Keep the calculation trail, especially when the source has duplicates or missing values.
01 / A clear destination
Define what “done” looks like.
A checked summary, transformation log and reproducible calculations.
Questions that change the choice
What does one row represent, and which column is a unique ID?
How should returns, duplicates and missing values be treated?
Can the data leave your current workspace?
Your acceptance checklist
Totals reproduce in a spreadsheet
Cleaning rules are explicit
Unknown values remain distinguishable from zero
Claims link to rows or calculations
Start with what you have.
Use a pivot table or formulas in your existing spreadsheet and compare the checked result.
When to take another approach: Do not upload customer identifiers or confidential data without approval. A plausible chart is not proof of a correct calculation.
USD 260 double-counts A02; treating A03 as zero hides missing information.
You may reuse these original practice materials. For media tasks, supply your own authorized recording; the transcript exercise is not a video sample.
03 / Compare approaches
Choose a candidate. Keep the trade-offs.
These are research candidates, not a performance ranking. Try the same input and acceptance checklist in each relevant tool. You do not need every tool below.
Use the same input and criteria. Notes stay in this page until you export; they are not published or saved in browser storage.
04 / The working guide
Prepare. Make. Check. Continue.
Choose candidates for their stated stage, or use the existing-tool baseline. Some tools cover only editing or transcript processing. Prompts are starting points; interfaces and plan limits vary.
01
Define the calculation
BringData dictionary + report question
ProduceAgreed cleaning and aggregation rules
Prompt & instructions
Inspect this CSV and propose rules for duplicate IDs, blank revenue and negative values. Ask for confirmation before changing data. Distinguish unknown from zero.
Human checkpoint: A person approves the meaning of each row and each exception.
If it fails: Stop the summary until ambiguous data definitions are resolved.
02
Clean transparently
BringOriginal file + approved rules
ProduceCleaned copy and change log
Prompt & instructions
Apply only the approved rules. Preserve the original data. Return changed rows, duplicate IDs and unresolved blanks. Do not silently drop negative values.
Human checkpoint: Counts before and after cleaning reconcile.
If it fails: Restore the original and apply one transformation at a time.
03
Calculate and cross-check
BringCleaned copy
ProduceTotals with formulas or executable calculation steps
Prompt & instructions
Calculate the requested subtotal and groups. Show the included rows or formulas. Report missing-value counts alongside totals. Do not describe a partial subtotal as complete revenue.
Human checkpoint: Recompute using a spreadsheet or independent calculation.
If it fails: Compare row-level contributions to locate discrepancies before writing prose.
04
Write the report
BringVerified calculations
ProduceSummary with limitations
Prompt & instructions
Write a short weekly report using only these verified calculations. Separate findings from hypotheses. Include missing-data limitations. Do not invent trends without a comparison period.
Human checkpoint: Every number and trend has a calculation or source period.
If it fails: Delete unsupported explanations and label follow-up questions.
Enter a quote for a plan you have checked. Existing seats only count if they already include the required features and allowance. This estimates new spending, not total subscription cost or task eligibility.
Add a checked quote to calculate new spending.
USD only. Taxes, foreign exchange, minimum-seat rules and variable overages are not included. Enter extra credits as a monthly assumption. A $0 addition is possible when your existing plan is sufficient.