create a new project. If you are importing from Excel, it is turned off so you can see the same formatting you had in your Excel file.

In the audit mode each cell looks different based on the type of data it contains.

  • Cells with yellow background contain hard coded values, cells with white background contain formulas:
    • Blue font: numbers or percentages
    • Green font: dates
    • Purple font: strings
  • Cells with red borders and fonts indicate wrong or incomplete formulas, or other function-specific errors

In Visyond you can also attach files to individual cells, leave comments on a cell or create cases (assumptions) for each cell.

The cell containing this metadata will display:

  • Drop-down icon: there are multiple assumption in the cell.
  • Blue dot: there are comments.
  • Green dot there are attachments.

Click on the drop-down to change assumptions. If you need edit them, click Ctrl/Cmd + k, or right click on the cell and click the “Cases” option in the menu.

Click on the blue or green icon to open the information panel.

 

Cell Formatting

Hover or right-click on any cell to open the Format Panel.

You can align text, change colors, draw borders, change font size, decimal digits, etc.

When Audit Mode is on, you will not be able to see custom formats you apply (e.g., cell color background) as the auto formatting will prevail.

 

We recommend that you keep the Audit mode on to get a bird’s eye view of the model structure, row trends and potential errors.

Prefixes and Suffixes

You can format cells adding prefixes and suffixes to improve readability and auditing. For example you can select a range and add “USD” as a prefix and ” / m” as suffix if you want to highlight these cells display figures in USD per month. Formatting does not affect calculations.

Prefixes and suffixes
Prefixes and suffixes

Unit Formatting

In Visyond you can format a cell value in different units, avoiding unnecessary intermediate calculations to visualise numbers in certain units. This improves readability, auditability and reporting.

Select cells and set their units in the Format Panel. Note changing formatting does not affect calculations.

Unit Formatting
Unit Formatting

 

Dependency Analysis

Read more about Visyond’s Dependency Analysis that can help you easily trace dependent and precedent cells in your spreadsheet and present a bird-eye view of your model.

Debug and Audit a Model & Error Root Cause Analysis

To learn more how Visyond can make auditing and debugging process more efficient, please read this article.

 

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December 14, 2018

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