How do you feel about editing pulled data in the actual excel? When do you think it’s okay to edit the original data? Or do you edit only using applications like SQL,R and/or Python?

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Never edit source data directly. Always have a clean unadulterated copy of the original data before making any edits. This includes sanitisation and cleanup jobs.

If your data is more than a few hundred rows, best not to do it in Excel.

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Agreed!!!

Short answer is it depends.

I’ve worked on plenty of projects where the data never leaves Excel.

Always make a clean copy of your data.

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Part of being an analyst is using the right tool for the job.

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Whether I’m working in Excel or elsewhere, I always have two clean copies of my source data. One in the file / format that was sent to me, so completely unchanged, and the other copied into a workbook as a sheet, or saved as a CSV. Then I start with transformation.

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Agreed, if it were up to me, I wouldn’t change a thing in excel

Oh god no - sql/python is always the tool I reach for in regards to data transformations

It creates a well documented understanding of what needs to be done to the data itself

The amount of older analysts that hand me mangled excels that they manually cleaned is absurd - I usually get a one note that walks through the data transformations as a companion. If I have to Re pull the data myself it’s a nightmare

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Question to you, did you just deal with the persons methods until you moved into the senior role? Or did you ever attempt to suggest the easier?

Agree with Director 1, it all depends. I’ve always taken into consideration the size of the data and what actually needs to be done to it. If I can’t easily manipulate it in SQL when i’m exporting it, Anything greater than 100k rows I personally would rather manipulate in python and then export out because those calcs really add up and slow excel down. Anything less and there’s only a few columns of calculations, i’ll do in excel

I would probably do everything in python before exporting but i’ve realized some stakeholders want to know how I got to the numbers, but they don’t know python so I have that threshold before saying “excels too slow with what i’m trying to do”

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Yeah I would definitely start to explore other options than using excel, you just sit there waiting for it to process and it takes so long for something that can be so quick

Why are you editing the data in the first place? Was the data sent / tracked incorrectly? Or are you being asked to manipulate data to tell a narrative?

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We’re creating a model which will require compiling a lot of data from different resources. He’s been manually editing and compiling…

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