Understand a Spreadsheet and Design Formulas | Follow-Along Exercise

Cosa realizzerai

A text deliverable that fits the task, a fact-check sheet and a reusable prompt.

Ti servirà

• A chat, image or video tool suited to the task (PromptKite does not provide model credits)
• Your own input materials and a folder for saving results

Passaggi

1. Define the inputs for this exercise

   The demo inputs for this exercise are: Headers: A Date, B Category, C Amount; demo rows: 2026-10-01/Assets/20, 2026-10-02/Tools/30, 2026-11-01/Assets/15; Requirement: total the amount for each category by month. First confirm whether these conditions fit your situation; replace “paste your material” in the example with real material. Write the goal as a deliverable you can check against.

2. Run it once for your scenario

   Replace the placeholder material in the example with real material you can provide, then give the complete prompt to a chat tool. Redact personal or business information as needed first; if the model asks about missing facts, supply the material rather than asking it to make things up. Focus of this task: first confirm the column types and software version, then give a small fictional sample clearly labeled as a demo.

3. Check against the criteria and revise

   Check the output against the input: “Formula ranges, date boundaries and error-value handling; verify names, numbers and qualifiers in the input.” Tag each conclusion with its supporting material; move anything unsupported to a “to be confirmed” section. Pick one wording or structural problem to fix and compare the old and new versions, rather than just asking for it to be “more professional.”

4. Save and review

   Save the final result, the prompt, the source of your input material and one reason for a change. Name files with the date plus the task name; save reusable versions to your PromptKite Prompt Pocket. Next time, change one condition and try again, noting whether the result still holds.

Errori comuni

• The input is still placeholder text, so the output looks empty — Replace placeholders such as “paste your material” in the example with real material; state clearly that missing facts are unknown instead of asking the model to fill them in.
• The result doesn't meet the standard for this scenario — Check the output against the input: “Formula ranges, date boundaries and error-value handling; verify names, numbers and qualifiers in the input.” Tag each conclusion with its supporting material; move anything unsupported to a “to be confirmed” section. Pick one wording or structural problem to fix and compare the old and new versions, rather than just asking for it to be “more professional.”

Modello di esercizio

Complete the task using the following inputs: the headers are “{subject}”; the requirement is to total the amount for each category by month. First confirm the column types and software version, then give a small fictional sample clearly labeled as a demo. Explain each argument of the recommended formula, provide tests for blanks, amounts stored as text and date boundaries, offer a pivot table alternative, and don't guess at real data that wasn't provided. Output in this order: understanding and assumptions, ready-to-use text, information I need to confirm, and next steps. Use clear, short sentences and avoid empty slogans; if key inputs are missing, ask at most three specific questions instead of filling in facts with guesses. Finally, check item by item whether it meets my purpose, and state clearly which results still need human review.