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Workbook Specification

This is a template. Replace every bracketed placeholder. This file itself establishes no policy — it applies, and must remain consistent with, ../../docs/standards/workbook-architecture-standard.md.

Workbook Architecture

  • Tab list (must map to individual files in tab-specifications/; order reflects intended left-to-right tab order):
Order Tab ID Tab Name Purpose (one line) Visible to End User?
1 [TAB-ID] [e.g. Start Here] [purpose] [Yes/No/Hidden]
2 [TAB-ID] [e.g. Inputs] [purpose] [Yes/No/Hidden]
3 [TAB-ID] [e.g. Calculations] [purpose] [Yes/No/Hidden]
4 [TAB-ID] [e.g. Dashboard] [purpose] [Yes/No/Hidden]
  • Separation of concerns: [Confirm data entry, calculations, and outputs live on distinct tabs per the workbook-architecture standard, and describe how this product's tab list implements that separation.]

Named Ranges Convention

  • Naming pattern: [e.g. tabPrefix_fieldName, all camelCase, no spaces]
  • Scope policy: [workbook-scoped vs. worksheet-scoped — state the rule and when each is used]
  • Reserved prefixes: [list any reserved prefixes, e.g. cfg_ for configuration values, calc_ for calculated values]

Protection Plan

  • Sheet protection: [which tabs are protected, which cells within a protected tab remain unlocked for input]
  • Workbook structure protection: [locked/unlocked, password policy — note: do not rely on Excel sheet protection as a security boundary; state that explicitly]
  • Formula/IP protection rationale: [what protection is meant to achieve — error prevention vs. formula concealment — and its limits]
  • Print areas defined: [which tabs have defined print areas]
  • Page setup: [orientation, scaling, margins per tab, consistent with report-specification.md]

Compatibility Target

  • Primary target: [e.g. Excel 365 desktop]
  • Secondary targets: [e.g. Excel 2019+, Excel for Mac, Excel Online — state limitations for each]
  • Explicitly unsupported: [e.g. Google Sheets import, older Excel versions — state why]

This is a template. Replace bracketed placeholders. This file itself establishes no policy.


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