Lesson 1Data checking rules: same items, links between customers and goods, wrong range numbers, bad prices or amountsSet strong rules to keep sales files reliable. You will find same orders, check links, and mark wrong or bad values before they spoil dashboards and later work.
Finding same orders and linesChecking link keysChecking number ranges and limitsDealing with bad prices and amountsMaking checklists to use againLesson 2Knowing what columns mean: order number, order day, customer number, customer area, good number, good type, good small type, amount, price per, cut, income, expense, wayMake clear the sense and job of main sales columns in dashboards. You will match numbers, days, good details, amounts, and money fields, making sure meanings stay the same in models and pictures.
Order numbers and level choiceCustomer and area fieldsGood, type, and small type jobsAmount, price per, cut, and incomeExpense, way, and edge fieldsLesson 3Dealing with cuts and price sums: redoing income from price per, amount, and cut and matching with given incomeKnow how to redo and check income and price measures. You will sum line income from price per, amount, and cut, match with given totals, and mark mismatches for check.
Income ways from price per and amountPutting percent and full cutsMatching done and given incomeFinding bad cut waysWriting price and cut reasonsLesson 4Time changes: getting year, three months, month, week, week day, moving windows, and money yearsKnow how to change order days into full time parts for study. You will get calendar and money parts, build moving windows, and ready time fields for dashboards and time models.
Getting year, three months, month, weekMaking week day and rest day marksBuilding moving and sliding measuresPutting money years and shiftsMatching time levels for dashboardsLesson 5Data cleaning changes: cutting extra spaces, making letters same size, standard area and way namesLook at real cleaning steps to make raw sales files steady and ready for study. You will cut extra spaces, make letter sizes same, and standard area and way names to stop same items and broken dashboard choices.
Cutting extra spaces and hidden marksLetter size same for text partsStandard area and way groupsJoining near same name typesWriting cleaning rules to use againLesson 6Made measures and changes: gain = income - expense, gain edge = gain / income, full edge, average order worth = income / order number, unit sum = amount * price perLearn to make key sales measures from raw file fields. You will sum gain, edges, average order worth, and unit sums, making sure ways are steady, well written, and match business meanings.
Summing gain and full edgeSumming gain edge safelyMaking average order worth from income and ordersUnit sums from amount and price perMatching measures with business meaningsLesson 7Ways for steady data process: written steps, writings, notes, and checks for file bring in strengthLearn how to make steady data process lines for sales files. You will write changes, track types, use notes for looking, and put checks and steps to make sure bring in strength over time.
Writing repeatable file changesUsing notes for looking data processTyping process code and setupChecks and file strength checkAuto process runs and writingLesson 8Missing parts and empty ways: finding ways, fill plans, and when to drop linesMaster ways to find and fix missing or empty values in sales files. You will check empty ways, choose fill plans, decide when to drop lines, and write ideas to guard later measures.
Checking missing across key columnsShowing empty ways and linksFill plans for number fieldsFill plans for group fieldsRules for safe drop of lines or columnsLesson 9Data kinds and reading: day ways, number kinds, group coding, dealing with word vs number valuesLearn how to right read days, numbers, and groups in sales files. You will tell word from number fields, put place-aware reading, and make strong group codings that stay steady across new loads.
Finding column data kinds in file bringsReading days with many place waysDealing with number splits and money marksMaking steady group codingsChanging mixed kind columns safelyLesson 10Dealing with multi line orders and summing at order vs order line levelLearn how to handle orders that go over many lines in sales files. You will tell order and order line level, sum right, and stop double summing income, amount, and cuts in dashboards.
Telling order vs order line levelSumming income at order levelSumming cuts over linesStopping double sum in totalsChoosing level for dashboard measures