Clean and Summarise Messy Sales Data in Excel

<p>Mossgrove Plant Co.'s owner has an investor call on Thursday and needs first-quarter revenue, gross margin and a channel split she can defend. Operations lead Maya Serrano has the store platform's export: 300 order lines full of stray spaces, prices stored as text, day/month dates that Excel misreads, orders the export repeated, cancellations, and a supplier price list that is not sorted. Across five lessons you clean it with TRIM, TEXTBEFORE, VALUE and DATE, flag duplicates with COUNTIF, apply a clear revenue rule, look up costs with XLOOKUP and build a channel summary with SUMIFS. After each lesson you hand the same job to your own AI and learn to catch its mistakes. In the capstone your agent cleans April's export end to end, and Bartman checks the finished workbook.</p>

Tools: Text cleanup (TRIM, PROPER, TEXTBEFORE), VALUE and DATE conversions, COUNTIF duplicate flags, SUMIFS and COUNTIFS, XLOOKUP and VLOOKUP, Conditional formatting, AI-assisted Excel