SMEMindsPlaybook
Prompt library

Data · Beginner

Get the cleaning recipe, not the cleaned data

You export sales data.

Based on the problems we identified, give me the transformations I
should apply. I will apply them myself in Excel.

My tool: [Excel / Google Sheets] and my comfort level: [formulas only /
comfortable with Power Query / can use scripts]
How often I do this: [one-off / monthly / weekly]

For each problem give me:
PROBLEM - restated in one line
FIX - the exact formula or the exact Power Query steps, ready to paste
WHERE - which column to put it in, and whether it should be a new
  column rather than overwriting
CHECK - how I verify the fix worked, as a specific count or comparison
  I can run (e.g. "row count before and after must match")
RISK - what this fix could damage if my data has a case you have not
  seen

Rules:
- Always fix into a NEW column. Never overwrite source data.
- For possible duplicate entities, give me a PROPOSED merge list with
  a confidence level for each, for me to approve. Do not merge
  anything automatically.
- If I said this is monthly, prefer Power Query over formulas so the
  steps are saved and repeatable.
- Order the fixes so that earlier ones do not break later ones.

The 'order the fixes' instruction prevents the classic problem where trimming spaces after doing lookups means redoing the lookups.

Before you rely on the answer