Keith’s Training Hub

EVALUATION AND CLOSE · 16:15–16:30

Keep a report you can explain.

Bring the four sessions together in one fictional workbook. Use the answer key after trying the task.

Your final practical task

  1. Keep all eight orders. Show the Open count and North cost on Summary.
  2. Apply the £100 review rule and a clearly labelled fixed-date days calculation.
  3. Show High priorities first, then Order ID A to Z. Filter Open orders, inspect them, then clear the filter.
  4. Test a Status dropdown. Restore the original values.
  5. Use a checked 10% rate to adjust £200. State whether it is a same-workbook link, external link or value-only snapshot.
  6. Make a readable team-cost chart and write one supported observation.
Final result checklist
  • 8 records; £540 total; 6 Open orders.
  • North £250, South £200, West £90; Open costs £400.
  • Only TR-101 meets the £100 review rule.
  • The fixed reporting date is 3 November 2026; TODAY is not used for an unlabelled snapshot.
  • 10% on £200 gives £220. Source and link status are explicit.
  • Three chart categories, pounds, readable labels and a zero baseline.

Check the Answers sheet for the detailed calculations. These are practice controls, not proof that your workbook has been inspected.

A short handover to keep

In your own notes, record: file name; reporting date; row count and total; rate source; linked or snapshot; one chart finding; anything still unverified.

Reflect before you finish

  1. Which task can you now do without the steps?
  2. Which formula or menu needs another try?
  3. What will you check before using the skill on approved work data?

No evaluation is submitted and no certificate is issued. Keep the completed workbook as your practice evidence.