Turn a Messy Export Into a Tidy Table
Apply a step-by-step tidy-data cleanup to a messy Google Sheets export.
before-after step-trail try-feedback A CRM export has report titles, regional subtotals, mixed owner formats, and numbers stored as text. The requested output is revenue by owner. Tidy cleanup: preserve raw -> remove non-record rows -> standardize fields -> reconcile totals The common trap is deleting visible clutter directly in the only copy of the export, then losing the ability to prove whether the cleaned total still matches the source. Preserve raw Duplicate the export into a locked Raw_CRM tab and do no cleanup there. This creates a recoverable source. If a formula or manual edit goes wrong, you can compare…
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