Data Cleanup

Fix duplicates, negatives, and irregular revenue in a couple of clicks - then audit every change right in Excel.

Quikirr’s Data Cleanup capabilities fix common issues in real-world customer data, streamlining the data preparation process. Each action refreshes your dashboards instantly and writes an auditable tab to the generated Excel workbook so every stakeholder can trace numbers back to the original data.

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1 · Customer Consolidation

Quikirr helps identify and merge duplicate customer records:

• Exact Name Matches – Detects records where customer names are identical.
• Similar Name Matches – Identifies records with slight variations in customer names (e.g., “ABC Inc.” and “ABC Incorporated”) that may represent the same entity.

Both types of matches are presented in separate queues. Click Review to step through duplicates one‑by‑one or hit Accept All to apply Quikirr’s recommendations en masse.

Excel audit tab → Cust. Dedupe will regenerate the cube data with the consolidated customer entries, using the original tab as reference.

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2 · Negative Value Handling

Refunds, chargebacks, or fat‑finger errors? Pick the strategy that fits your analysis:

Option	Effect in Excel
Leave as‑is	Keeps negatives; formulas treat them as downsell / churn
Zero‑out	Removes the value entirely
Net‑Out	Offsets against a matching positive (coming soon)

Excel audit tab → Negatives flags every changed value and the action applied.

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3 · Revenue Irregularities

Quikirr detects payment patterns, missing payments, and revenue spikes to help smooth revenue trends for clearer cohort charts. You can review these by customer, tweak individual months, or apply default resolutions. The following actions can be applied:

Option	Effect in Excel
Quarterly/Yearly Spread	Distributes a lump-sum payment over 3 or 12 periods (or 1 or 4 for quarterly input data).
Spike Smooth	Replaces an unusually high revenue spike with the average of the prior periods.
Missing Spread	Allocates a revenue spike (that follows a zero-revenue period) between the zero period and the spike period.

Excel audit tab → Smoothing highlights the altered values from the rules applied.

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Review & Apply

Accept / Reject individually

Ideal when data quality is mission‑critical. Quikirr ranks candidates by dollar impact so you can concentrate on high‑leverage fixes first.

Accept All Defaults

Apply the default resolution to all and keep moving. Perfect for large datasets or fast prototypes.

When you regenerate your workbook, Quikirr creates dedicated cleanup tabs that document every change—original value, cleaned value, rule, user, and timestamp—so auditors can follow the trail without leaving Excel.

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Best Practice: Sequential Clean-Up

Apply actions in this order:

1. Customer Consolidation
2. Negative Value Handling
3. Revenue Irregularities (Smoothing)

Skipping ahead locks previous steps to prevent data conflicts. To edit a locked step, reset subsequent actions. All steps can be reset and revisited.