Free course playbook
Free takeaway: Data cleaning checklist and report template
Data Analysis · 6 worksheets, one for each lesson
Print this playbook or save it as a PDF, then complete one worksheet after each lesson. Together they make a portfolio you can show to employers and clients.
- Data cleaning checklist and report template
- Data cleaning checklist and report template
- Data cleaning checklist and report template
- Data cleaning checklist and report template
- Data cleaning checklist and report template
- Data cleaning checklist and report template
Worksheet · Data Analysis · Metrics
Data cleaning checklist and report template
From the lesson B2B SaaS Metrics
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Define each metric in your own words.
2Calculate them for an example company.
3Decide which one to watch first.
Worked example to compare with: Calculating payback
- CAC: $600. Monthly revenue per customer: $100. Gross margin: 80 percent.
- Monthly margin: $100 x 0.8 = $80.
- Payback: 600 / 80 = 7.5 months.
- Interpretation: shorter payback means faster reinvestment.
- Check: compare with churn. If customers leave before 7.5 months, the model loses money.
Check yourself
- I can explain "B2B SaaS Metrics" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Data Analysis · Metrics
Data cleaning checklist and report template
From the lesson Key Business Metrics
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1List the metrics you track now.
2Keep the five that matter most.
3Note what action each would trigger.
Worked example to compare with: Comparing two products
- Product A: revenue $20,000, costs $14,000. Margin: 30 percent.
- Product B: revenue $30,000, costs $28,000. Margin: 6.7 percent.
- Insight: B brings more revenue but far less profit.
- Action: look at B's costs or raise its price.
- Check: include all costs, such as shipping and returns.
Check yourself
- I can explain "Key Business Metrics" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Data Analysis · Data Visualization
Data cleaning checklist and report template
From the lesson How to Choose the Right Chart or Graph for Your Data
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Write the question your data should answer.
2Choose a chart type for it.
3Build it and test it on a colleague.
Worked example to compare with: Choosing a chart
- Question: how did sales change each month this year?
- Data: 12 monthly totals.
- Chart: a line chart, since it shows a trend over time.
- Not: a pie chart, which cannot show change over time.
- Check: label the axes and use a clear title.
Check yourself
- I can explain "How to Choose the Right Chart or Graph for Your Data" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Data Analysis · Data Visualization
Data cleaning checklist and report template
From the lesson 14 Different Types of Graphs and Charts for Presenting Data
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Match each chart type to a question.
2Create three of them with sample data.
3Note which worked best.
Worked example to compare with: Matching three datasets
- Revenue by month: line chart.
- Sales by region: bar chart.
- Ad spend versus leads by campaign: scatter plot.
- Check: if the chart needs a long explanation, try a simpler one.
Check yourself
- I can explain "14 Different Types of Graphs and Charts for Presenting Data" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Data Analysis · Data Visualization
Data cleaning checklist and report template
From the lesson Different Types of Data Visualizations
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Choose an audience and a goal.
2Pick the visualization type that fits.
3Sketch it before building.
Worked example to compare with: Simplifying a chart
- Start: a chart with eight colors and a legend.
- Change 1: gray for all bars, one accent color for the key bar.
- Change 2: direct labels, no legend.
- Change 3: a title that states the insight, such as "Search drives 40 percent of leads".
- Result to look for: a reader gets the point in five seconds.
Check yourself
- I can explain "Different Types of Data Visualizations" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes
Worksheet · Data Analysis · Data Management
Data cleaning checklist and report template
From the lesson Data Preparation
Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.
1Take a small messy data set.
2Clean it step by step.
3Document your changes with the data cleaning checklist.
Worked example to compare with: Cleaning a customer list
- Problem: "Ottawa", "ottawa" and "OTTAWA" appear as three cities.
- Fix: convert to one format.
- Problem: the same customer appears twice with different emails.
- Fix: match on name and phone, then merge.
- Check: count the rows before and after, and note what changed so others can repeat it.
Check yourself
- I can explain "Data Preparation" in one sentence.
- I used a real business or project, not just an idea.
- I know what I will do next, and by when.
Notes