Lesson ProgressPhase 2 of 6
Phase 2Introduction
Introduction: Data Cleaning and Analysis

Data cleaning patterns, Excel tool locations, common failure modes

Phase 2: Tool Anatomy

Data Cleaning Tools and Patterns

Master the Excel tools that transform raw POS data into analysis-ready format.

The Data Cleaning Workflow
  • Inspect: Open the raw file, check for obvious issues, count rows
  • Clean Text: TRIM spaces, PROPER case for consistency
  • Fix Formats: Text-to-Columns for dates, remove currency symbols
  • Remove Duplicates: Delete repeated transactions
  • Handle Missing: Fill, delete, or flag empty cells
  • Validate: Spot-check calculations, flag outliers
  • Document: Record what you changed and why
Tool Locations in Excel

Home Tab → Editing

  • Find & Select → Go To Special

Data Tab

  • Text to Columns (split columns)
  • Remove Duplicates
  • Filter (show/hide rows)
  • Sort (A-Z, filters)

Formulas Tab

  • TRIM(text)
  • PROPER(text)
  • CLEAN(text)

Analysis Tools

  • Data Analysis → Descriptive Statistics
  • Conditional Formatting → Highlight Cells
Common Failure Modes

❌ Skipping the Documentation

Always record what you changed. Investors ask "what did you do to this data?"

❌ Cleaning in the Wrong Order

Dates first, then duplicates, then text cleanup. Wrong order wastes time.

❌ Not Checking After Cleaning

Always spot-check totals before and after. A 10% row reduction matters.

Data Cleaning Vocabulary
Complete each sentence with the correct term.
Attempts: 0Score: 0%
📝 Fill in the Blanks
Complete each sentence by typing the missing word or phrase
📚 Word Bank
Available answers