July 7, 2026
The data handoff checklist every freelance analyst needs
Two months after the project closed, the client can't refresh it and you're doing unpaid support. A seven-item handoff that leaves the work runnable without you.
Read more →Field-tested guides for freelance analysts and small teams — clean messy client data, standardize your process, and ship dashboards faster.
July 7, 2026
Two months after the project closed, the client can't refresh it and you're doing unpaid support. A seven-item handoff that leaves the work runnable without you.
Read more →July 7, 2026
Re-cleaning the same monthly file by hand is 18 hours a year of identical clicks. Build the pipeline once, then swap the file and refresh in minutes.
Read more →July 7, 2026
Cleaning a date column is bounded; unpivoting a wide table and adding a moving average is not. Why quoting them as one line turns two hours into ten.
Read more →July 7, 2026
Three hours in, the join returns zero rows because C-1001 never matched 1001. Five checks — match rate, grain, coverage — that prove the data fits first.
Read more →July 7, 2026
€1.234,56 and £1,234.56 are the same amount with the separators swapped, and a naive SUM gets both wrong. How to clean a five-country export before you report.
Read more →July 7, 2026
Blanks make your average read 45 when the real answer is 30 — a blank is not a zero. How to decide what missing means per column before you build.
Read more →July 7, 2026
A stakeholder asks where the 18% came from and the client can't say. Six sections — with a filled-in template — that let them defend your numbers without you.
Read more →July 7, 2026
A £900 job quoted at 15 hours quietly costs 27. A logged breakdown of where the hidden 12 go — data chasing, version churn, revisions — and how to price them in.
Read more →July 6, 2026
"Can you just clean this up?" has no edges, so it loses money. A statement of work with row counts, named deliverables, and a change-request rate that holds.
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A £450 dashboard that took six hours of cleaning is £56/hr work you meant to bill at £120. The math on the invisible half — and four ways to charge for it.
Read more →July 6, 2026
Eight departments become twenty-nine bars when Marketing, Mktg and marketing team all count separately. Group them back with a mapping table the client approves.
Read more →July 6, 2026
A CRM logs three rows per order and your total triples. Find and remove duplicates with conditional formatting and Remove Duplicates — no formula, no undo regrets.
Read more →July 6, 2026
A PDF, a Google Sheet, a six-tab Excel file, and a broken-encoding CSV — all the same numbers. A calm order of operations to one clean, defensible table.
Read more →July 6, 2026
Twelve monthly files spell the header four ways, so your append makes 38 half-empty columns. A mapping table that collapses them back to one clean table.
Read more →July 6, 2026
Six fast checks that catch the errors clients actually notice — a reconciled total, hidden duplicates, blanks, date range — before you hit send on a Friday.
Read more →July 6, 2026
A merge keeps the value in the top-left and blanks the rest, so most rows import empty. Unmerge and fill down in four moves — no macro.
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Text dates sort April before January and quietly drop rows from the total. Spot them by alignment and convert them by source format, before the trend chart ships.
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The Amount column arrives as $1,240.00, USD 1,240, (320) and a trailing space. Here's the exact sequence — with a real formula — to make it summable before it reaches Power BI or Tableau.
Read more →July 6, 2026
"Acme Corp" counted five times inflates your customer KPI without a warning. A 12-point checklist — in order — that catches it before the file ships to the client.
Read more →July 6, 2026
Two hours quoted, two days spent — because you re-clean the same monthly export from scratch. A mapping table and four other moves that collapse the refresh.
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