Advanced Excel · Intermediate level

Intermediate level · Module 6: Excel Reporting System Project · Lesson 3 of 3

Testing, Handover and Presentation

Test the system with new data, document it and present it.

In this lesson you will

  • Test the full refresh with new data
  • Hand over and present the system

Key concepts

refresh testuser guidehandoverpresentation

The lesson

Add next month's files, refresh all and check every figure against independent calculations.

Write a short user guide: how to add files, refresh, read the dashboard and what to do if a refresh fails.

Present by demonstrating the refresh live and walking through the managers' questions.

Step by step

  1. Run the refresh test with new files.
  2. Fix any problems.
  3. Write the user guide.
  4. Present with a live refresh.

Practice activity

Complete and present the Automated Reporting System.

Expected result: A system that refreshes correctly with new data, documented and presented.

Check your understanding

  1. What is the main test of the reporting system?

    Show answer

    Adding new files and refreshing updates every figure correctly.

  2. What should the user guide say about failures?

    Show answer

    What to do if a refresh fails.

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