Tutorial 03 · Beginner

Turn a Messy Excel Export into a Decision-Ready Weekly Report

Clean a fictional office export without changing the original, validate the important numbers, and turn it into a weekly report your manager can act on.

45-60 minutesNo coding8 guided stepsIncluded in Discovery Pack and Premium Pack

You will build

An untouched original plus a cleaned workbook with Raw, Clean, Summary, and Data Quality sections, three KPIs, one chart, and a short decision brief

You will strengthen

Protecting source data, checking assumptions, validating AI-created analysis, and separating facts from recommendations

Learning map

Tools and capabilities

Tools

ChatGPTCodexExcel or compatible spreadsheet app

Capabilities

Data hygieneVerificationDecision communication

Before you begin

What you need

A ChatGPT account with file analysis available
Codex in the ChatGPT desktop app
Excel or another app that can open .xlsx files

See the system

A visual guide before you begin

Diagram showing an untouched original workbook flowing to a working copy, cleaned data, validation, and a reviewed weekly report.

Diagram of a weekly report workbook with Raw, Clean, Summary, and Data Quality sections.

Practice assets

Download what you need

Fictional messy weekly exportA deliberately messy, privacy-safe Excel workbook containing mixed dates, aliases, a duplicate, a blank value, and a pasted summary row.Download →Weekly report review checklistA compact checklist for validating totals, assumptions, chart labels, and the final recommendation.Download →

Step-one preview

Protect the source and frame the question

Objective

Create a safe working copy and define the one decision this report should support.

Visible result

You have an untouched original, a clearly named working copy, and one decision question.

Completion check

I can identify the untouched original, the working copy, and the decision question.