← Back to articlesWorkBuddy at work

Using WorkBuddy for spreadsheets: start with exceptions

Start by checking fields and row counts before detecting exceptions.

The short answer

Blanks, zeros and numeric text differ, and matching names may hide different specifications. Produce an exception list before changing the original stock system, accounts or source sheet.

Try it in three steps

  • Prepare a sanitized (with identifying personal or client details removed) practice table with column meanings.
  • Check missing fields, duplicate IDs and invalid quantities.
  • Manually review abnormal and normal samples.

A practice prompt

Before you start

Copy this into a practice sheet with a header row, or paste text for field practice. These are different reading tests.

Practice material (fictional)

ID,Quantity,Unit
DEMO-01,8,boxes
DEMO-02,,boxes
DEMO-01,3,boxes

Replace placeholders in the prompt with this material, or append the material if there are no placeholders. Reading time excludes doing the exercise.

Read the sheet and report headings, row count and unreadable parts before listing rule-based exceptions. Do not edit it or infer accounting rules.

What to look for (not a recorded test result)

Report 3 data rows, missing quantity for DEMO-02 and repeated ID DEMO-01. Do not combine quantities into 11 without a merge rule.

If it goes wrong

If merged cells confuse columns, normalize a copy with explicit headers first.

Check your result

Findings point to specific rows and counts reconcile with the source.

References and scope

The links below support the concepts or product navigation. The steps and exercises are our teaching suggestions, not official certification or measured customer outcomes. Product interfaces and availability may change. References checked on 2026-10-17.

Start with one task

Describe the current process and its slowest step. The initial conversation is free.

Let’s talk ↗
Need help? See small-scale implementation services ↗

Keep reading