Challenge
The source file contained inconsistent customer, region, product and sales-representative labels, along with duplicate order IDs and transactions that should not count toward valid sales.
Approach
- Preserved the original source records in a dedicated Raw Data sheet.
- Standardized text values and flagged duplicate order IDs.
- Excluded pending and refunded transactions from valid-sales reporting.
- Separated the workbook into Raw Data, Clean Data and Dashboard sheets.
Outcome
The final workbook provides a reviewable clean dataset and revenue summaries by month, product and region. It is designed so new data can be appended and the reporting logic can be checked by another user.