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Trace a financial model's cross-sheet dependencies before changing formulas

At a glance

A financial-model builder reports using Claude directly in Excel to follow circular references and multi-sheet dependencies and identify suspected errors; the claimed time savings are personal reports. This workflow is listed under life, spreadsheet-audit, formula-dependencies.

Agents / tools
Claude in Excel, Microsoft Excel

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Prompt excerpt

Open a permitted copy of the model with the documented Claude Excel integration. Identify a target output and ask for the chain of formulas feeding it, including circular references and assumptions. Inspect the cited cells, test suspected errors with known values, and approve a proposed correction only after independently checking its downstream effect.
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