Workbook examples

A look at the kind of work we do — what the workbook looked like when it arrived, and what it does once we hand it back. The example below is a demonstration workbook built with sample data to show exactly what your file goes through at handover — and you can play with the live dashboard yourself.

Demonstration workbook · sample data

Product sales data → interactive dashboard

This is a showcase workbook we built ourselves — not real client data. It walks through exactly what your file goes through at handover: an 18-row raw sheet full of text values, mixed date formats and #VALUE! errors becomes a structured table feeding KPI cards, pivot summaries and an interactive dashboard.

Download workbook ↓

R 604,937

Total Revenue

Quantity × Price × (1 − Discount)

36

Total Orders

Every source record retained

91 units

Quantities Sold

Text values converted to numbers

R 17,284

Avg Order Value

Across all paid orders

Before — raw sales sheet

  • Dates in five formats: 01-01-2026, 05/01/2026, 05.01.2026, Jan, 15 2026
  • Quantities typed as text: “Twenty”, “Eleven”, “Fourty”, “Seventeen”
  • Price stored as text: “12K” instead of R12 000
  • Discounts as words: “10 percent”, “zero”, blank
  • #VALUE! errors wherever totals were calculated
  • Status labels mixed: pd, done, Done, Invoiced, Paid, Pending
  • No region or category — products scattered with no structure

After — cleaned table + dashboard

  • One structured Excel table (tbl_Clean) with Order ID, Region & Category added
  • Dates standardised to real Excel dates, sorted consistently across 2025
  • Quantities, prices and discounts all converted to proper numbers
  • Revenue recalculated with a single formula: Qty × Price × (1 − Discount)
  • Statuses reduced to two clean values: Paid or Pending
  • KPI cards, pivot summaries by product / region / month, slicers & timeline
  • Interactive dashboard sheet that refreshes from the cleaned table

Sample raw rows

DateCustomerProductQtyPriceDiscTotalStatus
01-01-2026IntelSpecLED TV204600092000Paid
05.01.2026SixshotMicrowave157700zero#VALUE!Invoiced
10/01/2026SixshotComputer1312K0#VALUE!Done
Jan, 15 2026SixshotWashing MachineFourty5500253000Done

Same rows, cleaned

OrderDateCustomerRegionProductCatQtyPriceDiscRevenueStatus
ORD-10012025-01-01IntelSpecKZNLED TVNew44,6000%18,400Paid
ORD-10082025-07-02SixshotECMicrowaveNew27,7005%14,630Paid
ORD-10152025-12-20SixshotGPComputerNew212,0005%22,800Paid
ORD-10132025-12-02SixshotGPWashing MachineUsed29,2005%17,480Paid

Changes Made — raw data to cleaned data

Records
All 18 source records were retained in the cleaned table.
Dates
Mixed date formats were standardised into valid Excel dates and organised consistently across 2025.
Names
Customer and product spelling / capitalisation were corrected (e.g. Cel C → Cell C, HUAWEI/Huauwei → Huawei, Iphone → iPhone).
Quantities
Text and mixed-format quantities were converted to numbers: Twenty → 20, Eleven → 11, Fourty → 40, Seventeen → 17, 15,00/13,00 → whole numbers.
Prices & discounts
Prices were converted to numeric Rand values (12K → R12 000); zero / 10 percent / blank discounts were standardised as percentages.
Totals
Invalid or inconsistent totals, including #VALUE! results, were recalculated as Quantity × Unit Price × (1 − Discount).
Statuses
Status labels were standardised to Paid or Pending, replacing variations such as pd, done, Done and Invoiced.

Want the same treatment on your own file? Send us a sample workbook →

Live demo · try the filters

Interactive sales dashboard

The same slicers and timeline you get inside the delivered Excel workbook — rebuilt here so you can click through it before we start.

