Intermediate
60 mins
Teacher/Student led
+60 XP

Formula Auditing: Trace Dependents and Precedents

Learn to inspect spreadsheet formulas by switching to a view that displays calculations instead of results. Trace which cells feed into others and verify accuracy on complex sheets. Capture evidence of your checks for a portfolio workbook.

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    1 - Introduction ~5 mins

    Welcome

    A spreadsheet can look perfect until one wrong cell quietly feeds five other formulas. Today you learn how to open the bonnet: show every formula on the sheet, spot what each formula depends on, and check that your Something Real numbers still make sense before anyone else reads them.

    By the end of this lesson, you will be able to:

    • Use show-formulas view and trace dependents or precedents
    • Spot-check formulas on complex sheets
    • Screenshot formula view evidence from a portfolio workbook

    Warm-up

    Think about one formula already in your Module 3 workbook (a total, a VAT line, hours worked, or an IF result). If that formula suddenly showed the wrong answer, which other cells would you check first, and why? If you are not sure, use the stock example your teacher shows on screen, or the practice tab you will build in the next activity.

    2 - Key Concepts ~4 mins

    Formula auditing is how you check that a spreadsheet still tells the truth after you edit it. Your teacher will demo these three ideas live first; use the table as a quick map while you work.

    ConceptWhy it mattersExample
    Show formulas view — a display mode that reveals the formula text in every cell instead of the calculated resultYou can scan a whole sheet for typos, broken references, and missing equals signs without clicking cell by cellYour enterprise sheet shows =B2*C2 and =SUM(D2:D6) instead of 24.00 and 180.50, so mistakes jump out
    Precedent — a cell that a formula reads from (the input)If a precedent is wrong or empty, every formula that uses it will be wrong tooIn =B2*C2, cells B2 and C2 are the precedents; wrong qty in C2 breaks the line total
    Dependent — a cell whose formula uses the cell you are looking at (the knock-on result)Before you delete or move a cell, you need to know what else will breakCell D5 holds =SUM(D2:D4), so D5 is a dependent of D2; change D2 and the total moves with it

    While you work

    Spot-check: pick one important formula and verify it by hand (phone calculator or mental maths) — one careful check often catches a pattern error early.

    Trace arrows / range highlighting: desktop Excel can draw Trace Precedents and Trace Dependents arrows; Excel Online and Google Sheets show coloured ranges when you edit a formula. Your teacher will show whichever your room supports.

    Worked example snapshot

    Imagine a short Centra-style stock sheet your teacher shows on screen:

    ItemNet €QtyLine total €
    Milk 2L1.4512=B2*C2 → 17.40
    Bread1.208=B3*C3 → 9.60
    Eggs (box)2.805=B4*C4 → 14.00
    Total=SUM(D2:D4) → 41.00

    Precedents of D2 are B2 and C2. D5 is a dependent of D2, D3, and D4. Show-formulas view makes that chain readable in one glance.

    3 - Step-by-step Task ~15 mins

    Follow the steps for your spreadsheet app to open a Module 3 workbook, switch on show-formulas view, identify precedents and dependents, spot-check one formula, and capture a clear screenshot. Your teacher will demo the first pass on the classroom screen first.

    By the end of the next activity you will drop that screenshot into {{code:sm3_formula_audit}} inside {{code:09_specialism/sm3/}}.

    Key point

    Use YOUR open Module 3 workbook — not the sample table. The sample is only a guide. If you have no formulas yet, copy three linked formulas from the teacher demo onto a practice tab first (two line totals and a SUM).

    Tip

    While you audit, jot notes on scrap paper or in a blank Notepad/Docs tab — you will paste these into {{code:sm3_formula_audit}} next. Use this fill-in shape:

    • Formula: ________   Precedents: ________
    • Dependent knock-on: ________

    4 - Common Issues ~3 mins

    Common Issues

    IssueSolution
    Show formulas does nothing / shortcut failsUse the menu path instead of the shortcut: Excel Online {{menu:Formulas -> Show Formulas}}; Google Sheets {{menu:View -> Show formulas}}. On some keyboards the backtick {{code:`}} shares a key with ¬ or ~ — hold Shift only if your teacher confirms that layout needs it. On Mac Google Sheets use {{kbd:Cmd+`}}, not Control.
    My screenshot only shows numbers, not formulasTurn show-formulas view on again and wait until you can read {{code:=}} signs in the cells, then capture. Zoom in slightly if the text is tiny. Do not turn the view off until the shot is saved.
    I cannot tell precedents from dependentsPrecedents are named inside the formula you are reading (the cells after the equals sign). Dependents are other formulas elsewhere that mention this cell. Start from one simple {{formula:=B2*C2}} line, list B2 and C2 as precedents, then find the SUM or total that includes that line total.
    Trace arrows are missingFull Trace Precedents / Trace Dependents arrows are a desktop Excel feature. In Excel Online and Google Sheets, use show-formulas view and coloured highlights when you edit a formula cell instead.
    I have no formulas in my sheetOpen a different Module 3 workbook ({{code:sm3_vat_calc}} or {{code:sm3_time_tracker}}), or quickly add two linked formulas on a practice tab (line total and a SUM) before auditing. Plain typed numbers cannot be audited as formulas.

    5 - Sample Evidence Model ~5 mins

    Before you build your own file, look at this short model of {{code:sm3_formula_audit}}. Your teacher will show a completed page on the board (or read this sample aloud). Copy the structure with your own cell references from your Something Real sheet — do not copy these demo cells if yours are different.

    Sample page layout

    Title: Formula audit — [your project name]

    Screenshot: [show-formulas capture pasted here, with {{code:=}} signs readable]

    Formula 1: In D2: {{formula:=B2*C2}}.
    Precedents: B2 (net €), C2 (qty).

    Formula 2: In D5: {{formula:=SUM(D2:D4)}}.
    Precedents: D2, D3, D4 (the line totals).

    Dependent knock-on: If C2 (qty) changed, D2 would change, and the D5 total {{formula:=SUM(D2:D4)}} would change with it.

    That three-part shape — screenshot, two formulas with precedents, one dependent sentence — is exactly what you will produce next with your own workbook.

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