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Spreadsheet Analysis Foundations

Clean a small spreadsheet, use reliable formulas and build a checked category summary.

3 reading lessons · about 30 min ·written by MTT

The idea

Preserve an untouched source copy before cleaning. Use one header row, one observation per row and one variable per column. Standardize dates, numeric values and category labels, and distinguish missing values from zero. Decide what makes a duplicate before deleting rows. Formatting a cell as a number does not always convert stored text into a numeric value.

Worked example

A fictional sales sheet contains Accra, accra and Accra with a trailing space as three labels. Normalize them in a working copy so the category summary is consistent. Two rows for different products in the same order are not necessarily duplicates; an order ID alone cannot determine whether an item-level row should be removed.

Try it

Create six fictional sales rows with one inconsistent city label, one number stored as text and one missing amount. Make a clean copy and record each change. Define the row grain and a duplicate key before removing anything. Compare the row count and known revenue before and after cleaning.

Lesson 1 of 3 · About 10 min

Keep the raw data and a clean table

Check your understanding

Course quiz

Finish the course to unlock the quiz

Complete all 3 lessons and 5 questions open up here. You have 3 to go.

What you will learn

  • Organize a rectangular dataset with consistent types
  • Distinguish relative and absolute references
  • Build and reconcile a pivot-table summary

Before you start

Prerequisites
None. Use a spreadsheet application or complete the examples on paper.
Cost
Free introductory reading lessons, exercises and quiz. Optional third-party tools, hosting or AI subscriptions may cost money.

Original introductory lessons and assessment by Master the Trick. Estimated times include the suggested exercises.