Practical digital skills

Clean a spreadsheet without losing meaning

Preserve the original, define rules and distinguish missing values from errors before changing a table.

Step-by-step guideUpdated
Follow the method ↓
An analyst compares a cleaned table with the original data

The answer in 30 seconds

Trimming spaces or changing dates can make a table easier to work with. It can also damage identifiers, erase meaningful distinctions and hide how a result was produced if the original is overwritten.

Keep an untouched source, document the intended meaning of each column, clean a copy with explicit rules and compare row counts, identifiers and sample values before using the result.

Examples to adapt

Postcodes

Keep them as text so leading zeroes remain visible.

Blank dates

Distinguish not recorded from not applicable before filling any cell.

Mixed names

Standardise spacing on a copy, but do not merge distinct people because names look similar.

Follow the method

  1. 1
    Preserve the source

    Save the original file and record its source and download date.

  2. 2
    Define columns

    Write down expected type, unit, allowed blanks and any identifier format.

  3. 3
    Apply one rule at a time

    Clean a duplicate file and record transformations, including any excluded rows.

  4. 4
    Validate

    Compare counts, unique identifiers and a sample of changed cells with the original.

A checklist to keep

Use these checks to record what you found. The grid supports a decision; it does not make one for you.

Clean a spreadsheet without losing meaning: checklist
CheckWhat to examineAction
OriginalIs an untouched copy available?Keep
ColumnWhat does each field mean?Define
RuleWhy change a value?Record
MissingWhat do blanks represent?Distinguish
ValidationDid counts or identifiers change?Compare

Download the CSV checklist

Free, no sign-up. UTF-8 text with semicolon-separated columns.

What to check

An empty cell is not automatically zero.

An identifier may look numeric but must remain text.

A convenient automatic conversion can change dates or precision.

Common questions

Should I delete all duplicates?

No. First define the unit of observation and decide whether repeated rows are legitimate.

When is the cleaned file ready?

When its rules are documented and checks against the original support the intended use.

Sources and documentation

Documentation consulted on . Examples are illustrative; interfaces and results may change.

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