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
- Answer the Sharma Traders, Nashik question yourself before any merge. This is a business fact the model cannot know, and getting it wrong corrupts the top-20 list either way.
- Check the row count before and after every fix. A cleaning step that drops rows is the most common silent failure.
- After the customer-name fix, count distinct customers before and after. If it fell from 340 to 180, something over-merged.
- Ask specifically for the list of ambiguous dates in the full file, and resolve them against the source system rather than assuming.