Region slicer

Product slicer

Category slicer

Timeline filter

Jan 2024Dec 2025

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

R 621 087

Revenue

36

Orders

91

Units sold

R 17 252

Avg order value

Revenue by product

ComputerR 283 251
LED TVR 159 323
Washing MachineR 116 087
MicrowaveR 62 425

Revenue by region

GPR 289 062
KZNR 159 095
ECR 77 509
MPR 40 757
WCR 24 055
LR 12 709
FSR 9 709
NWR 5 850
NCR 2 340

Revenue by customer

Teli ShareR 259 531
SixshotR 160 399
Corp TechR 152 472
IntelSpecR 48 684
OrderDateCustomerRegionProductCatQtyPriceDiscRevenue
ORD-10012025-01-01IntelSpecKZNLED TVNew4R 4 6000%R 18 400
ORD-10022025-02-02Corp TechMPWashing MachineNew5R 5 5015%R 26 127
ORD-10032025-02-02Teli ShareGPComputerNew11R 8 5005%R 88 825
ORD-10042025-03-02SixshotKZNLED TVUsed5R 11 2205%R 53 295
ORD-10052025-04-02Corp TechKZNComputerNew15R 4 6000%R 69 000
ORD-10062025-05-02Teli ShareGPComputerUsed3R 23 4205%R 66 747
ORD-10072025-06-02Corp TechLMicrowaveUsed1R 7 7005%R 7 315
ORD-10082025-07-02SixshotECMicrowaveNew2R 7 7005%R 14 630
ORD-10092025-08-02Teli ShareGPWashing MachineNew5R 4 6000%R 23 000
ORD-10102025-09-02Teli ShareGPLED TVNew2R 4 6000%R 9 200
ORD-10112025-10-02Teli ShareECLED TVNew1R 10 2205%R 9 709
ORD-10122025-11-02IntelSpecECWashing MachineUsed1R 10 5005%R 9 975
ORD-10132025-12-02SixshotGPWashing MachineUsed2R 9 2005%R 17 480
ORD-10142025-12-14Teli ShareECMicrowaveNew2R 9 2005%R 17 480
ORD-10152025-12-20SixshotGPComputerNew2R 12 0005%R 22 800
ORD-10162025-12-21SixshotGPComputerNew1R 5 0000%R 5 000
ORD-10172025-12-24IntelSpecGPLED TVNew3R 2 0000%R 6 000
ORD-10182025-12-28SixshotWCWashing MachineUsed1R 5 5005%R 5 225
ORD-10192024-12-28SixshotMPLED TVNew1R 7 7005%R 7 315
ORD-10202024-12-29SixshotGPWashing MachineNew1R 7 7005%R 7 315
ORD-10212024-12-30Teli ShareGPWashing MachineNew1R 4 6000%R 4 600
ORD-10222024-12-31IntelSpecKZNMicrowaveNew1R 4 6000%R 4 600
ORD-10232024-11-02Teli ShareNCComputerNew1R 2 3400%R 2 340
ORD-10242024-11-02IntelSpecFSComputerNew1R 10 2205%R 9 709
ORD-10252024-10-02SixshotLLED TVUsed1R 5 6785%R 5 394
ORD-10262024-10-02Corp TechNWWashing MachineNew1R 6 1585%R 5 850
ORD-10272024-09-02SixshotGPLED TVNew3R 7 7005%R 21 945
ORD-10282024-09-02Corp TechECWashing MachineNew1R 7 7005%R 7 315
ORD-10292024-08-02Corp TechKZNWashing MachineNew1R 4 6000%R 4 600
ORD-10302024-07-02Teli ShareECMicrowaveNew4R 4 6000%R 18 400
ORD-10312024-06-02Corp TechWCComputerUsed1R 4 2000%R 4 200
ORD-10322024-05-02Teli ShareWCComputerNew2R 7 7005%R 14 630
ORD-10332024-04-02Corp TechMPLED TVNew1R 7 7005%R 7 315
ORD-10342024-03-02Corp TechKZNWashing MachineNew1R 4 6000%R 4 600
ORD-10352024-02-02Teli ShareKZNLED TVNew1R 4 6000%R 4 600
ORD-10362024-01-02Corp TechGPLED TVNew2R 8 5005%R 16 150

Sample data for demonstration only — it mirrors the structure of a handover workbook, not a real client file.

More workbook transformations

Monthly sales tracker

Before

  • 12 monthly sheets with different column orders
  • Dates stored as text: 03/04/24, 3-Apr, 2024/04/03
  • #REF! errors in the totals row

After

  • One structured table with a proper date column
  • KPI cards: revenue, margin, units, growth vs last month
  • Slicer by region and rep, timeline by month

Stock & inventory sheet

Before

  • Product names in mixed caps and misspelled variants
  • Quantities typed as text with trailing spaces
  • Manual re-order notes buried in comments

After

  • Cleaned product master list with lookup validation
  • Re-order flags driven by formulas, not memory
  • Pivot view of stock value by category

Timesheets & job costing

Before

  • One sheet per employee, copy-pasted each week
  • Hours captured in free-text cells
  • No way to see cost per job

After

  • Microsoft Form for weekly capture at the source
  • Single consolidated table feeding pivots
  • Dashboard: hours and cost per job, per employee

Multi-sheet management report

Before

  • Data scattered across 20+ sheets and hidden tabs
  • Hard-coded numbers pasted over formulas
  • Report rebuilt by hand every month

After

  • Clean data layer separated from the report layer
  • Refreshable pivots and consistent KPI definitions
  • Monthly update in minutes, not days

Want to see it on your own file?

Send us a sample workbook and we will show you exactly what it can become.

Contact us