Build an Exception Report Instead of Fixing Output Cells
Create an exception report for rows a spreadsheet automation cannot process safely.
During close, Theo's revenue workbook refreshes but six rows have no region because the CRM export added a new territory code. The old habit is to type regions into the dashboard table so the executive view balances. Source -> Transform -> Validate -> Load The common shortcut is to automate the cleanup clicks but keep exceptions hidden in the final report. That makes the process faster while preserving the same silent failure mode. Step 1 Preserve the raw CRM export unchanged. You need evidence of exactly what arrived before any cleanup or classification. Step 2 Merge the export to an…
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